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NEOS S&P 500 High Income ETF
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Overview Fund Activity

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
Holders
190
Holders Change
+23
Holders Change %
+13.77%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
43
Increased
92
Reduced
39
Closed
16
Calls
$1.52M
Puts
$3.84M
Net Calls
-$2.32M
Net Calls Change
-$3.44M

Top Buyers

1
LPL Financial
LPL Financial
California
+$22M
2
CWA
Cascade Wealth Advisors
Washington
+$5.42M
3
AFP
Ausdal Financial Partners
Iowa
+$5M
4
AAA
American Alpha Advisors
New York
+$4.24M
5
3AM
3EDGE Asset Management
Florida
+$3.91M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$27M
2
PAG
Private Advisor Group
New Jersey
-$13.8M
3
Renaissance Technologies
Renaissance Technologies
New York
-$8.28M
4
CGA
Crescent Grove Advisors
Illinois
-$4.93M
5
BFA
Brown Financial Advisors
Ohio
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
176
Geneos Wealth Management
Colorado
$9.58K +$9.58K +200 New
MTIC
177
Missouri Trust & Investment Company
Missouri
$6.85K +$6.85K +143 New
SVCP
178
Silicon Valley Capital Partners
California
$4.86K +$4.86K +102 New
TWC
179
TD Waterhouse Canada
Ontario, Canada
$4.79K +$4.79K +100 New
HWM
180
HighMark Wealth Management
Minnesota
$4.16K +$4.16K +87 New
SS
181
Sunbelt Securities
Texas
$4.07K – – –
Fidelity Investments
182
Fidelity Investments
Massachusetts
$4.07K +$3.98K +83 +4,150%
POIA
183
Pin Oak Investment Advisors
Texas
$4K – – –
RBC
184
Roble Belko & Company
Pennsylvania
$4K +$395 +8 +11%
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 +$957 +20 New
RF
188
Robbins Farley
New Hampshire
$96 +$48 +1 +100%
BCPWM
189
Bradley & Co Private Wealth Management
Florida
$48 – – –
LFG
190
Larson Financial Group
Missouri
$48 +$48 +1 New
Ameriprise
191
Ameriprise
Minnesota
– -$2.81M -55,316 Closed
OMC
192
Old Mission Capital
Illinois
– -$1.48M -29,101 Closed
DC
193
Defender Capital
North Carolina
– -$1.02M -20,000 Closed
NWM
194
Napa Wealth Management
California
– -$576K -11,330 Closed
LWL
195
Leo Wealth LLC
Texas
– -$502K -9,874 Closed
TRCT
196
Tower Research Capital (TRC)
New York
– -$410K -8,075 Closed
SWM
197
SeaCrest Wealth Management
New York
– -$261K -5,126 Closed
DAS
198
Dynamic Advisor Solutions
Arizona
– -$239K -4,695 Closed
ATPW
199
Ashton Thomas Private Wealth
Arizona
– -$225K -4,436 Closed
EWA
200
EP Wealth Advisors
California
– -$157K -3,095 Closed
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