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NEOS S&P 500 High Income ETF

351 hedge funds and large institutions have $1.16B invested in NEOS S&P 500 High Income ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 195 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 42

223% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 26

72% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $9.07M

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

31% more capital invested

Capital invested by funds: $884M → $1.16B (+$275M)

18% more funds holding

Funds holding: 297351 (+54)

0.5% more ownership

Funds ownership: 16.54%17.04% (+0.5%)

Holders
351
Holders Change
+54
Holders Change %
+18.18%
% of All Funds
4.27%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
84
Increased
195
Reduced
42
Closed
26
Calls
$15.6M
Puts
$9.07M
Net Calls
+$6.54M
Net Calls Change
+$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
SeaCrest Wealth Management
New York
$554K +$63.8K +1,215 +13%
SAI
202
Savvy Advisors Inc
New York
$547K +$546K +10,406 New
PTC
203
Private Trust Company
Ohio
$539K +$22.1K +420 +4%
RFW
204
Redwood Family Wealth
Texas
$533K +$532K +10,138 New
WCG
205
Weaver Consulting Group
California
$532K +$252K +4,793 +90%
Brown Advisory
206
Brown Advisory
Maryland
$531K +$105 +2 +0%
SIG
207
Spinnaker Investment Group
California
$526K +$66.9K +1,275 +15%
VAMG
208
Voisard Asset Management Group
Michigan
$525K +$525K +10,000 New
Focus Partners Wealth
209
Focus Partners Wealth
Massachusetts
$517K +$106K +2,019 +26%
LWL
210
Leo Wealth LLC
Texas
$515K +$514K +9,799 New
CAMG
211
CWA Asset Management Group
Florida
$501K +$14.7K +280 +3%
RW
212
Rockport Wealth
Ohio
$490K +$490K +9,330 New
AWM
213
Axxcess Wealth Management
California
$481K +$481K +9,157 New
PG
214
Patten Group
Tennessee
$481K +$481K +9,156 New
NPFS
215
Novak & Powell Financial Services
Florida
$466K +$15.9K +303 +4%
SIM
216
Seaview Investment Managers
Florida
$465K -$265K -5,055 -36%
MCC
217
Money Concepts Capital
Florida
$462K -$70.6K -1,345 -13%
PFS
218
Prospera Financial Services
Texas
$458K +$458K +8,727 New
TFS
219
Thoroughbred Financial Services
Tennessee
$456K +$75.1K +1,430 +20%
Comerica Bank
220
Comerica Bank
Texas
$447K +$21.1K +401 +5%
SAW
221
Signal Advisors Wealth
Michigan
$445K +$110K +2,103 +33%
GIA
222
Gladstone Institutional Advisory
Florida
$441K +$129K +2,464 +42%
EMAM
223
Encompass More Asset Management
California
$430K +$430K +8,182 New
PPW
224
Pasadena Private Wealth
California
$430K +$31.9K +607 +8%
HWM
225
HighMark Wealth Management
Minnesota
$421K +$12.4K +236 +3%