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NEOS S&P 500 High Income ETF

233 hedge funds and large institutions have $589M invested in NEOS S&P 500 High Income ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 120 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.18% more ownership

Funds ownership: 14.27%14.45% (+0.18%)

51% less call options, than puts

Call options by funds: $2.77M | Put options by funds: $5.62M

Holders
233
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.77M
Puts
$5.62M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
176
Foundations Investment Advisors
Arizona
$231K
MA
177
Montag & Associates
Georgia
$231K
Lido Advisors
178
Lido Advisors
California
$227K
PFGIA
179
Patriot Financial Group Insurance Agency
Massachusetts
$222K
TCM
180
Traynor Capital Management
Pennsylvania
$221K
GCP
181
Gill Capital Partners
Colorado
$218K
NA
182
NewEdge Advisors
Louisiana
$213K
WH
183
Willner & Heller
California
$211K
ATPW
184
Ashton Thomas Private Wealth
Arizona
$209K
HWM
185
HighMark Wealth Management
Minnesota
$206K
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$195K
BlackRock
187
BlackRock
New York
$160K
Comerica Bank
188
Comerica Bank
Texas
$128K
US Bancorp
189
US Bancorp
Minnesota
$126K
MWM
190
MGB Wealth Management
Texas
$126K
AWM
191
AE Wealth Management
Kansas
$113K
SFA
192
Semmax Financial Advisors
North Carolina
$110K
AWM
193
Atticus Wealth Management
Florida
$107K
UB
194
UMB Bank
Missouri
$101K
GIA
195
GHP Investment Advisors
Colorado
$101K
CSB
196
City State Bank
Iowa
$101K
EWA
197
EverSource Wealth Advisors
Alabama
$90.6K
PA
198
Parallel Advisors
California
$76.7K
ACM
199
Anfield Capital Management
California
$54.6K
TF
200
Tompkins Financial
New York
$53.4K