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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
Holders
351
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.6M
Puts
$9.07M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
101
Kaizen Financial Strategies
California
$1.91M
CB
102
Centennial Bank
Arkansas
$1.87M
CIG
103
Cascade Investment Group
Colorado
$1.85M
BWP
104
BlueStem Wealth Partners
Minnesota
$1.79M
BLC
105
Brown, Lisle/Cummings
Rhode Island
$1.68M
KPWS
106
Kestra Private Wealth Services
Texas
$1.68M
Principal Financial Group
107
Principal Financial Group
Iowa
$1.65M
FIA
108
Foundations Investment Advisors
Arizona
$1.65M
Truist Financial
109
Truist Financial
North Carolina
$1.64M
BIG
110
Brookwood Investment Group
Arizona
$1.61M
LFAS
111
Level Four Advisory Services
Texas
$1.6M
SCA
112
Snowden Capital Advisors
New York
$1.59M
CP
113
Capital Planning
Washington
$1.56M
PA
114
PFG Advisors
Arizona
$1.51M
CIA
115
Capital Investment Advisors
Georgia
$1.51M
CPL
116
CAP Partners LLC
Tennessee
$1.49M
IAA
117
Independent Advisor Alliance
North Carolina
$1.49M
WWA
118
WCG Wealth Advisors
Nevada
$1.46M
PP
119
PDS Planning
Ohio
$1.44M
OAM
120
Oppenheimer Asset Management
New York
$1.42M
EH
121
Equitable Holdings
New York
$1.41M
RFA
122
Reyes Financial Architecture
California
$1.39M
ACA
123
Aptus Capital Advisors
Alabama
$1.36M
SWA
124
Stratos Wealth Advisors
Ohio
$1.35M
SSWM
125
Sheets Smith Wealth Management
North Carolina
$1.33M