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NEOS S&P 500 High Income ETF
SPYI

14 hedge funds and large institutions have $16.5M invested in NEOS S&P 500 High Income ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

2,378% more capital invested

Capital invested by funds: $665K → $16.5M (+$15.8M)

367% more funds holding

Funds holding: 3 → 14 (+11)

4.97% more ownership

Funds ownership: 9.98% → 14.95% (+5%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
14
Holders Change
+11
Holders Change %
+366.67%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
–
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$5.4M
2
GI
Gradient Investments
Minnesota
+$4.09M
3
FWM
Fortress Wealth Management
California
+$1.08M
4
CIA
Compass Ion Advisors
Pennsylvania
+$1.05M
5
DIM
Delta Investment Management
California
+$961K

Top Sellers

1
CP
Castleview Partners
Texas
-$17.4K
2
UBS Group
UBS Group
Switzerland
-$5.62K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$5.53M +$5.4M +111,467 New
GI
2
Gradient Investments
Minnesota
$4.19M +$4.09M +84,371 New
FWM
3
Fortress Wealth Management
California
$1.1M +$1.08M +22,217 New
CIA
4
Compass Ion Advisors
Pennsylvania
$1.08M +$1.05M +21,703 New
DIM
5
Delta Investment Management
California
$984K +$961K +19,829 New
OMC
6
Old Mission Capital
Illinois
$969K +$946K +19,518 New
GS
7
GTS Securities
New York
$882K +$861K +17,758 New
CP
8
Castleview Partners
Texas
$596K -$17.4K -358 -3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$546K +$533K +11,004 New
IAIM
10
International Assets Investment Management
Florida
$257K +$251K +5,180 New
IAN
11
Integrated Advisors Network
Texas
$248K +$242K +5,000 New
UBS Group
12
UBS Group
Switzerland
$41.7K -$5.62K -116 -12%
CFD
13
Creative Financial Designs
Indiana
$32.3K – – –
RG
14
Retirement Group
California
$16.1K +$15.8K +325 New

SPYI Hedge Fund Activity: Q2 2023 in Review

14 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q2 2023, worth a combined $16.5M — up 2,378% from $665K a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPYI positions and 0 closed out — a net gain of 11 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.4M. The largest seller was Castleview Partners, cutting an estimated $17.4K.

  • 14 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q2 2023, up from 3 in Q1 2023.
  • Funds reported $16.5M of NEOS S&P 500 High Income ETF stock for Q2 2023, up 2,378% quarter-over-quarter.
  • 11 funds opened new NEOS S&P 500 High Income ETF positions in Q2 2023 and 0 closed out, a net change of +11 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q2 2023 was Jane Street, an estimated $5.4M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q2 2023 was Castleview Partners, an estimated $17.4K sold.

Based on aggregated 13F filings for Q2 2023.