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NEOS S&P 500 High Income ETF

351 hedge funds and large institutions have $1.16B invested in NEOS S&P 500 High Income ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 195 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 42

223% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 26

72% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $9.07M

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

31% more capital invested

Capital invested by funds: $884M → $1.16B (+$275M)

18% more funds holding

Funds holding: 297351 (+54)

0.5% more ownership

Funds ownership: 16.54%17.04% (+0.5%)

Holders
351
Holders Change
+54
Holders Change %
+18.18%
% of All Funds
4.27%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
84
Increased
195
Reduced
42
Closed
26
Calls
$15.6M
Puts
$9.07M
Net Calls
+$6.54M
Net Calls Change
+$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
101
Kaizen Financial Strategies
California
$1.91M +$70.1K +1,335 +4%
CB
102
Centennial Bank
Arkansas
$1.87M +$484K +9,228 +35%
CIG
103
Cascade Investment Group
Colorado
$1.85M -$99.5K -1,895 -5%
BWP
104
BlueStem Wealth Partners
Minnesota
$1.79M +$313K +5,953 +21%
BLC
105
Brown, Lisle/Cummings
Rhode Island
$1.68M +$200K +3,800 +13%
KPWS
106
Kestra Private Wealth Services
Texas
$1.68M +$857K +16,331 +105%
Principal Financial Group
107
Principal Financial Group
Iowa
$1.65M +$1.65M +31,385 New
FIA
108
Foundations Investment Advisors
Arizona
$1.65M +$144K +2,750 +10%
Truist Financial
109
Truist Financial
North Carolina
$1.64M +$293K +5,584 +22%
BIG
110
Brookwood Investment Group
Arizona
$1.61M +$540K +10,290 +50%
LFAS
111
Level Four Advisory Services
Texas
$1.6M +$179K +3,404 +13%
SCA
112
Snowden Capital Advisors
New York
$1.59M +$47.3K +900 +3%
CP
113
Capital Planning
Washington
$1.56M +$555K +10,568 +55%
PA
114
PFG Advisors
Arizona
$1.51M +$1.18M +22,499 +357%
CIA
115
Capital Investment Advisors
Georgia
$1.51M +$839K +15,974 +125%
CPL
116
CAP Partners LLC
Tennessee
$1.49M +$68.8K +1,310 +5%
IAA
117
Independent Advisor Alliance
North Carolina
$1.49M -$185K -3,525 -11%
WWA
118
WCG Wealth Advisors
Nevada
$1.46M +$523K +9,959 +56%
PP
119
PDS Planning
Ohio
$1.44M +$25.6K +487 +2%
OAM
120
Oppenheimer Asset Management
New York
$1.42M +$541K +10,301 +62%
EH
121
Equitable Holdings
New York
$1.41M +$687K +13,094 +95%
RFA
122
Reyes Financial Architecture
California
$1.39M +$318K +6,052 +30%
ACA
123
Aptus Capital Advisors
Alabama
$1.36M -$710K -13,529 -34%
SWA
124
Stratos Wealth Advisors
Ohio
$1.35M -$26.5K -505 -2%
SSWM
125
Sheets Smith Wealth Management
North Carolina
$1.33M +$120K +2,284 +10%