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NEOS S&P 500 High Income ETF

232 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, 118 increasing their positions, 34 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)

0.17% more ownership

Funds ownership: 14.26%14.43% (+0.17%)

51% less call options, than puts

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

Holders
232
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
VFM
201
Vision Financial Markets
Connecticut
$44.5K
CAL
202
Capital Analysts LLC
Pennsylvania
$39K
Wells Fargo
203
Wells Fargo
California
$34.9K
GRP
204
Global Retirement Partners
California
$34.6K
MCM
205
MAI Capital Management
Ohio
$32.7K
JPMorgan Chase & Co
206
JPMorgan Chase & Co
New York
$24K
GWM
207
Geneos Wealth Management
Colorado
$20.8K
AWM
208
Activest Wealth Management
Florida
$19.5K
AssetMark Inc
209
AssetMark Inc
California
$17.1K
LFG
210
Larson Financial Group
Missouri
$15.1K
CWIG
211
Chung Wu Investment Group
Texas
$15.1K
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
GPFA
216
Game Plan Financial Advisors
Ohio
$10.1K
RBC
217
Roble Belko & Company
Pennsylvania
$9K
TPWA
218
Twin Peaks Wealth Advisors
California
$6.87K
Fidelity Investments
219
Fidelity Investments
Massachusetts
$6.39K
SVCP
220
Silicon Valley Capital Partners
California
$5.29K
SS
221
Sunbelt Securities
Texas
$4.32K
FRA
222
Front Row Advisors
California
$3.32K
POIA
223
Pin Oak Investment Advisors
Texas
$3K
DFA
224
DHJJ Financial Advisors
Illinois
$1.86K
CPG
225
Cornerstone Planning Group
New Jersey
$1.52K