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NEOS S&P 500 High Income ETF
SPYI

169 hedge funds and large institutions have $441M invested in NEOS S&P 500 High Income ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 10

329% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 21

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

73% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $1.53M

57% more capital invested

Capital invested by funds: $282M → $441M (+$159M)

25% more funds holding

Funds holding: 135 → 169 (+34)

17.83% less ownership

Funds ownership: 34.69% → 16.86% (-18%)

Holders
169
Holders Change
+34
Holders Change %
+25.19%
% of All Funds
2.23%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
45
Increased
90
Reduced
21
Closed
10
Calls
$2.66M
Puts
$1.53M
Net Calls
+$1.12M
Net Calls Change
+$2.69M

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$27.5M
2
SHFP
Second Half Financial Partners
Florida
+$23.5M
3
GI
Gradient Investments
Minnesota
+$22.4M
4
LPL Financial
LPL Financial
California
+$9.19M
5
MFS
Mattson Financial Services
Michigan
+$8.28M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$404M
2
Jane Street
Jane Street
New York
-$2.03M
3
SFS
Sowell Financial Services
Arkansas
-$1.39M
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$822K
5
TSS
Two Sigma Securities
New York
-$510K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
Gradient Investments
Minnesota
$112M +$22.4M +432,976 +24%
LPL Financial
2
LPL Financial
California
$42.3M +$9.19M +177,419 +27%
PAG
3
Private Advisor Group
New Jersey
$33.8M +$27.5M +531,207 +398%
Stifel Financial
4
Stifel Financial
Missouri
$25.6M +$3.63M +69,992 +16%
SHFP
5
Second Half Financial Partners
Florida
$23.1M +$23.5M +454,000 New
Renaissance Technologies
6
Renaissance Technologies
New York
$10.1M +$3.44M +66,500 +50%
BFA
7
Brown Financial Advisors
Ohio
$10.1M +$1.75M +33,750 +21%
MML Investors Services
8
MML Investors Services
Massachusetts
$8.83M +$981K +18,946 +12%
MFS
9
Mattson Financial Services
Michigan
$8.62M +$8.28M +159,964 +1,949%
IAIM
10
International Assets Investment Management
Florida
$7.96M -$404M -7,794,156 -98%
CWA
11
Cascade Wealth Advisors
Washington
$7.59M +$1.39M +26,885 +22%
CGA
12
Crescent Grove Advisors
Illinois
$6.36M +$5M +96,574 +339%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$5.26M +$2.65M +51,145 +98%
UBS Group
14
UBS Group
Switzerland
$4.84M +$2.51M +48,530 +104%
BCI
15
Brinker Capital Investments
Pennsylvania
$4.12M -$442K -8,525 -10%
OPS
16
Orion Portfolio Solutions
Nebraska
$4.12M -$442K -8,525 -10%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.56M +$832K +16,062 +30%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.39M +$841K +16,229 +32%
IAA
19
Independent Advisor Alliance
North Carolina
$2.99M +$3.04M +58,741 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.96M +$1.2M +23,241 +66%
Ameriprise
21
Ameriprise
Minnesota
$2.81M +$198K +3,830 +7%
SMC
22
Smith, Moore & Co
Missouri
$2.79M +$264K +5,098 +10%
UW
23
Unique Wealth
Florida
$2.79M -$338K -6,521 -11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.69M +$598K +11,543 +28%
PWM
25
Palacios Wealth Management
Florida
$2.66M +$2.68M +51,839 New
1
2 3 4 5

SPYI Hedge Fund Activity: Q4 2024 in Review

169 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q4 2024, worth a combined $441M — up 57% from $282M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPYI positions and 10 closed out — a net gain of 35 holders — while 90 added to existing stakes and 21 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $27.5M. The largest seller was International Assets Investment Management, cutting an estimated $404M.

  • 169 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q4 2024, up from 135 in Q3 2024.
  • Funds reported $441M of NEOS S&P 500 High Income ETF stock for Q4 2024, up 57% quarter-over-quarter.
  • 45 funds opened new NEOS S&P 500 High Income ETF positions in Q4 2024 and 10 closed out, a net change of +35 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q4 2024 was Private Advisor Group, an estimated $27.5M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q4 2024 was International Assets Investment Management, an estimated $404M sold.

Based on aggregated 13F filings for Q4 2024.