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NEOS S&P 500 High Income ETF

193 hedge funds and large institutions have $442M invested in NEOS S&P 500 High Income ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

14% more funds holding

Funds holding: 169193 (+24)

0% more capital invested

Capital invested by funds: $441M → $442M (+$1.45M)

2.47% less ownership

Funds ownership: 16.86%14.39% (-2.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

60% less call options, than puts

Call options by funds: $1.52M | Put options by funds: $3.84M

Holders
193
Holders Change
+24
Holders Change %
+14.2%
% of All Funds
2.59%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
44
Increased
94
Reduced
39
Closed
17
Calls
$1.52M
Puts
$3.84M
Net Calls
-$2.32M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$335K
TF
127
TME Financial
California
$334K +$352K +6,969 New
SOS
128
Silver Oak Securities
Tennessee
$330K +$5.61K +111 +2%
SA
129
Sanctuary Advisors
Indiana
$328K +$346K +6,855 New
AFG
130
Atomi Financial Group
New York
$328K -$15.2K -301 -4%
JWCA
131
J.W. Cole Advisors
Florida
$321K -$97.4K -1,927 -22%
NPFS
132
Novak & Powell Financial Services
Florida
$319K +$152 +3 +0%
GSIAS
133
Garden State Investment Advisory Services
New Jersey
$313K +$61.5K +1,217 +23%
WEG
134
World Equity Group
Illinois
$307K -$550K -10,875 -63%
SCA
135
Snowden Capital Advisors
New York
$294K +$8.09K +160 +3%
PA
136
PFG Advisors
Arizona
$292K +$13.2K +261 +4%
GS
137
GWN Securities
Florida
$288K +$304K +6,016 New
LA
138
Latitude Advisors
Florida
$288K +$304K +6,016 New
NW
139
Naviter Wealth
Arkansas
$278K +$295K +5,835 New
PTC
140
Private Trust Company
Ohio
$276K +$140K +2,764 +92%
PIA
141
Perennial Investment Advisors
California
$255K +$16.2K +320 +6%
BCM
142
Brookstone Capital Management
Illinois
$255K +$269K +5,325 New
AWA
143
Arkadios Wealth Advisors
Georgia
$245K +$258K +5,107 New
MW
144
MBL Wealth
North Carolina
$239K -$152K -3,000 -38%
MA
145
MCF Advisors
Kentucky
$233K +$90.8K +1,796 +58%
WCFA
146
Walkner Condon Financial Advisors
Wisconsin
$233K +$246K +4,865 New
CWC
147
Carolinas Wealth Consulting
North Carolina
$229K -$51 -1 -0%
AI
148
Atria Investments
North Carolina
$228K +$241K +4,766 New
JP Morgan Chase
149
JP Morgan Chase
New York
$226K -$99.3K -1,966 -29%
TCM
150
Traynor Capital Management
Pennsylvania
$214K -$9.75K -193 -4%

SPYI Hedge Fund Activity: Q1 2025 in Review

193 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q1 2025, worth a combined $442M — up 0.33% from $441M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SPYI positions and 17 closed out — a net gain of 27 holders — while 94 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $23.2M. The largest seller was Gradient Investments, cutting an estimated $28.5M.

  • 193 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q1 2025, up from 169 in Q4 2024.
  • Funds reported $442M of NEOS S&P 500 High Income ETF stock for Q1 2025, up 0.33% quarter-over-quarter.
  • 44 funds opened new NEOS S&P 500 High Income ETF positions in Q1 2025 and 17 closed out, a net change of +27 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q1 2025 was LPL Financial, an estimated $23.2M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q1 2025 was Gradient Investments, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2025.