We are live on ! Find out more
SPYI icon

NEOS S&P 500 High Income ETF

297 hedge funds and large institutions have $884M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 150 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 14

241% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 44

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

48% more capital invested

Capital invested by funds: $596M → $884M (+$288M)

26% more funds holding

Funds holding: 235297 (+62)

1.91% more ownership

Funds ownership: 14.63%16.54% (+1.9%)

0% more call options, than puts

Call options by funds: $8.64M | Put options by funds: $8.61M

Holders
297
Holders Change
+62
Holders Change %
+26.38%
% of All Funds
3.9%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
81
Increased
150
Reduced
44
Closed
14
Calls
$8.64M
Puts
$8.61M
Net Calls
+$31K
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
Stratos Wealth Advisors
Ohio
$1.37M -$219K -4,263 -14%
Truist Financial
102
Truist Financial
North Carolina
$1.34M +$67.4K +1,312 +5%
IF
103
Intrua Financial
Texas
$1.25M +$247K +4,804 +25%
AIM
104
Aspen Investment Management
Michigan
$1.25M +$1.23M +23,880 New
BCM
105
Brookstone Capital Management
Illinois
$1.24M +$493K +9,588 +68%
DWM
106
Diversify Wealth Management
Utah
$1.21M +$197K +3,838 +20%
SSWM
107
Sheets Smith Wealth Management
North Carolina
$1.2M +$50.3K +979 +4%
Bank of America
108
Bank of America
North Carolina
$1.16M +$5.65K +110 +0.5%
IWM
109
IHT Wealth Management
Illinois
$1.16M +$52.6K +1,024 +5%
WA
110
Wealth Alliance
New York
$1.15M +$1.13M +22,026 New
BIG
111
Brookwood Investment Group
Arizona
$1.07M +$483K +9,403 +86%
RFA
112
Reyes Financial Architecture
California
$1.06M +$157K +3,054 +18%
AFG
113
Atomi Financial Group
New York
$1.05M +$17K +331 +2%
JF
114
Jump Financial
Illinois
$1.03M -$144K -2,808 -12%
CP
115
Capital Planning
Washington
$1M +$224K +4,351 +29%
HCA
116
Heck Capital Advisors
Wisconsin
$998K +$144K +2,799 +17%
KCFA
117
Key Client Fiduciary Advisors
New Jersey
$982K +$31.7K +616 +3%
JWM
118
Jupiter Wealth Management
Colorado
$941K
WWA
119
WCG Wealth Advisors
Nevada
$936K +$205K +3,983 +29%
DWS
120
Discipline Wealth Solutions
South Carolina
$923K +$907K +17,646 New
DFA
121
Davies Financial Advisors
California
$917K +$901K +17,537 New
CA
122
CoreCap Advisors
Michigan
$917K +$85.3K +1,659 +10%
CIA
123
Concurrent Investment Advisors
Florida
$915K +$421K +8,181 +88%
TA
124
Tactive Advisors
Florida
$911K +$111K +2,159 +14%
CA
125
Claro Advisors
Massachusetts
$895K +$10.3K +200 +1%

SPYI Hedge Fund Activity: Q3 2025 in Review

297 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q3 2025, worth a combined $884M — up 48% from $596M a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPYI positions and 14 closed out — a net gain of 67 holders — while 150 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.6M. The largest seller was Nations Financial Group, exiting entirely with an estimated $3.14M sold.

  • 297 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q3 2025, up from 235 in Q2 2025.
  • Funds reported $884M of NEOS S&P 500 High Income ETF stock for Q3 2025, up 48% quarter-over-quarter.
  • 81 funds opened new NEOS S&P 500 High Income ETF positions in Q3 2025 and 14 closed out, a net change of +67 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q3 2025 was LPL Financial, an estimated $24.6M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q3 2025 was Nations Financial Group, an estimated $3.14M sold.

Based on aggregated 13F filings for Q3 2025.