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NEOS S&P 500 High Income ETF

82 hedge funds and large institutions have $120M invested in NEOS S&P 500 High Income ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
82
Holders Change
+21
Holders Change %
+34.43%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
37
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$23M 455,744 +333,088 +272%
Stifel Financial
2
Stifel Financial
Missouri
$20M 397,654 +230,061 +137%
GI
3
Gradient Investments
Minnesota
$15.1M 298,998 +34,971 +13%
Renaissance Technologies
4
Renaissance Technologies
New York
$11.1M 220,600 +82,800 +60%
UW
5
Unique Wealth
Florida
$5.13M 101,866 +101,866 New
CFA
6
Camarda Financial Advisors
Florida
$4.14M 82,227 +21,757 +36%
CWA
7
Cascade Wealth Advisors
Washington
$3.34M 67,483 +67,483 New
IAIM
8
International Assets Investment Management
Florida
$2.32M 46,110 +18,692 +68%
ACA
9
Aptus Capital Advisors
Alabama
$2.01M 39,848 +39,848 New
GFP
10
Guardian Financial Partners
California
$1.8M 35,806 +35,806 New
DIM
11
Delta Investment Management
California
$1.55M 30,720 -2,882 -9%
Truist Financial
12
Truist Financial
North Carolina
$1.37M 27,258 +21,843 +403%
DAM
13
Derbend Asset Management
Georgia
$1.35M 26,775 +11,926 +80%
BLC
14
Brown, Lisle/Cummings
Rhode Island
$1.34M 26,650 +11,650 +78%
CIA
15
Compass Ion Advisors
Pennsylvania
$1.33M 26,323 -4,227 -14%
CIG
16
Cascade Investment Group
Colorado
$1.25M 24,730 +24,730 New
TCM
17
Triumph Capital Management
Colorado
$1.23M 24,444 +2,372 +11%
FWM
18
Fortress Wealth Management
California
$1.1M 21,909 +635 +3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.1M 21,756 +21,756 New
HighTower Advisors
20
HighTower Advisors
Illinois
$1.09M 21,619 -538 -2%
CGA
21
Crescent Grove Advisors
Illinois
$972K 19,305
USCWA
22
U.S. Capital Wealth Advisors
Texas
$939K 18,655 +12,805 +219%
WH
23
Willner & Heller
California
$888K 17,630 +1,835 +12%
JWM
24
Jupiter Wealth Management
Colorado
$804K 16,299 +16,299 New
AWM
25
Axxcess Wealth Management
California
$778K 15,453 +10,680 +224%