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NEOS S&P 500 High Income ETF

288 hedge funds and large institutions have $867M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 147 increasing their positions, 41 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

24% more funds holding

Funds holding: 232288 (+56)

1.78% more ownership

Funds ownership: 14.44%16.22% (+1.8%)

0% more call options, than puts

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

Holders
288
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
EM
151
ELCO Management
New York
$577K
TWP
152
Triad Wealth Partners
Kansas
$574K
CWM
153
Cornerstone Wealth Management
Missouri
$572K
CGH
154
Crossmark Global Holdings
Texas
$531K
MCC
155
Money Concepts Capital
Florida
$530K
Brown Advisory
156
Brown Advisory
Maryland
$529K
PGF
157
Plan Group Financial
Oklahoma
$526K
PTC
158
Private Trust Company
Ohio
$515K
TCM
159
Traynor Capital Management
Pennsylvania
$494K
SWM
160
SeaCrest Wealth Management
New York
$488K
SPC
161
Sigma Planning Corp
Michigan
$487K
CAMG
162
CWA Asset Management Group
Florida
$484K
IAN
163
Integrated Advisors Network
Texas
$483K
WI
164
Westbourne Investments
Virginia
$469K
BPA
165
Beacon Pointe Advisors
California
$467K
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$463K
SIG
167
Spinnaker Investment Group
California
$457K
NPFS
168
Novak & Powell Financial Services
Florida
$448K
Ameriprise
169
Ameriprise
Minnesota
$444K
Bank of New York Mellon
170
Bank of New York Mellon
New York
$438K
LAM
171
Lifestyle Asset Management
Texas
$430K
Comerica Bank
172
Comerica Bank
Texas
$424K
FWM
173
Fortress Wealth Management
California
$410K
Focus Partners Wealth
174
Focus Partners Wealth
Massachusetts
$409K
BWM
175
BCS Wealth Management
Tennessee
$408K