SPYI icon

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

2.56% less ownership

Funds ownership: 16.82%14.26% (-2.6%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

60% less call options, than puts

Call options by funds: $1.52M | Put options by funds: $3.84M

Holders
190
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.52M
Puts
$3.84M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
151
Focus Partners Advisor Solutions
Missouri
$201K
Morgan Stanley
152
Morgan Stanley
New York
$177K
MA
153
Montag & Associates
Georgia
$153K
AF
154
Allworth Financial
California
$136K
AWM
155
AE Wealth Management
Kansas
$127K
CA
156
Continuum Advisory
Idaho
$125K
BlackRock
157
BlackRock
New York
$122K
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$120K
CCM
159
Coldstream Capital Management
Washington
$103K
SFA
160
Semmax Financial Advisors
North Carolina
$102K
AWM
161
Atticus Wealth Management
Florida
$100K
NA
162
NewEdge Advisors
Louisiana
$98.1K
GIA
163
GHP Investment Advisors
Colorado
$76.2K
SWM
164
Spire Wealth Management
Virginia
$61K
CFD
165
Creative Financial Designs
Indiana
$52.7K
ACM
166
Anfield Capital Management
California
$52K
CSB
167
City State Bank
Iowa
$47.9K
VFM
168
Vision Financial Markets
Connecticut
$41.1K
MCM
169
MAI Capital Management
Ohio
$31.1K
PS
170
Principal Securities
Iowa
$18.1K
AWM
171
Activest Wealth Management
Florida
$18K
Wells Fargo
172
Wells Fargo
California
$14.5K
AAG
173
Armstrong Advisory Group
Massachusetts
$12.7K
CCM
174
Chilton Capital Management
Texas
$12K
PP
175
Pacifica Partners
Canada
$10.2K