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NEOS S&P 500 High Income ETF

190 hedge funds and large institutions have $438M invested in NEOS S&P 500 High Income ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 92 increasing their positions, 39 reducing their positions, and 16 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

Funds holding:

less capital invested

Capital invested by funds: $ → $

2.56% less ownership

Funds ownership: 16.82%14.26% (-2.6%)

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
190
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.52M
Puts
$3.84M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
126
TME Financial
California
$334K
SOS
127
Silver Oak Securities
Tennessee
$330K
AFG
128
Atomi Financial Group
New York
$328K
JWCA
129
J.W. Cole Advisors
Florida
$321K
NPFS
130
Novak & Powell Financial Services
Florida
$319K
GSIAS
131
Garden State Investment Advisory Services
New Jersey
$313K
WEG
132
World Equity Group
Illinois
$307K
SCA
133
Snowden Capital Advisors
New York
$294K
PA
134
PFG Advisors
Arizona
$292K
GS
135
GWN Securities
Florida
$288K
LA
136
Latitude Advisors
Florida
$288K
NW
137
Naviter Wealth
Arkansas
$278K
PTC
138
Private Trust Company
Ohio
$276K
PIA
139
Perennial Investment Advisors
California
$255K
BCM
140
Brookstone Capital Management
Illinois
$255K
AWA
141
Arkadios Wealth Advisors
Georgia
$245K
MW
142
MBL Wealth
North Carolina
$239K
MA
143
MCF Advisors
Kentucky
$233K
WCFA
144
Walkner Condon Financial Advisors
Wisconsin
$233K
CWC
145
Carolinas Wealth Consulting
North Carolina
$229K
AI
146
Atria Investments
North Carolina
$228K
JPMorgan Chase & Co
147
JPMorgan Chase & Co
New York
$226K
TCM
148
Traynor Capital Management
Pennsylvania
$214K
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$208K
PPW
150
Pasadena Private Wealth
California
$203K