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NEOS S&P 500 High Income ETF

231 hedge funds and large institutions have $588M invested in NEOS S&P 500 High Income ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+41
Holders Change %
+21.58%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
63
Increased
117
Reduced
34
Closed
19
Calls
$2.77M
Puts
$5.62M
Net Calls
-$2.86M
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Shares
Change %
VFM
201
Vision Financial Markets
Connecticut
$44.5K +$1.31K +26 +3%
CAL
202
Capital Analysts LLC
Pennsylvania
$39K +$39K +769 New
Wells Fargo
203
Wells Fargo
California
$34.9K +$19.7K +392 +130%
GRP
204
Global Retirement Partners
California
$34.6K +$34.6K +688 New
MCM
205
MAI Capital Management
Ohio
$32.7K
JPMorgan Chase & Co
206
JPMorgan Chase & Co
New York
$24K -$214K -4,252 -90%
GWM
207
Geneos Wealth Management
Colorado
$20.8K +$10.7K +212 +106%
AWM
208
Activest Wealth Management
Florida
$19.5K +$554 +11 +3%
AssetMark Inc
209
AssetMark Inc
California
$17.1K +$17.1K +339 New
LFG
210
Larson Financial Group
Missouri
$15.1K +$15.1K +300 +30,000%
CWIG
211
Chung Wu Investment Group
Texas
$15.1K +$15.1K +300 New
CCM
212
Chilton Capital Management
Texas
$12.6K
AAG
213
Armstrong Advisory Group
Massachusetts
$12.5K
PP
214
Pacifica Partners
Canada
$11.1K
MMCM
215
Murphy & Mullick Capital Management
New York
$10.2K +$10.2K +200 New
GPFA
216
Game Plan Financial Advisors
Ohio
$10.1K +$10.1K +200 New
RBC
217
Roble Belko & Company
Pennsylvania
$9K +$5.06K +104 +128%
TPWA
218
Twin Peaks Wealth Advisors
California
$6.87K +$6.87K +133 New
Fidelity Investments
219
Fidelity Investments
Massachusetts
$6.39K +$2.11K +42 +49%
SS
220
Sunbelt Securities
Texas
$4.32K
FRA
221
Front Row Advisors
California
$3.32K +$3.32K +66 New
POIA
222
Pin Oak Investment Advisors
Texas
$3K
DFA
223
DHJJ Financial Advisors
Illinois
$1.86K
CPG
224
Cornerstone Planning Group
New Jersey
$1.52K +$1.52K +30 New
BWL
225
Bogart Wealth LLC
Virginia
$1.3K +$1.3K +26 New