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NEOS S&P 500 High Income ETF

190 hedge funds and large institutions have $438M invested in NEOS S&P 500 High Income ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 92 increasing their positions, 39 reducing their positions, and 16 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

Funds holding:

less capital invested

Capital invested by funds: $ → $

2.56% less ownership

Funds ownership: 16.82%14.26% (-2.6%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

60% less call options, than puts

Call options by funds: $1.52M | Put options by funds: $3.84M

Holders
190
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.52M
Puts
$3.84M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
176
Geneos Wealth Management
Colorado
$9.58K
MTIC
177
Missouri Trust & Investment Company
Missouri
$6.85K
SVCP
178
Silicon Valley Capital Partners
California
$4.86K
TWC
179
TD Waterhouse Canada
Ontario, Canada
$4.79K
HWM
180
HighMark Wealth Management
Minnesota
$4.16K
SS
181
Sunbelt Securities
Texas
$4.07K
Fidelity Investments
182
Fidelity Investments
Massachusetts
$4.07K
POIA
183
Pin Oak Investment Advisors
Texas
$4K
RBC
184
Roble Belko & Company
Pennsylvania
$4K
DFA
185
DHJJ Financial Advisors
Illinois
$1.77K
CA
186
Crewe Advisors
Utah
$1.2K
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$957
RF
188
Robbins Farley
New Hampshire
$96
BCPWM
189
Bradley & Co Private Wealth Management
Florida
$48
LFG
190
Larson Financial Group
Missouri
$48
Ameriprise
191
Ameriprise
Minnesota
OMC
192
Old Mission Capital
Illinois
DC
193
Defender Capital
North Carolina
NWM
194
Napa Wealth Management
California
LWL
195
Leo Wealth LLC
Texas
TRCT
196
Tower Research Capital (TRC)
New York
SWM
197
SeaCrest Wealth Management
New York
DAS
198
Dynamic Advisor Solutions
Arizona
ATPW
199
Ashton Thomas Private Wealth
Arizona
EWA
200
EP Wealth Advisors
California