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NEOS S&P 500 High Income ETF

231 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, 117 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+41
Holders Change %
+21.58%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
63
Increased
117
Reduced
34
Closed
19
Calls
$2.77M
Puts
$5.62M
Net Calls
-$2.86M
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Shares
Change %
MA
176
Montag & Associates
Georgia
$231K +$69.9K +1,390 +43%
Lido Advisors
177
Lido Advisors
California
$227K +$227K +4,518 New
PFGIA
178
Patriot Financial Group Insurance Agency
Massachusetts
$222K +$3.67K +73 +2%
TCM
179
Traynor Capital Management
Pennsylvania
$221K -$3.22K -64 -1%
GCP
180
Gill Capital Partners
Colorado
$218K +$218K +4,325 New
NA
181
NewEdge Advisors
Louisiana
$213K +$110K +2,182 +107%
WH
182
Willner & Heller
California
$211K -$284K -5,637 -57%
ATPW
183
Ashton Thomas Private Wealth
Arizona
$209K +$209K +4,146 New
HWM
184
HighMark Wealth Management
Minnesota
$206K +$202K +4,014 +4,614%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$195K +$68.6K +1,361 +54%
BlackRock
186
BlackRock
New York
$160K +$31.5K +626 +25%
Comerica Bank
187
Comerica Bank
Texas
$128K +$128K +2,539 New
US Bancorp
188
US Bancorp
Minnesota
$126K -$226K -4,495 -64%
MWM
189
MGB Wealth Management
Texas
$126K +$126K +2,502 New
AWM
190
AE Wealth Management
Kansas
$113K -$20.6K -410 -15%
SFA
191
Semmax Financial Advisors
North Carolina
$110K
AWM
192
Atticus Wealth Management
Florida
$107K +$1.61K +32 +2%
UB
193
UMB Bank
Missouri
$101K +$101K +2,016 New
GIA
194
GHP Investment Advisors
Colorado
$101K +$21.2K +421 +26%
CSB
195
City State Bank
Iowa
$101K +$50.3K +1,000 +100%
EWA
196
EverSource Wealth Advisors
Alabama
$90.6K +$90.6K +1,800 New
PA
197
Parallel Advisors
California
$76.7K +$76.7K +1,524 New
ACM
198
Anfield Capital Management
California
$54.6K
TF
199
Tompkins Financial
New York
$53.4K +$53.4K +1,062 New
CFD
200
Creative Financial Designs
Indiana
$46.4K -$8.96K -178 -16%