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NEOS S&P 500 High Income ETF

297 hedge funds and large institutions have $884M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 150 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 14

241% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 44

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

48% more capital invested

Capital invested by funds: $596M → $884M (+$288M)

26% more funds holding

Funds holding: 235297 (+62)

1.91% more ownership

Funds ownership: 14.63%16.54% (+1.9%)

0% more call options, than puts

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

Holders
297
Holders Change
+62
Holders Change %
+26.38%
% of All Funds
3.9%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
81
Increased
150
Reduced
44
Closed
14
Calls
$8.64M
Puts
$8.61M
Net Calls
+$31K
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
SSIM
151
Sheets Smith Investment Management
Texas
$613K +$603K +11,729 New
GVAG
152
Great Valley Advisor Group
Delaware
$598K -$73.3K -1,426 -11%
CSP
153
Cary Street Partners
Virginia
$595K +$57.2K +1,113 +11%
EM
154
ELCO Management
New York
$577K +$46.3K +900 +9%
TWP
155
Triad Wealth Partners
Kansas
$574K +$164K +3,196 +41%
PAM
156
PVG Asset Management
Colorado
$573K -$114K -2,210 -17%
CWM
157
Cornerstone Wealth Management
Missouri
$572K +$15.7K +305 +3%
CGH
158
Crossmark Global Holdings
Texas
$531K -$106K -2,063 -17%
MCC
159
Money Concepts Capital
Florida
$530K -$5.65K -110 -1%
Brown Advisory
160
Brown Advisory
Maryland
$529K +$18.3K +356 +4%
PGF
161
Plan Group Financial
Oklahoma
$526K +$517K +10,058 New
PTC
162
Private Trust Company
Ohio
$515K +$138K +2,679 +37%
TCM
163
Traynor Capital Management
Pennsylvania
$494K +$260K +5,051 +115%
SWM
164
SeaCrest Wealth Management
New York
$488K -$4.11K -80 -0.9%
SPC
165
Sigma Planning Corp
Michigan
$487K +$479K +9,320 New
CAMG
166
CWA Asset Management Group
Florida
$484K +$127K +2,462 +36%
IAN
167
Integrated Advisors Network
Texas
$483K +$475K +9,244 New
WI
168
Westbourne Investments
Virginia
$469K -$28K -545 -6%
BPA
169
Beacon Pointe Advisors
California
$467K +$459K +8,927 New
VCP
170
Verus Capital Partners
Arizona
$465K +$457K +8,889 New
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$463K +$59.3K +1,154 +15%
SIG
172
Spinnaker Investment Group
California
$457K +$4.37K +85 +1%
NPFS
173
Novak & Powell Financial Services
Florida
$448K +$72.2K +1,404 +20%
Ameriprise
174
Ameriprise
Minnesota
$444K +$436K +8,480 New
Bank of New York Mellon
175
Bank of New York Mellon
New York
$438K -$18.9K -367 -4%

SPYI Hedge Fund Activity: Q3 2025 in Review

297 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q3 2025, worth a combined $884M — up 48% from $596M a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPYI positions and 14 closed out — a net gain of 67 holders — while 150 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.6M. The largest seller was Nations Financial Group, exiting entirely with an estimated $3.14M sold.

  • 297 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q3 2025, up from 235 in Q2 2025.
  • Funds reported $884M of NEOS S&P 500 High Income ETF stock for Q3 2025, up 48% quarter-over-quarter.
  • 81 funds opened new NEOS S&P 500 High Income ETF positions in Q3 2025 and 14 closed out, a net change of +67 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q3 2025 was LPL Financial, an estimated $24.6M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q3 2025 was Nations Financial Group, an estimated $3.14M sold.

Based on aggregated 13F filings for Q3 2025.