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NEOS S&P 500 High Income ETF

351 hedge funds and large institutions have $1.16B invested in NEOS S&P 500 High Income ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 195 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 42

223% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 26

72% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $9.07M

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

31% more capital invested

Capital invested by funds: $884M → $1.16B (+$275M)

18% more funds holding

Funds holding: 297351 (+54)

0.5% more ownership

Funds ownership: 16.54%17.04% (+0.5%)

Holders
351
Holders Change
+54
Holders Change %
+18.18%
% of All Funds
4.27%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
84
Increased
195
Reduced
42
Closed
26
Calls
$15.6M
Puts
$9.07M
Net Calls
+$6.54M
Net Calls Change
+$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
IF
126
Intrua Financial
Texas
$1.31M +$51.6K +982 +4%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$1.3M +$676K +12,868 +109%
IWM
128
IHT Wealth Management
Illinois
$1.29M +$122K +2,319 +10%
AFP
129
Alpha Financial Partners
Kentucky
$1.27M -$220K -4,187 -15%
DWM
130
Diversify Wealth Management
Utah
$1.25M +$35.6K +678 +3%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$1.22M -$454K -8,650 -27%
TCM
132
Traynor Capital Management
Pennsylvania
$1.21M +$716K +13,636 +144%
Bank of America
133
Bank of America
North Carolina
$1.19M +$23.7K +451 +2%
JWM
134
Jupiter Wealth Management
Colorado
$1.18M +$246K +4,680 +26%
PPA
135
Pacific Point Advisors
California
$1.16M +$1.16M +22,040 New
WA
136
Wealth Alliance
New York
$1.16M
AWA
137
Arkadios Wealth Advisors
Georgia
$1.15M +$356K +6,787 +45%
DWS
138
Discipline Wealth Solutions
South Carolina
$1.1M +$174K +3,319 +19%
AFG
139
Atomi Financial Group
New York
$1.07M +$11.7K +222 +1%
GS
140
GTS Securities
New York
$1.06M +$1.06M +20,144 New
BWM
141
BCS Wealth Management
Tennessee
$1.05M +$642K +12,237 +157%
PAM
142
PVG Asset Management
Colorado
$1.05M +$475K +9,051 +83%
HCA
143
Heck Capital Advisors
Wisconsin
$1.05M +$43.8K +835 +4%
CA
144
CoreCap Advisors
Michigan
$1.04M +$118K +2,242 +13%
CIA
145
Concurrent Investment Advisors
Florida
$999K +$80.6K +1,536 +9%
KCFA
146
Key Client Fiduciary Advisors
New Jersey
$966K -$20.8K -396 -2%
AWE
147
Avidian Wealth Enterprises
Texas
$960K +$207K +3,936 +27%
SIS
148
Sound Income Strategies
Florida
$957K +$947K +18,032 New
HIP
149
HUB Investment Partners
Texas
$956K +$956K +18,202 New
HI
150
Harbour Investments
Wisconsin
$942K +$65.2K +1,241 +7%