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NEOS S&P 500 High Income ETF

232 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, 118 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.17% more ownership

Funds ownership: 14.26%14.43% (+0.17%)

51% less call options, than puts

Call options by funds: $2.77M | Put options by funds: $5.62M

Holders
232
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.77M
Puts
$5.62M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFC
126
Northeast Financial Consultants
Connecticut
$551K
AF
127
Allworth Financial
California
$547K
CWM
128
Cornerstone Wealth Management
Missouri
$535K
CSP
129
Cary Street Partners
Virginia
$516K
MCC
130
Money Concepts Capital
Florida
$516K
EM
131
ELCO Management
New York
$509K
AFP
132
Alpha Financial Partners
Kentucky
$508K
LWL
133
Leo Wealth LLC
Texas
$493K
Brown Advisory
134
Brown Advisory
Maryland
$491K
FHA
135
Flagship Harbor Advisors
Massachusetts
$480K
EH
136
Equitable Holdings
New York
$474K
SWM
137
SeaCrest Wealth Management
New York
$470K
CIA
138
Concurrent Investment Advisors
Florida
$468K
WI
139
Westbourne Investments
Virginia
$464K
AWA
140
Arkadios Wealth Advisors
Georgia
$451K
Bank of New York Mellon
141
Bank of New York Mellon
New York
$440K
AI
142
Atria Investments
North Carolina
$437K
SIG
143
Spinnaker Investment Group
California
$435K
AAS
144
Ameritas Advisory Services
Nebraska
$413K
TWP
145
Triad Wealth Partners
Kansas
$392K
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$388K
BWM
147
BCS Wealth Management
Tennessee
$382K
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$378K
TF
149
TME Financial
California
$361K
PTC
150
Private Trust Company
Ohio
$360K