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NEOS S&P 500 High Income ETF

297 hedge funds and large institutions have $884M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 150 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 14

241% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 44

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

48% more capital invested

Capital invested by funds: $596M → $884M (+$288M)

26% more funds holding

Funds holding: 235297 (+62)

1.91% more ownership

Funds ownership: 14.63%16.54% (+1.9%)

0% more call options, than puts

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

Holders
297
Holders Change
+62
Holders Change %
+26.38%
% of All Funds
3.9%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
81
Increased
150
Reduced
44
Closed
14
Calls
$8.64M
Puts
$8.61M
Net Calls
+$31K
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
176
Lifestyle Asset Management
Texas
$430K +$423K +8,227 New
Comerica Bank
177
Comerica Bank
Texas
$424K +$286K +5,562 +219%
FWM
178
Fortress Wealth Management
California
$410K -$958K -18,644 -70%
Focus Partners Wealth
179
Focus Partners Wealth
Massachusetts
$409K +$402K +7,826 New
BWM
180
BCS Wealth Management
Tennessee
$408K +$10.4K +203 +3%
HWM
181
HighMark Wealth Management
Minnesota
$407K +$189K +3,679 +90%
AI
182
Atria Investments
North Carolina
$404K -$49.6K -964 -11%
Belvedere Trading
183
Belvedere Trading
Illinois
$403K +$396K +7,701 New
PPW
184
Pasadena Private Wealth
California
$396K +$134K +2,600 +52%
AAS
185
Ameritas Advisory Services
Nebraska
$393K -$36.2K -705 -9%
TF
186
TME Financial
California
$387K +$11.3K +219 +3%
TFS
187
Thoroughbred Financial Services
Tennessee
$380K +$374K +7,267 New
SFC
188
Strategic Financial Concepts
Texas
$380K +$110K +2,140 +42%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$374K +$367K +7,143 New
Lido Advisors
190
Lido Advisors
California
$365K +$127K +2,468 +55%
PWM
191
Partners Wealth Management
California
$364K +$358K +6,959 New
GWP
192
Gateway Wealth Partners
Wisconsin
$363K +$109K +2,117 +44%
EA
193
Ergawealth Advisors
Illinois
$361K +$355K +6,900 New
WCFA
194
Walkner Condon Financial Advisors
Wisconsin
$359K
AF
195
Allworth Financial
California
$356K -$209K -4,065 -37%
CP
196
Camelot Portfolios
Ohio
$356K +$350K +6,803 New
VA
197
VestGen Advisors
Illinois
$354K
SOS
198
Silver Oak Securities
Tennessee
$353K -$4.99K -97 -1%
Morgan Stanley
199
Morgan Stanley
New York
$352K +$55.5K +1,080 +19%
SA
200
Sonoma Allocations
California
$345K +$341K +6,641 New

SPYI Hedge Fund Activity: Q3 2025 in Review

297 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q3 2025, worth a combined $884M — up 48% from $596M a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPYI positions and 14 closed out — a net gain of 67 holders — while 150 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.6M. The largest seller was Nations Financial Group, exiting entirely with an estimated $3.14M sold.

  • 297 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q3 2025, up from 235 in Q2 2025.
  • Funds reported $884M of NEOS S&P 500 High Income ETF stock for Q3 2025, up 48% quarter-over-quarter.
  • 81 funds opened new NEOS S&P 500 High Income ETF positions in Q3 2025 and 14 closed out, a net change of +67 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q3 2025 was LPL Financial, an estimated $24.6M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q3 2025 was Nations Financial Group, an estimated $3.14M sold.

Based on aggregated 13F filings for Q3 2025.