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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

364% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 42

223% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 26

72% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $9.07M

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

31% more capital invested

Capital invested by funds: $884M → $1.16B (+$275M)

18% more funds holding

Funds holding: 297351 (+54)

0.5% more ownership

Funds ownership: 16.54%17.04% (+0.5%)

Holders
351
Holders Change
+54
Holders Change %
+18.18%
% of All Funds
4.27%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
84
Increased
195
Reduced
42
Closed
26
Calls
$15.6M
Puts
$9.07M
Net Calls
+$6.54M
Net Calls Change
+$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$939K +$938K +17,874 New
WA
152
WESPAC Advisors
California
$926K +$925K +17,623 New
FFA
153
Farther Finance Advisors
California
$920K +$631K +12,016 +219%
LAM
154
Lewis Asset Management
California
$915K +$666K +12,688 +268%
CA
155
Claro Advisors
Massachusetts
$904K +$4.3K +82 +0.5%
LA
156
Latitude Advisors
Florida
$888K +$126K +2,397 +17%
EIP
157
Ellis Investment Partners
Pennsylvania
$877K +$876K +16,691 New
FHA
158
Flagship Harbor Advisors
Massachusetts
$859K +$75.4K +1,436 +10%
Creative Planning
159
Creative Planning
Kansas
$855K +$545K +10,380 +176%
RFA
160
Resurgent Financial Advisors
Georgia
$847K +$132K +2,514 +18%
TWP
161
Triad Wealth Partners
Kansas
$837K +$260K +4,953 +45%
FA
162
Fiduciary Alliance
South Carolina
$834K +$133K +2,525 +19%
SG
163
StoneX Group
New York
$814K +$147K +2,800 +22%
BCA
164
Bay Capital Advisors
Virginia
$803K +$802K +15,285 New
AWA
165
A4 Wealth Advisors
North Carolina
$802K -$746K -14,210 -48%
BAG
166
Bauman Advisory Group
Nevada
$796K +$795K +15,144 New
IWC
167
Integrated Wealth Concepts
Massachusetts
$795K -$791K -15,063 -50%
GVAG
168
Great Valley Advisor Group
Delaware
$785K +$184K +3,509 +31%
CWM
169
CCG Wealth Management
California
$778K +$777K +14,802 New
KA
170
Kovack Advisors
Florida
$777K +$777K +14,800 New
TA
171
Tactive Advisors
Florida
$770K -$145K -2,755 -16%
WEG
172
World Equity Group
Illinois
$765K +$133K +2,526 +21%
CAM
173
Cresset Asset Management
Illinois
$753K -$27.9K -531 -4%
KWA
174
Kingswood Wealth Advisors
California
$753K +$87.7K +1,671 +13%
SA
175
Sanctuary Advisors
Indiana
$750K +$82.8K +1,577 +12%