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NEOS S&P 500 High Income ETF

290 hedge funds and large institutions have $868M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 148 increasing their positions, 42 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:

25% more funds holding

Funds holding: 232290 (+58)

1.8% more ownership

Funds ownership: 14.44%16.24% (+1.8%)

0% more call options, than puts

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

Holders
290
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
CSP
151
Cary Street Partners
Virginia
$595K
EM
152
ELCO Management
New York
$577K
TWP
153
Triad Wealth Partners
Kansas
$574K
CWM
154
Cornerstone Wealth Management
Missouri
$572K
CGH
155
Crossmark Global Holdings
Texas
$531K
MCC
156
Money Concepts Capital
Florida
$530K
Brown Advisory
157
Brown Advisory
Maryland
$529K
PGF
158
Plan Group Financial
Oklahoma
$526K
PTC
159
Private Trust Company
Ohio
$515K
TCM
160
Traynor Capital Management
Pennsylvania
$494K
SWM
161
SeaCrest Wealth Management
New York
$488K
SPC
162
Sigma Planning Corp
Michigan
$487K
CAMG
163
CWA Asset Management Group
Florida
$484K
IAN
164
Integrated Advisors Network
Texas
$483K
WI
165
Westbourne Investments
Virginia
$469K
BPA
166
Beacon Pointe Advisors
California
$467K
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$463K
SIG
168
Spinnaker Investment Group
California
$457K
NPFS
169
Novak & Powell Financial Services
Florida
$448K
Ameriprise
170
Ameriprise
Minnesota
$444K
Bank of New York Mellon
171
Bank of New York Mellon
New York
$438K
LAM
172
Lifestyle Asset Management
Texas
$430K
Comerica Bank
173
Comerica Bank
Texas
$424K
FWM
174
Fortress Wealth Management
California
$410K
Focus Partners Wealth
175
Focus Partners Wealth
Massachusetts
$409K