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NEOS S&P 500 High Income ETF
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Overview Fund Activity

231 hedge funds and large institutions have $588M invested in NEOS S&P 500 High Income ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+41
Holders Change %
+21.58%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
63
Increased
117
Reduced
34
Closed
19
Calls
$2.77M
Puts
$5.62M
Net Calls
-$2.86M
Net Calls Change
-$538K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.7M
2
UBS Group
2
UBS Group
Switzerland
$22.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$10.4M
4
CWA
4
Cascade Wealth Advisors
Washington
$18.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.23M

Top Sellers

1
AAA
1
American Alpha Advisors
New York
$0
2
3AM
2
3EDGE Asset Management
Florida
$0
3
SCM
3
SCS Capital Management
Massachusetts
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SI
5
Stephens Inc
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFC
126
Northeast Financial Consultants
Connecticut
$551K – – –
AF
127
Allworth Financial
California
$547K +$400K +7,950 +272%
CWM
128
Cornerstone Wealth Management
Missouri
$535K +$535K +10,626 New
CSP
129
Cary Street Partners
Virginia
$516K -$273K -5,424 -35%
MCC
130
Money Concepts Capital
Florida
$516K +$8.05K +160 +2%
EM
131
ELCO Management
New York
$509K +$25.2K +500 +5%
AFP
132
Alpha Financial Partners
Kentucky
$508K +$508K +10,101 New
LWL
133
Leo Wealth LLC
Texas
$493K +$493K +9,799 New
Brown Advisory
134
Brown Advisory
Maryland
$491K +$101 +2 +0%
FHA
135
Flagship Harbor Advisors
Massachusetts
$480K +$16.8K +333 +4%
EH
136
Equitable Holdings
New York
$474K +$474K +9,428 New
SWM
137
SeaCrest Wealth Management
New York
$470K +$470K +9,336 New
CIA
138
Concurrent Investment Advisors
Florida
$468K +$468K +9,306 New
WI
139
Westbourne Investments
Virginia
$464K -$31.5K -625 -6%
AWA
140
Arkadios Wealth Advisors
Georgia
$451K +$194K +3,859 +76%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$440K +$440K +8,740 New
AI
142
Atria Investments
North Carolina
$437K +$197K +3,915 +82%
SIG
143
Spinnaker Investment Group
California
$435K +$435K +8,651 New
AAS
144
Ameritas Advisory Services
Nebraska
$413K +$18.2K +362 +5%
TWP
145
Triad Wealth Partners
Kansas
$392K +$392K +7,787 New
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$388K +$388K +7,702 New
BWM
147
BCS Wealth Management
Tennessee
$382K +$382K +7,590 New
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$378K -$464K -9,206 -55%
TF
149
TME Financial
California
$361K +$10.8K +215 +3%
PTC
150
Private Trust Company
Ohio
$360K +$70.2K +1,396 +24%
4 5
6
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