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NEOS S&P 500 High Income ETF

294 hedge funds and large institutions have $875M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 148 increasing their positions, 44 reducing their positions, and 14 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 in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

26% more funds holding

Funds holding: 233294 (+61)

1.92% more ownership

Funds ownership: 14.45%16.38% (+1.9%)

0% more call options, than puts

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

Holders
294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.64M
Puts
$8.61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
126
Oppenheimer Asset Management
New York
$871K
KPWS
127
Kestra Private Wealth Services
Texas
$817K
AWA
128
Arkadios Wealth Advisors
Georgia
$786K
CAM
129
Cresset Asset Management
Illinois
$786K
FHA
130
Flagship Harbor Advisors
Massachusetts
$780K
Simplex Trading
131
Simplex Trading
Illinois
$760K
LA
132
Latitude Advisors
Florida
$758K
AWE
133
Avidian Wealth Enterprises
Texas
$750K
IA
134
IFP Advisors
Florida
$746K
MW
135
MBL Wealth
North Carolina
$732K
Mirae Asset Global Investments
136
Mirae Asset Global Investments
South Korea
$732K
SIM
137
Seaview Investment Managers
Florida
$727K
CFA
138
Camarda Financial Advisors
Florida
$727K
EH
139
Equitable Holdings
New York
$721K
RFA
140
Resurgent Financial Advisors
Georgia
$712K
FA
141
Fiduciary Alliance
South Carolina
$699K
NW
142
NewEdge Wealth
Pennsylvania
$671K
CIA
143
Capital Investment Advisors
Georgia
$669K
SG
144
StoneX Group
New York
$664K
KWA
145
Kingswood Wealth Advisors
California
$663K
SIM
146
Stratos Investment Management
Ohio
$640K
WEG
147
World Equity Group
Illinois
$630K
VCP
148
Verus Capital Partners
Arizona
$621K
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$617K
SSIM
150
Sheets Smith Investment Management
Texas
$613K