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NEOS S&P 500 High Income ETF
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Overview Fund Activity

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
Holders
190
Holders Change
+23
Holders Change %
+13.77%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
43
Increased
92
Reduced
39
Closed
16
Calls
$1.52M
Puts
$3.84M
Net Calls
-$2.32M
Net Calls Change
-$3.44M

Top Buyers

1
LPL Financial
LPL Financial
California
+$22M
2
CWA
Cascade Wealth Advisors
Washington
+$5.42M
3
AFP
Ausdal Financial Partners
Iowa
+$5M
4
AAA
American Alpha Advisors
New York
+$4.24M
5
3AM
3EDGE Asset Management
Florida
+$3.91M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$27M
2
PAG
Private Advisor Group
New Jersey
-$13.8M
3
Renaissance Technologies
Renaissance Technologies
New York
-$8.28M
4
CGA
Crescent Grove Advisors
Illinois
-$4.93M
5
BFA
Brown Financial Advisors
Ohio
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
126
TME Financial
California
$334K +$334K +6,969 New
SOS
127
Silver Oak Securities
Tennessee
$330K +$5.29K +111 +2%
AFG
128
Atomi Financial Group
New York
$328K -$14.4K -301 -4%
JWCA
129
J.W. Cole Advisors
Florida
$321K -$92.3K -1,927 -22%
NPFS
130
Novak & Powell Financial Services
Florida
$319K +$144 +3 +0%
GSIAS
131
Garden State Investment Advisory Services
New Jersey
$313K +$58.3K +1,217 +23%
WEG
132
World Equity Group
Illinois
$307K -$521K -10,875 -63%
SCA
133
Snowden Capital Advisors
New York
$294K +$7.66K +160 +3%
PA
134
PFG Advisors
Arizona
$292K +$12.5K +261 +4%
GS
135
GWN Securities
Florida
$288K +$288K +6,016 New
LA
136
Latitude Advisors
Florida
$288K +$288K +6,016 New
NW
137
Naviter Wealth
Arkansas
$278K +$278K +5,835 New
PTC
138
Private Trust Company
Ohio
$276K +$132K +2,764 +92%
PIA
139
Perennial Investment Advisors
California
$255K +$15.3K +320 +6%
BCM
140
Brookstone Capital Management
Illinois
$255K +$255K +5,325 New
AWA
141
Arkadios Wealth Advisors
Georgia
$245K +$245K +5,107 New
MW
142
MBL Wealth
North Carolina
$239K -$144K -3,000 -38%
MA
143
MCF Advisors
Kentucky
$233K +$86K +1,796 +58%
WCFA
144
Walkner Condon Financial Advisors
Wisconsin
$233K +$233K +4,865 New
CWC
145
Carolinas Wealth Consulting
North Carolina
$229K -$48 -1 -0%
AI
146
Atria Investments
North Carolina
$228K +$228K +4,766 New
JPMorgan Chase & Co
147
JPMorgan Chase & Co
New York
$226K -$94.2K -1,966 -29%
TCM
148
Traynor Capital Management
Pennsylvania
$214K -$9.24K -193 -4%
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$208K +4,340 New
PPW
150
Pasadena Private Wealth
California
$203K +$203K +4,230 New
4 5
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