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NEOS S&P 500 High Income ETF

232 hedge funds and large institutions have $588M invested in NEOS S&P 500 High Income ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 118 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.17% more ownership

Funds ownership: 14.26%14.43% (+0.17%)

51% less call options, than puts

Call options by funds: $2.77M | Put options by funds: $5.62M

Holders
232
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.77M
Puts
$5.62M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NPFS
151
Novak & Powell Financial Services
Florida
$360K
WCFA
152
Walkner Condon Financial Advisors
Wisconsin
$345K
SOS
153
Silver Oak Securities
Tennessee
$344K
CAMG
154
CWA Asset Management Group
Florida
$342K
VA
155
VestGen Advisors
Illinois
$341K
PA
156
PFG Advisors
Arizona
$339K
FWA
157
FSM Wealth Advisors
Ohio
$327K
FTA
158
Financial & Tax Architects
Missouri
$321K
GIA
159
Gladstone Institutional Advisory
Florida
$297K
QP
160
Quartz Partners
New York
$295K
SRL
161
Scientech Research LLC
New Jersey
$291K
DC
162
Davenport & Co
Virginia
$287K
Morgan Stanley
163
Morgan Stanley
New York
$284K
FWM
164
Foguth Wealth Management
Michigan
$284K
Creative Planning
165
Creative Planning
Kansas
$274K
WCG
166
Weaver Consulting Group
California
$270K
NW
167
Naviter Wealth
Arkansas
$268K
P
168
&Partners
Tennessee
$257K
FWI
169
Facet Wealth Inc
Maryland
$255K
AHL
170
Abel Hall LLC
Louisiana
$252K
PPW
171
Pasadena Private Wealth
California
$250K
MA
172
MCF Advisors
Kentucky
$250K
SFC
173
Strategic Financial Concepts
Texas
$248K
GWP
174
Gateway Wealth Partners
Wisconsin
$243K
FIA
175
Foundations Investment Advisors
Arizona
$231K