We are live on ! Find out more
SPYI icon

NEOS S&P 500 High Income ETF

392 hedge funds and large institutions have $1.37B invested in NEOS S&P 500 High Income ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 217 increasing their positions, 63 reducing their positions, and 26 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

12% more funds holding

Funds holding: 351392 (+41)

0.18% less ownership

Funds ownership: 17.04%16.86% (-0.18%)

3% less call options, than puts

Call options by funds: $15.2M | Put options by funds: $15.8M

Holders
392
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.2M
Puts
$15.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
201
Oregon Pacific Wealth Management
Oregon
$760K
MW
202
MBL Wealth
North Carolina
$741K
VI
203
VectorGlobal IAG
Florida
$733K
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$713K
TA
205
Tactive Advisors
Florida
$712K
LFG
206
Larson Financial Group
Missouri
$707K
Corient Private Wealth
207
Corient Private Wealth
Florida
$703K
OC
208
Oakworth Capital
Alabama
$696K
PG
209
Patten Group
Tennessee
$696K
Mirae Asset Global Investments
210
Mirae Asset Global Investments
South Korea
$691K
WG
211
Wellington Group
Indiana
$689K
DAS
212
Dynamic Advisor Solutions
Arizona
$666K
CFA
213
Camarda Financial Advisors
Florida
$662K
GIA
214
Gladstone Institutional Advisory
Florida
$660K
DWS
215
Discipline Wealth Solutions
South Carolina
$649K
NW
216
NewEdge Wealth
Pennsylvania
$644K
Wells Fargo
217
Wells Fargo
California
$636K
BWM
218
BCS Wealth Management
Tennessee
$633K
Creative Planning
219
Creative Planning
Kansas
$632K
HI
220
Harbour Investments
Wisconsin
$631K
SIM
221
Stratos Investment Management
Ohio
$630K
S
222
Storgate
Texas
$607K
Betterment LLC
223
Betterment LLC
New York
$604K
AWM
224
Accel Wealth Management
Iowa
$593K
SWM
225
SeaCrest Wealth Management
New York
$590K