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NEOS S&P 500 High Income ETF

294 hedge funds and large institutions have $875M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 148 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

26% more funds holding

Funds holding: 233294 (+61)

1.92% more ownership

Funds ownership: 14.45%16.38% (+1.9%)

0% more call options, than puts

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

Holders
294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.64M
Puts
$8.61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
101
Truist Financial
North Carolina
$1.34M
IF
102
Intrua Financial
Texas
$1.25M
AIM
103
Aspen Investment Management
Michigan
$1.25M
BCM
104
Brookstone Capital Management
Illinois
$1.24M
DWM
105
Diversify Wealth Management
Utah
$1.21M
SSWM
106
Sheets Smith Wealth Management
North Carolina
$1.2M
Bank of America
107
Bank of America
North Carolina
$1.16M
IWM
108
IHT Wealth Management
Illinois
$1.16M
WA
109
Wealth Alliance
New York
$1.15M
BIG
110
Brookwood Investment Group
Arizona
$1.07M
RFA
111
Reyes Financial Architecture
California
$1.06M
AFG
112
Atomi Financial Group
New York
$1.05M
JF
113
Jump Financial
Illinois
$1.03M
CP
114
Capital Planning
Washington
$1M
HCA
115
Heck Capital Advisors
Wisconsin
$998K
KCFA
116
Key Client Fiduciary Advisors
New Jersey
$982K
JWM
117
Jupiter Wealth Management
Colorado
$941K
WWA
118
WCG Wealth Advisors
Nevada
$936K
DWS
119
Discipline Wealth Solutions
South Carolina
$923K
DFA
120
Davies Financial Advisors
California
$917K
CA
121
CoreCap Advisors
Michigan
$917K
CIA
122
Concurrent Investment Advisors
Florida
$915K
TA
123
Tactive Advisors
Florida
$911K
CA
124
Claro Advisors
Massachusetts
$895K
HI
125
Harbour Investments
Wisconsin
$873K