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NEOS S&P 500 High Income ETF

288 hedge funds and large institutions have $867M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 147 increasing their positions, 41 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

24% more funds holding

Funds holding: 232288 (+56)

1.78% more ownership

Funds ownership: 14.44%16.22% (+1.8%)

0% more call options, than puts

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

Holders
288
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
KPWS
126
Kestra Private Wealth Services
Texas
$817K
AWA
127
Arkadios Wealth Advisors
Georgia
$786K
CAM
128
Cresset Asset Management
Illinois
$786K
FHA
129
Flagship Harbor Advisors
Massachusetts
$780K
Simplex Trading
130
Simplex Trading
Illinois
$760K
LA
131
Latitude Advisors
Florida
$758K
AWE
132
Avidian Wealth Enterprises
Texas
$750K
Mirae Asset Global Investments
133
Mirae Asset Global Investments
South Korea
$732K
MW
134
MBL Wealth
North Carolina
$732K
SIM
135
Seaview Investment Managers
Florida
$727K
CFA
136
Camarda Financial Advisors
Florida
$727K
EH
137
Equitable Holdings
New York
$721K
RFA
138
Resurgent Financial Advisors
Georgia
$712K
FA
139
Fiduciary Alliance
South Carolina
$699K
NW
140
NewEdge Wealth
Pennsylvania
$671K
CIA
141
Capital Investment Advisors
Georgia
$669K
SG
142
StoneX Group
New York
$664K
KWA
143
Kingswood Wealth Advisors
California
$663K
SIM
144
Stratos Investment Management
Ohio
$640K
WEG
145
World Equity Group
Illinois
$630K
VCP
146
Verus Capital Partners
Arizona
$621K
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$617K
SSIM
148
Sheets Smith Investment Management
Texas
$613K
GVAG
149
Great Valley Advisor Group
Delaware
$598K
CSP
150
Cary Street Partners
Virginia
$595K