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NEOS S&P 500 High Income ETF

297 hedge funds and large institutions have $884M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 150 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 14

241% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 44

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

48% more capital invested

Capital invested by funds: $596M → $884M (+$288M)

26% more funds holding

Funds holding: 235297 (+62)

1.91% more ownership

Funds ownership: 14.63%16.54% (+1.9%)

0% more call options, than puts

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

Holders
297
Holders Change
+62
Holders Change %
+26.38%
% of All Funds
3.9%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
81
Increased
150
Reduced
44
Closed
14
Calls
$8.64M
Puts
$8.61M
Net Calls
+$31K
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$873K +$40.1K +780 +5%
OAM
127
Oppenheimer Asset Management
New York
$871K +$205K +3,979 +31%
KPWS
128
Kestra Private Wealth Services
Texas
$817K +$803K +15,619 New
AWA
129
Arkadios Wealth Advisors
Georgia
$786K +$312K +6,065 +68%
FHA
130
Flagship Harbor Advisors
Massachusetts
$780K +$276K +5,366 +56%
CAM
131
Cresset Asset Management
Illinois
$778K +$765K +14,875 New
Simplex Trading
132
Simplex Trading
Illinois
$760K +$747K +14,539 New
LA
133
Latitude Advisors
Florida
$758K +$54.7K +1,065 +8%
AWE
134
Avidian Wealth Enterprises
Texas
$750K +$737K +14,338 New
IA
135
IFP Advisors
Florida
$745K +$64.3K +1,251 +10%
MW
136
MBL Wealth
North Carolina
$732K
Mirae Asset Global Investments
137
Mirae Asset Global Investments
South Korea
$732K
SIM
138
Seaview Investment Managers
Florida
$727K -$119K -2,317 -14%
CFA
139
Camarda Financial Advisors
Florida
$727K -$5.04K -98 -0.7%
EH
140
Equitable Holdings
New York
$721K +$224K +4,363 +46%
RFA
141
Resurgent Financial Advisors
Georgia
$712K +$699K +13,607 New
FA
142
Fiduciary Alliance
South Carolina
$699K +$687K +13,357 New
NW
143
NewEdge Wealth
Pennsylvania
$671K
CIA
144
Capital Investment Advisors
Georgia
$669K +$657K +12,786 New
SA
145
Sanctuary Advisors
Indiana
$664K +$18.4K +358 +3%
SG
146
StoneX Group
New York
$664K +$653K +12,704 New
KWA
147
Kingswood Wealth Advisors
California
$663K +$29K +565 +5%
SIM
148
Stratos Investment Management
Ohio
$640K +$49.2K +958 +8%
WEG
149
World Equity Group
Illinois
$630K -$149K -2,895 -19%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$617K +$221K +4,293 +57%

SPYI Hedge Fund Activity: Q3 2025 in Review

297 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q3 2025, worth a combined $884M — up 48% from $596M a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPYI positions and 14 closed out — a net gain of 67 holders — while 150 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.6M. The largest seller was Nations Financial Group, exiting entirely with an estimated $3.14M sold.

  • 297 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q3 2025, up from 235 in Q2 2025.
  • Funds reported $884M of NEOS S&P 500 High Income ETF stock for Q3 2025, up 48% quarter-over-quarter.
  • 81 funds opened new NEOS S&P 500 High Income ETF positions in Q3 2025 and 14 closed out, a net change of +67 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q3 2025 was LPL Financial, an estimated $24.6M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q3 2025 was Nations Financial Group, an estimated $3.14M sold.

Based on aggregated 13F filings for Q3 2025.