SPYI icon

NEOS S&P 500 High Income ETF

351 hedge funds and large institutions have $1.16B invested in NEOS S&P 500 High Income ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 195 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.6M
Puts
$9.07M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$939K
WA
152
WESPAC Advisors
California
$926K
FFA
153
Farther Finance Advisors
California
$920K
LAM
154
Lewis Asset Management
California
$915K
CA
155
Claro Advisors
Massachusetts
$904K
LA
156
Latitude Advisors
Florida
$888K
EIP
157
Ellis Investment Partners
Pennsylvania
$877K
FHA
158
Flagship Harbor Advisors
Massachusetts
$859K
Creative Planning
159
Creative Planning
Kansas
$855K
RFA
160
Resurgent Financial Advisors
Georgia
$847K
TWP
161
Triad Wealth Partners
Kansas
$837K
FA
162
Fiduciary Alliance
South Carolina
$834K
SG
163
StoneX Group
New York
$814K
BCA
164
Bay Capital Advisors
Virginia
$803K
AWA
165
A4 Wealth Advisors
North Carolina
$802K
BAG
166
Bauman Advisory Group
Nevada
$796K
IWC
167
Integrated Wealth Concepts
Massachusetts
$795K
GVAG
168
Great Valley Advisor Group
Delaware
$785K
CWM
169
CCG Wealth Management
California
$778K
KA
170
Kovack Advisors
Florida
$777K
TA
171
Tactive Advisors
Florida
$770K
WEG
172
World Equity Group
Illinois
$765K
CAM
173
Cresset Asset Management
Illinois
$753K
KWA
174
Kingswood Wealth Advisors
California
$753K
SA
175
Sanctuary Advisors
Indiana
$750K