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NEOS S&P 500 High Income ETF

290 hedge funds and large institutions have $868M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 148 increasing their positions, 42 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:

25% more funds holding

Funds holding: 232290 (+58)

1.8% more ownership

Funds ownership: 14.44%16.24% (+1.8%)

0% more call options, than puts

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

Holders
290
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
PFGIA
201
Patriot Financial Group Insurance Agency
Massachusetts
$315K
JSW
202
Journey Strategic Wealth
New Jersey
$313K
CWA
203
Capital Wealth Alliance
Arizona
$312K
GIA
204
Gladstone Institutional Advisory
Florida
$310K
Creative Planning
205
Creative Planning
Kansas
$308K
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$305K
EA
207
Eclectic Associates
California
$301K
FFM
208
Forum Financial Management
Illinois
$301K
P
209
&Partners
Tennessee
$299K
FTA
210
Financial & Tax Architects
Missouri
$297K
GRP
211
Global Retirement Partners
California
$294K
MSWA
212
Marshall & Sterling Wealth Advisors
New York
$289K
FFA
213
Farther Finance Advisors
California
$287K
IAS
214
Insigneo Advisory Services
Florida
$285K
GIM
215
Guild Investment Management
California
$285K
XT
216
XTX Topco
Cayman Islands
$280K
WCG
217
Weaver Consulting Group
California
$279K
NA
218
NewEdge Advisors
Louisiana
$273K
MOS
219
MGO One Seven
Ohio
$268K
FWI
220
Facet Wealth Inc
Maryland
$266K
AWM
221
AE Wealth Management
Kansas
$265K
Envestnet Portfolio Solutions
222
Envestnet Portfolio Solutions
Illinois
$262K
AHL
223
Abel Hall LLC
Louisiana
$262K
LAM
224
Lewis Asset Management
California
$247K
MFG
225
Magnus Financial Group
New York
$243K