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NEOS S&P 500 High Income ETF

288 hedge funds and large institutions have $867M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 147 increasing their positions, 41 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

24% more funds holding

Funds holding: 232288 (+56)

1.78% more ownership

Funds ownership: 14.44%16.22% (+1.8%)

0% more call options, than puts

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

Holders
288
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
CWA
201
Capital Wealth Alliance
Arizona
$312K
GIA
202
Gladstone Institutional Advisory
Florida
$310K
Creative Planning
203
Creative Planning
Kansas
$308K
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$305K
EA
205
Eclectic Associates
California
$301K
FFM
206
Forum Financial Management
Illinois
$301K
P
207
&Partners
Tennessee
$299K
FTA
208
Financial & Tax Architects
Missouri
$297K
GRP
209
Global Retirement Partners
California
$294K
MSWA
210
Marshall & Sterling Wealth Advisors
New York
$289K
FFA
211
Farther Finance Advisors
California
$287K
IAS
212
Insigneo Advisory Services
Florida
$285K
GIM
213
Guild Investment Management
California
$285K
XT
214
XTX Topco
Cayman Islands
$280K
WCG
215
Weaver Consulting Group
California
$279K
NA
216
NewEdge Advisors
Louisiana
$273K
MOS
217
MGO One Seven
Ohio
$268K
FWI
218
Facet Wealth Inc
Maryland
$266K
AWM
219
AE Wealth Management
Kansas
$265K
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$262K
AHL
221
Abel Hall LLC
Louisiana
$262K
LAM
222
Lewis Asset Management
California
$247K
MFG
223
Magnus Financial Group
New York
$243K
QP
224
Quartz Partners
New York
$243K
MA
225
Montag & Associates
Georgia
$231K