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NEOS S&P 500 High Income ETF

190 hedge funds and large institutions have $438M invested in NEOS S&P 500 High Income ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 92 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+23
Holders Change %
+13.77%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
43
Increased
92
Reduced
39
Closed
16
Calls
$1.52M
Puts
$3.84M
Net Calls
-$2.32M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Shares
Change %
FPAS
151
Focus Partners Advisor Solutions
Missouri
$201K +$201K +4,196 New
Morgan Stanley
152
Morgan Stanley
New York
$177K -$270K -5,632 -60%
MA
153
Montag & Associates
Georgia
$153K +$96.2K +2,008 +168%
AF
154
Allworth Financial
California
$136K -$14.7K -316 -10%
AWM
155
AE Wealth Management
Kansas
$127K -$260K -5,429 -67%
CA
156
Continuum Advisory
Idaho
$125K
BlackRock
157
BlackRock
New York
$122K +$122K +2,545 New
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$120K +$99.8K +2,087 +493%
CCM
159
Coldstream Capital Management
Washington
$103K +$103K +2,155 New
SFA
160
Semmax Financial Advisors
North Carolina
$102K +$102K +2,136 New
AWM
161
Atticus Wealth Management
Florida
$100K +$1.01K +21 +1%
NA
162
NewEdge Advisors
Louisiana
$98.1K +$67K +1,398 +215%
GIA
163
GHP Investment Advisors
Colorado
$76.2K +$64.3K +1,342 +537%
SWM
164
Spire Wealth Management
Virginia
$61K -$881K -18,392 -94%
CFD
165
Creative Financial Designs
Indiana
$52.7K
ACM
166
Anfield Capital Management
California
$52K
CSB
167
City State Bank
Iowa
$47.9K +$47.9K +1,000 New
VFM
168
Vision Financial Markets
Connecticut
$41.1K +$41.1K +858 New
MCM
169
MAI Capital Management
Ohio
$31.1K
PS
170
Principal Securities
Iowa
$18.1K
AWM
171
Activest Wealth Management
Florida
$18K +$18K +376 New
Wells Fargo
172
Wells Fargo
California
$14.5K +$14.4K +300 +15,000%
AAG
173
Armstrong Advisory Group
Massachusetts
$12.7K
CCM
174
Chilton Capital Management
Texas
$12K +$12K +250 New
PP
175
Pacifica Partners
Canada
$10.2K