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NEOS S&P 500 High Income ETF

193 hedge funds and large institutions have $442M invested in NEOS S&P 500 High Income ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

14% more funds holding

Funds holding: 169193 (+24)

0% more capital invested

Capital invested by funds: $441M → $442M (+$1.45M)

2.47% less ownership

Funds ownership: 16.86%14.39% (-2.5%)

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
193
Holders Change
+24
Holders Change %
+14.2%
% of All Funds
2.59%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
44
Increased
94
Reduced
39
Closed
17
Calls
$1.52M
Puts
$3.84M
Net Calls
-$2.32M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
176
Armstrong Advisory Group
Massachusetts
$12.7K
CCM
177
Chilton Capital Management
Texas
$12K +$12.6K +250 New
PP
178
Pacifica Partners
Canada
$10.2K
GWM
179
Geneos Wealth Management
Colorado
$9.58K +$10.1K +200 New
MTIC
180
Missouri Trust & Investment Company
Missouri
$6.85K +$7.23K +143 New
SVCP
181
Silicon Valley Capital Partners
California
$4.86K +$5.15K +102 New
TWC
182
TD Waterhouse Canada
Ontario, Canada
$4.79K +$5.05K +100 New
HWM
183
HighMark Wealth Management
Minnesota
$4.16K +$4.4K +87 New
SS
184
Sunbelt Securities
Texas
$4.07K
Fidelity Investments
185
Fidelity Investments
Massachusetts
$4.07K +$4.19K +83 +4,150%
POIA
186
Pin Oak Investment Advisors
Texas
$4K
RBC
187
Roble Belko & Company
Pennsylvania
$4K +$404 +8 +11%
DFA
188
DHJJ Financial Advisors
Illinois
$1.77K
CA
189
Crewe Advisors
Utah
$1.2K
FDCDDQ
190
Federation des caisses Desjardins du Quebec
Quebec, Canada
$957 +$1.01K +20 New
RF
191
Robbins Farley
New Hampshire
$96 +$51 +1 +100%
BCPWM
192
Bradley & Co Private Wealth Management
Florida
$48
LFG
193
Larson Financial Group
Missouri
$48 +$51 +1 New
Ameriprise
194
Ameriprise
Minnesota
-$2.81M -55,316 Closed
OMC
195
Old Mission Capital
Illinois
-$1.48M -29,101 Closed
DC
196
Defender Capital
North Carolina
-$1.02M -20,000 Closed
NWM
197
Napa Wealth Management
California
-$576K -11,330 Closed
LWL
198
Leo Wealth LLC
Texas
-$502K -9,874 Closed
TRCT
199
Tower Research Capital (TRC)
New York
-$410K -8,075 Closed
SWM
200
SeaCrest Wealth Management
New York
-$261K -5,126 Closed

SPYI Hedge Fund Activity: Q1 2025 in Review

193 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q1 2025, worth a combined $442M — up 0.33% from $441M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SPYI positions and 17 closed out — a net gain of 27 holders — while 94 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $23.2M. The largest seller was Gradient Investments, cutting an estimated $28.5M.

  • 193 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q1 2025, up from 169 in Q4 2024.
  • Funds reported $442M of NEOS S&P 500 High Income ETF stock for Q1 2025, up 0.33% quarter-over-quarter.
  • 44 funds opened new NEOS S&P 500 High Income ETF positions in Q1 2025 and 17 closed out, a net change of +27 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q1 2025 was LPL Financial, an estimated $23.2M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q1 2025 was Gradient Investments, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2025.