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NEOS S&P 500 High Income ETF
SPYI

Overview Fund Activity

167 hedge funds and large institutions have $440M invested in NEOS S&P 500 High Income ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 89 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+33
Holders Change %
+24.63%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
44
Increased
89
Reduced
21
Closed
10
Calls
$2.66M
Puts
$1.54M
Net Calls
+$1.12M
Net Calls Change
+$2.69M

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$33.8M
2
SHFP
2
Second Half Financial Partners
Florida
$23.1M
3
GI
3
Gradient Investments
Minnesota
$112M
4
LPL Financial
4
LPL Financial
California
$42.3M
5
MFS
5
Mattson Financial Services
Michigan
$8.62M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$7.96M
2
Jane Street
2
Jane Street
New York
$0
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$0
5
TSS
5
Two Sigma Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
151
Hollencrest Capital Management
California
$12.1K +$12.1K +238 New
PP
152
Pacifica Partners
Canada
$11.2K – – –
CAS
153
Coppell Advisory Solutions
Texas
$10.3K +$10.3K +202 New
GRP
154
Global Retirement Partners
California
$6.7K +$203 +4 +3%
TAM
155
Tucker Asset Management
Colorado
$5.08K – – –
SS
156
Sunbelt Securities
Texas
$4.34K +$4.34K +85 New
POIA
157
Pin Oak Investment Advisors
Texas
$4K – – –
RBC
158
Roble Belko & Company
Pennsylvania
$4K +$3.29K +60 +462%
HI
159
Harbour Investments
Wisconsin
$3.74K -$101 -2 -3%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$3.35K +$2.74K +54 +450%
DFA
161
DHJJ Financial Advisors
Illinois
$1.88K – – –
CA
162
Crewe Advisors
Utah
$1.27K – – –
Fidelity Investments
163
Fidelity Investments
Massachusetts
$102 -$13.4K -262 -99%
DRP
164
Decker Retirement Planning
Utah
$102 +$102 +2 New
Wells Fargo
165
Wells Fargo
California
$97 -$14.6K -300 -99%
RF
166
Robbins Farley
New Hampshire
$51 +$51 +1 New
BCPWM
167
Bradley & Co Private Wealth Management
Florida
$51 +$51 +1 New
Jane Street
168
Jane Street
New York
– -$2.03M -39,591 Closed
SFS
169
Sowell Financial Services
Arkansas
– -$1.39M -27,142 Closed
CSPIA
170
Cary Street Partners Investment Advisory
Virginia
– -$822K -16,047 Closed
TSS
171
Two Sigma Securities
New York
– -$510K -9,948 Closed
BAM
172
Belpointe Asset Management
Nevada
– -$313K -6,101 Closed
CAG
173
Csenge Advisory Group
Florida
– -$202K -3,910 Closed
HGERS
174
Householder Group Estate & Retirement Specialist
Arizona
– -$117K -2,302 Closed
GWS
175
Glassman Wealth Services
Virginia
– -$16.9K -330 Closed
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