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NEOS S&P 500 High Income ETF

233 hedge funds and large institutions have $589M invested in NEOS S&P 500 High Income ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 120 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.18% more ownership

Funds ownership: 14.27%14.45% (+0.18%)

51% less call options, than puts

Call options by funds: $2.77M | Put options by funds: $5.62M

Holders
233
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.77M
Puts
$5.62M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
201
Creative Financial Designs
Indiana
$46.4K
VFM
202
Vision Financial Markets
Connecticut
$44.5K
CAL
203
Capital Analysts LLC
Pennsylvania
$39K
Wells Fargo
204
Wells Fargo
California
$34.9K
GRP
205
Global Retirement Partners
California
$34.6K
MCM
206
MAI Capital Management
Ohio
$32.7K
JP Morgan Chase
207
JP Morgan Chase
New York
$24K
GWM
208
Geneos Wealth Management
Colorado
$20.8K
AWM
209
Activest Wealth Management
Florida
$19.5K
AssetMark Inc
210
AssetMark Inc
California
$17.1K
LFG
211
Larson Financial Group
Missouri
$15.1K
CWIG
212
Chung Wu Investment Group
Texas
$15.1K
CCM
213
Chilton Capital Management
Texas
$12.6K
AAG
214
Armstrong Advisory Group
Massachusetts
$12.5K
PP
215
Pacifica Partners
Canada
$11.1K
MMCM
216
Murphy & Mullick Capital Management
New York
$10.2K
GPFA
217
Game Plan Financial Advisors
Ohio
$10.1K
RBC
218
Roble Belko & Company
Pennsylvania
$9K
TPWA
219
Twin Peaks Wealth Advisors
California
$6.87K
Fidelity Investments
220
Fidelity Investments
Massachusetts
$6.39K
SVCP
221
Silicon Valley Capital Partners
California
$5.29K
SS
222
Sunbelt Securities
Texas
$4.32K
FRA
223
Front Row Advisors
California
$3.32K
POIA
224
Pin Oak Investment Advisors
Texas
$3K
DFA
225
DHJJ Financial Advisors
Illinois
$1.86K