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NEOS S&P 500 High Income ETF

110 hedge funds and large institutions have $216M invested in NEOS S&P 500 High Income ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
110
Holders Change
+28
Holders Change %
+34.15%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
38
Increased
55
Reduced
9
Closed
9
Calls
$612K
Puts
$291K
Net Calls
+$321K
Net Calls Change
+$321K
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$33.7M 671,598 +215,854 +47%
LJCM
2
Lee Johnson Capital Management
Texas
$32.2M 641,783 +641,783 New
Stifel Financial
3
Stifel Financial
Missouri
$20.1M 400,979 +3,325 +0.8%
GI
4
Gradient Investments
Minnesota
$17.6M 350,375 +51,377 +17%
Renaissance Technologies
5
Renaissance Technologies
New York
$11.3M 225,600 +5,000 +2%
IAIM
6
International Assets Investment Management
Florida
$7.27M 145,046 +98,936 +215%
CWA
7
Cascade Wealth Advisors
Washington
$6.06M 122,901 +55,418 +82%
MML Investors Services
8
MML Investors Services
Massachusetts
$5.15M 102,781 +102,781 New
UW
9
Unique Wealth
Florida
$5M 99,648 -2,218 -2%
CFA
10
Camarda Financial Advisors
Florida
$4.08M 81,370 -857 -1%
OPS
11
Orion Portfolio Solutions
Nebraska
$3.98M 79,379 +79,379 New
BCI
12
Brinker Capital Investments
Pennsylvania
$3.98M 79,379 +79,379 New
PAG
13
Private Advisor Group
New Jersey
$3.28M 65,736 +55,020 +513%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.47M 49,296 +36,663 +290%
ACA
15
Aptus Capital Advisors
Alabama
$2.21M 44,101 +4,253 +11%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.13M 42,417 +20,661 +95%
SMC
17
Smith, Moore & Co
Missouri
$2.09M 41,627 +41,627 New
Morgan Stanley
18
Morgan Stanley
New York
$2M 39,864 +39,859 +797,180%
DIM
19
Delta Investment Management
California
$2M 39,784 +9,064 +30%
GFP
20
Guardian Financial Partners
California
$1.94M 38,613 +2,807 +8%
Truist Financial
21
Truist Financial
North Carolina
$1.77M 35,310 +8,052 +30%
CIG
22
Cascade Investment Group
Colorado
$1.75M 34,805 +10,075 +41%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.74M 34,686 +24,834 +252%
KAS
24
Kestra Advisory Services
Texas
$1.74M 34,635 +34,635 New
Jane Street
25
Jane Street
New York
$1.72M 34,292 +23,313 +212%