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NEOS S&P 500 High Income ETF

193 hedge funds and large institutions have $442M invested in NEOS S&P 500 High Income ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

14% more funds holding

Funds holding: 169193 (+24)

0% more capital invested

Capital invested by funds: $441M → $442M (+$1.45M)

2.47% less ownership

Funds ownership: 16.86%14.39% (-2.5%)

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
193
Holders Change
+24
Holders Change %
+14.2%
% of All Funds
2.59%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
44
Increased
94
Reduced
39
Closed
17
Calls
$1.52M
Puts
$3.84M
Net Calls
-$2.32M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$219K +4,340 New
PPW
152
Pasadena Private Wealth
California
$203K +$214K +4,230 New
FPAS
153
Focus Partners Advisor Solutions
Missouri
$201K +$212K +4,196 New
Morgan Stanley
154
Morgan Stanley
New York
$177K -$285K -5,632 -60%
MA
155
Montag & Associates
Georgia
$153K +$101K +2,008 +168%
AF
156
Allworth Financial
California
$136K -$16K -316 -10%
AWM
157
AE Wealth Management
Kansas
$127K -$274K -5,429 -67%
CA
158
Continuum Advisory
Idaho
$125K
BlackRock
159
BlackRock
New York
$122K +$129K +2,545 New
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$120K +$105K +2,087 +493%
MWA
161
Medallion Wealth Advisors
Connecticut
$116K +$11.2K +221 +10%
CCM
162
Coldstream Capital Management
Washington
$103K +$109K +2,155 New
SFA
163
Semmax Financial Advisors
North Carolina
$102K +$108K +2,136 New
AWM
164
Atticus Wealth Management
Florida
$100K +$1.06K +21 +1%
NA
165
NewEdge Advisors
Louisiana
$98.1K +$70.6K +1,398 +215%
GIA
166
GHP Investment Advisors
Colorado
$76.2K +$67.8K +1,342 +537%
SWM
167
Spire Wealth Management
Virginia
$61K -$929K -18,392 -94%
CFD
168
Creative Financial Designs
Indiana
$52.7K
ACM
169
Anfield Capital Management
California
$52K
CSB
170
City State Bank
Iowa
$47.9K +$50.5K +1,000 New
VFM
171
Vision Financial Markets
Connecticut
$41.1K +$43.4K +858 New
MCM
172
MAI Capital Management
Ohio
$31.1K
PS
173
Principal Securities
Iowa
$18.1K
AWM
174
Activest Wealth Management
Florida
$18K +$19K +376 New
Wells Fargo
175
Wells Fargo
California
$14.5K +$15.2K +300 +15,000%

SPYI Hedge Fund Activity: Q1 2025 in Review

193 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q1 2025, worth a combined $442M — up 0.33% from $441M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SPYI positions and 17 closed out — a net gain of 27 holders — while 94 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $23.2M. The largest seller was Gradient Investments, cutting an estimated $28.5M.

  • 193 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q1 2025, up from 169 in Q4 2024.
  • Funds reported $442M of NEOS S&P 500 High Income ETF stock for Q1 2025, up 0.33% quarter-over-quarter.
  • 44 funds opened new NEOS S&P 500 High Income ETF positions in Q1 2025 and 17 closed out, a net change of +27 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q1 2025 was LPL Financial, an estimated $23.2M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q1 2025 was Gradient Investments, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2025.