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NEOS S&P 500 High Income ETF

294 hedge funds and large institutions have $875M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 148 increasing their positions, 44 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

26% more funds holding

Funds holding: 233294 (+61)

1.92% more ownership

Funds ownership: 14.45%16.38% (+1.9%)

0% more call options, than puts

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

Holders
294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
PA
201
PFG Advisors
Arizona
$329K
SA
202
Sanctuary Advisors
Indiana
$328K
DC
203
Davenport & Co
Virginia
$322K
PFO
204
PMG Family Office
Texas
$318K
PFGIA
205
Patriot Financial Group Insurance Agency
Massachusetts
$315K
JSW
206
Journey Strategic Wealth
New Jersey
$313K
CWA
207
Capital Wealth Alliance
Arizona
$312K
GIA
208
Gladstone Institutional Advisory
Florida
$310K
Creative Planning
209
Creative Planning
Kansas
$308K
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$305K
EA
211
Eclectic Associates
California
$301K
FFM
212
Forum Financial Management
Illinois
$301K
P
213
&Partners
Tennessee
$299K
FTA
214
Financial & Tax Architects
Missouri
$297K
GRP
215
Global Retirement Partners
California
$294K
MSWA
216
Marshall & Sterling Wealth Advisors
New York
$289K
FFA
217
Farther Finance Advisors
California
$287K
IAS
218
Insigneo Advisory Services
Florida
$285K
GIM
219
Guild Investment Management
California
$285K
XT
220
XTX Topco
Cayman Islands
$280K
WCG
221
Weaver Consulting Group
California
$279K
NA
222
NewEdge Advisors
Louisiana
$273K
MOS
223
MGO One Seven
Ohio
$268K
FWI
224
Facet Wealth Inc
Maryland
$266K
AWM
225
AE Wealth Management
Kansas
$265K