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NEOS S&P 500 High Income ETF

297 hedge funds and large institutions have $884M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 150 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 14

241% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 44

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

48% more capital invested

Capital invested by funds: $596M → $884M (+$288M)

26% more funds holding

Funds holding: 235297 (+62)

1.91% more ownership

Funds ownership: 14.63%16.54% (+1.9%)

0% more call options, than puts

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

Holders
297
Holders Change
+62
Holders Change %
+26.38%
% of All Funds
3.9%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
81
Increased
150
Reduced
44
Closed
14
Calls
$8.64M
Puts
$8.61M
Net Calls
+$31K
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
201
FSM Wealth Advisors
Ohio
$338K
SAW
202
Signal Advisors Wealth
Michigan
$333K -$289K -5,632 -47%
PA
203
PFG Advisors
Arizona
$329K -$22.9K -445 -7%
DC
204
Davenport & Co
Virginia
$322K +$23.1K +450 +8%
PFO
205
PMG Family Office
Texas
$318K +$313K +6,082 New
PFGIA
206
Patriot Financial Group Insurance Agency
Massachusetts
$315K +$82.7K +1,609 +36%
JSW
207
Journey Strategic Wealth
New Jersey
$313K +$308K +5,989 New
CWA
208
Capital Wealth Alliance
Arizona
$312K +$307K +5,973 New
GIA
209
Gladstone Institutional Advisory
Florida
$310K +$668 +13 +0.2%
Creative Planning
210
Creative Planning
Kansas
$308K +$22.7K +442 +8%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$305K +$101K +1,965 +51%
EA
212
Eclectic Associates
California
$301K +$296K +5,760 New
FFM
213
Forum Financial Management
Illinois
$301K +$296K +5,752 New
P
214
&Partners
Tennessee
$299K +$31.2K +607 +12%
FTA
215
Financial & Tax Architects
Missouri
$297K -$36.1K -703 -11%
GRP
216
Global Retirement Partners
California
$294K +$254K +4,936 +717%
MSWA
217
Marshall & Sterling Wealth Advisors
New York
$289K +$285K +5,538 New
FFA
218
Farther Finance Advisors
California
$287K +$282K +5,491 New
IAS
219
Insigneo Advisory Services
Florida
$285K +$280K +5,453 New
GIM
220
Guild Investment Management
California
$285K +$280K +5,440 New
XT
221
XTX Topco
Cayman Islands
$280K +$275K +5,356 New
WCG
222
Weaver Consulting Group
California
$279K -$1.59K -31 -0.6%
NA
223
NewEdge Advisors
Louisiana
$273K +$50.5K +982 +23%
MOS
224
MGO One Seven
Ohio
$268K +$264K +5,128 New
FWI
225
Facet Wealth Inc
Maryland
$266K +$3.85K +75 +1%

SPYI Hedge Fund Activity: Q3 2025 in Review

297 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q3 2025, worth a combined $884M — up 48% from $596M a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPYI positions and 14 closed out — a net gain of 67 holders — while 150 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.6M. The largest seller was Nations Financial Group, exiting entirely with an estimated $3.14M sold.

  • 297 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q3 2025, up from 235 in Q2 2025.
  • Funds reported $884M of NEOS S&P 500 High Income ETF stock for Q3 2025, up 48% quarter-over-quarter.
  • 81 funds opened new NEOS S&P 500 High Income ETF positions in Q3 2025 and 14 closed out, a net change of +67 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q3 2025 was LPL Financial, an estimated $24.6M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q3 2025 was Nations Financial Group, an estimated $3.14M sold.

Based on aggregated 13F filings for Q3 2025.