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NEOS S&P 500 High Income ETF

294 hedge funds and large institutions have $875M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 148 increasing their positions, 44 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

26% more funds holding

Funds holding: 233294 (+61)

1.92% more ownership

Funds ownership: 14.45%16.38% (+1.9%)

0% more call options, than puts

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

Holders
294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
GVAG
151
Great Valley Advisor Group
Delaware
$598K
CSP
152
Cary Street Partners
Virginia
$595K
EM
153
ELCO Management
New York
$577K
TWP
154
Triad Wealth Partners
Kansas
$574K
PAM
155
PVG Asset Management
Colorado
$573K
CWM
156
Cornerstone Wealth Management
Missouri
$572K
CGH
157
Crossmark Global Holdings
Texas
$531K
MCC
158
Money Concepts Capital
Florida
$530K
Brown Advisory
159
Brown Advisory
Maryland
$529K
PGF
160
Plan Group Financial
Oklahoma
$526K
PTC
161
Private Trust Company
Ohio
$515K
TCM
162
Traynor Capital Management
Pennsylvania
$494K
SWM
163
SeaCrest Wealth Management
New York
$488K
SPC
164
Sigma Planning Corp
Michigan
$487K
CAMG
165
CWA Asset Management Group
Florida
$484K
IAN
166
Integrated Advisors Network
Texas
$483K
WI
167
Westbourne Investments
Virginia
$469K
BPA
168
Beacon Pointe Advisors
California
$467K
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$463K
SIG
170
Spinnaker Investment Group
California
$457K
NPFS
171
Novak & Powell Financial Services
Florida
$448K
Ameriprise
172
Ameriprise
Minnesota
$444K
Bank of New York Mellon
173
Bank of New York Mellon
New York
$438K
LAM
174
Lifestyle Asset Management
Texas
$430K
Comerica Bank
175
Comerica Bank
Texas
$424K