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NEOS S&P 500 High Income ETF

351 hedge funds and large institutions have $1.16B invested in NEOS S&P 500 High Income ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 195 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 42

223% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 26

72% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $9.07M

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

31% more capital invested

Capital invested by funds: $884M → $1.16B (+$275M)

18% more funds holding

Funds holding: 297351 (+54)

0.5% more ownership

Funds ownership: 16.54%17.04% (+0.5%)

Holders
351
Holders Change
+54
Holders Change %
+18.18%
% of All Funds
4.27%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
84
Increased
195
Reduced
42
Closed
26
Calls
$15.6M
Puts
$9.07M
Net Calls
+$6.54M
Net Calls Change
+$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$749K -$210 -4 -0%
P
177
&Partners
Tennessee
$747K +$447K +8,519 +149%
OC
178
Oakworth Capital
Alabama
$741K +$740K +14,101 New
MW
179
MBL Wealth
North Carolina
$735K
Mirae Asset Global Investments
180
Mirae Asset Global Investments
South Korea
$735K
CFA
181
Camarda Financial Advisors
Florida
$706K -$24.1K -459 -3%
Ameriprise
182
Ameriprise
Minnesota
$696K +$251K +4,778 +56%
NW
183
NewEdge Wealth
Pennsylvania
$686K +$15.8K +300 +2%
MWM
184
Moran Wealth Management
Florida
$685K +$685K +13,049 New
SIM
185
Stratos Investment Management
Ohio
$667K +$24.4K +465 +4%
BPA
186
Beacon Pointe Advisors
California
$661K +$192K +3,665 +41%
AWM
187
Accel Wealth Management
Iowa
$653K +$653K +12,437 New
DAS
188
Dynamic Advisor Solutions
Arizona
$649K +$442K +8,425 +214%
WI
189
Westbourne Investments
Virginia
$644K +$185K +3,532 +41%
GWP
190
Gateway Wealth Partners
Wisconsin
$643K +$278K +5,293 +76%
Morgan Stanley
191
Morgan Stanley
New York
$634K +$280K +5,334 +79%
PWM
192
Puff Wealth Management
New Jersey
$612K +$611K +11,642 New
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$605K +$298K +5,673 +97%
SS
194
SBI Securities
Japan
$604K +$604K +11,502 New
Bank of New York Mellon
195
Bank of New York Mellon
New York
$600K +$160K +3,053 +36%
IAN
196
Integrated Advisors Network
Texas
$597K +$111K +2,120 +23%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$594K +$129K +2,458 +28%
CWA
198
Capital Wealth Alliance
Arizona
$585K +$267K +5,080 +85%
EM
199
ELCO Management
New York
$574K -$5.25K -100 -0.9%
CWM
200
Cornerstone Wealth Management
Missouri
$556K -$17.7K -338 -3%