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NEOS S&P 500 High Income ETF
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Overview Fund Activity

231 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, 117 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+41
Holders Change %
+21.58%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
63
Increased
117
Reduced
34
Closed
19
Calls
$2.77M
Puts
$5.62M
Net Calls
-$2.86M
Net Calls Change
-$538K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.7M
2
UBS Group
2
UBS Group
Switzerland
$22.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$10.4M
4
CWA
4
Cascade Wealth Advisors
Washington
$18.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.23M

Top Sellers

1
AAA
1
American Alpha Advisors
New York
$0
2
3AM
2
3EDGE Asset Management
Florida
$0
3
SCM
3
SCS Capital Management
Massachusetts
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SI
5
Stephens Inc
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NPFS
151
Novak & Powell Financial Services
Florida
$360K +$25.3K +503 +8%
WCFA
152
Walkner Condon Financial Advisors
Wisconsin
$345K +$101K +2,000 +41%
SOS
153
Silver Oak Securities
Tennessee
$344K -$4.38K -87 -1%
CAMG
154
CWA Asset Management Group
Florida
$342K +$342K +6,798 New
VA
155
VestGen Advisors
Illinois
$341K +$341K +6,769 New
PA
156
PFG Advisors
Arizona
$339K +$31.8K +631 +10%
FWA
157
FSM Wealth Advisors
Ohio
$327K +$327K +6,466 New
FTA
158
Financial & Tax Architects
Missouri
$321K +$321K +6,378 New
GIA
159
Gladstone Institutional Advisory
Florida
$297K -$871K -17,319 -75%
QP
160
Quartz Partners
New York
$295K -$63.4K -1,260 -18%
SRL
161
Scientech Research LLC
New Jersey
$291K +$291K +5,774 New
DC
162
Davenport & Co
Virginia
$287K -$90.6K -1,800 -24%
Morgan Stanley
163
Morgan Stanley
New York
$284K +$98.5K +1,958 +53%
FWM
164
Foguth Wealth Management
Michigan
$284K +$284K +5,638 New
Creative Planning
165
Creative Planning
Kansas
$274K -$95.3K -1,893 -26%
WCG
166
Weaver Consulting Group
California
$270K -$528K -10,502 -66%
NW
167
Naviter Wealth
Arkansas
$268K -$25.7K -510 -9%
P
168
&Partners
Tennessee
$257K +$257K +5,103 New
FWI
169
Facet Wealth Inc
Maryland
$255K +$255K +5,016 New
AHL
170
Abel Hall LLC
Louisiana
$252K +$252K +5,000 New
PPW
171
Pasadena Private Wealth
California
$250K +$37.2K +740 +17%
MA
172
MCF Advisors
Kentucky
$250K +$4.83K +96 +2%
SFC
173
Strategic Financial Concepts
Texas
$248K +$248K +5,120 New
GWP
174
Gateway Wealth Partners
Wisconsin
$243K +$243K +4,830 New
FIA
175
Foundations Investment Advisors
Arizona
$231K +$231K +4,594 New
5 6
7
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