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NEOS S&P 500 High Income ETF
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Overview Fund Activity

134 hedge funds and large institutions have $281M invested in NEOS S&P 500 High Income ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 18 reducing their positions, and 13 closing their positions.

Holders
134
Holders Change
+24
Holders Change %
+21.82%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
69
Reduced
18
Closed
13
Calls
$1.39M
Puts
$2.96M
Net Calls
-$1.57M
Net Calls Change
-$1.89M

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$90.8M
2
BFA
2
Brown Financial Advisors
Ohio
$8.42M
3
PAG
3
Private Advisor Group
New Jersey
$6.86M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$7.93M
5
Ameriprise
5
Ameriprise
Minnesota
$2.64M

Top Sellers

1
LJCM
1
Lee Johnson Capital Management
Texas
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6.82M
3
CFA
3
Camarda Financial Advisors
Florida
$712K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
UW
5
Unique Wealth
Florida
$3.14M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$90.8M 1,772,372 +1,421,997 +406%
LPL Financial
2
LPL Financial
California
$33.5M 654,274 -17,324 -3%
Stifel Financial
3
Stifel Financial
Missouri
$22.2M 433,365 +32,386 +8%
BFA
4
Brown Financial Advisors
Ohio
$8.42M 164,448 +158,886 +2,857%
MML Investors Services
5
MML Investors Services
Massachusetts
$7.93M 154,762 +51,981 +51%
PAG
6
Private Advisor Group
New Jersey
$6.86M 133,541 +67,805 +103%
Renaissance Technologies
7
Renaissance Technologies
New York
$6.82M 133,100 -92,500 -41%
CWA
8
Cascade Wealth Advisors
Washington
$6.27M 122,391 -510 -0.4%
OPS
9
Orion Portfolio Solutions
Nebraska
$4.59M 89,534 +10,155 +13%
BCI
10
Brinker Capital Investments
Pennsylvania
$4.59M 89,534 +10,155 +13%
UW
11
Unique Wealth
Florida
$3.14M 61,358 -38,290 -38%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.77M 54,036 +11,619 +27%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.68M 52,403 +32,253 +160%
Ameriprise
14
Ameriprise
Minnesota
$2.64M 51,486 +51,486 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.59M 50,492 +15,806 +46%
SMC
16
Smith, Moore & Co
Missouri
$2.55M 49,749 +8,122 +20%
UBS Group
17
UBS Group
Switzerland
$2.4M 46,800 +46,800 New
Truist Financial
18
Truist Financial
North Carolina
$2.33M 45,521 +10,211 +29%
WA
19
Waverly Advisors
Alabama
$2.3M 44,985 +16,552 +58%
GFP
20
Guardian Financial Partners
California
$2.17M 42,337 +3,724 +10%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.12M 41,379 +22,773 +122%
DIM
22
Delta Investment Management
California
$2.08M 40,547 +763 +2%
Jane Street
23
Jane Street
New York
$2.03M 39,591 +5,299 +15%
ACA
24
Aptus Capital Advisors
Alabama
$1.99M 38,886 -5,215 -12%
CIG
25
Cascade Investment Group
Colorado
$1.86M 36,380 +1,575 +5%
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