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NEOS S&P 500 High Income ETF

294 hedge funds and large institutions have $875M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 148 increasing their positions, 44 reducing their positions, and 14 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 in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

26% more funds holding

Funds holding: 233294 (+61)

1.92% more ownership

Funds ownership: 14.45%16.38% (+1.9%)

0% more call options, than puts

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

Holders
294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.64M
Puts
$8.61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
176
Fortress Wealth Management
California
$410K
Focus Partners Wealth
177
Focus Partners Wealth
Massachusetts
$409K
BWM
178
BCS Wealth Management
Tennessee
$408K
HWM
179
HighMark Wealth Management
Minnesota
$407K
AI
180
Atria Investments
North Carolina
$404K
Belvedere Trading
181
Belvedere Trading
Illinois
$403K
PPW
182
Pasadena Private Wealth
California
$396K
AAS
183
Ameritas Advisory Services
Nebraska
$393K
TF
184
TME Financial
California
$387K
TFS
185
Thoroughbred Financial Services
Tennessee
$380K
SFC
186
Strategic Financial Concepts
Texas
$380K
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$374K
Lido Advisors
188
Lido Advisors
California
$365K
PWM
189
Partners Wealth Management
California
$364K
GWP
190
Gateway Wealth Partners
Wisconsin
$363K
EA
191
Ergawealth Advisors
Illinois
$361K
WCFA
192
Walkner Condon Financial Advisors
Wisconsin
$359K
AF
193
Allworth Financial
California
$356K
CP
194
Camelot Portfolios
Ohio
$356K
VA
195
VestGen Advisors
Illinois
$354K
SOS
196
Silver Oak Securities
Tennessee
$353K
Morgan Stanley
197
Morgan Stanley
New York
$352K
SA
198
Sonoma Allocations
California
$345K
FWA
199
FSM Wealth Advisors
Ohio
$338K
SAW
200
Signal Advisors Wealth
Michigan
$333K