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NEOS S&P 500 High Income ETF

288 hedge funds and large institutions have $867M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 147 increasing their positions, 41 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

24% more funds holding

Funds holding: 232288 (+56)

1.78% more ownership

Funds ownership: 14.44%16.22% (+1.8%)

0% more call options, than puts

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

Holders
288
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
HWM
176
HighMark Wealth Management
Minnesota
$407K
AI
177
Atria Investments
North Carolina
$404K
Belvedere Trading
178
Belvedere Trading
Illinois
$403K
PPW
179
Pasadena Private Wealth
California
$396K
AAS
180
Ameritas Advisory Services
Nebraska
$393K
TF
181
TME Financial
California
$387K
TFS
182
Thoroughbred Financial Services
Tennessee
$380K
SFC
183
Strategic Financial Concepts
Texas
$380K
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$374K
Lido Advisors
185
Lido Advisors
California
$365K
PWM
186
Partners Wealth Management
California
$364K
GWP
187
Gateway Wealth Partners
Wisconsin
$363K
EA
188
Ergawealth Advisors
Illinois
$361K
WCFA
189
Walkner Condon Financial Advisors
Wisconsin
$359K
CP
190
Camelot Portfolios
Ohio
$356K
VA
191
VestGen Advisors
Illinois
$354K
SOS
192
Silver Oak Securities
Tennessee
$353K
Morgan Stanley
193
Morgan Stanley
New York
$352K
SA
194
Sonoma Allocations
California
$345K
FWA
195
FSM Wealth Advisors
Ohio
$338K
SAW
196
Signal Advisors Wealth
Michigan
$333K
PA
197
PFG Advisors
Arizona
$329K
DC
198
Davenport & Co
Virginia
$322K
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
$315K
JSW
200
Journey Strategic Wealth
New Jersey
$313K