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NEOS S&P 500 High Income ETF

167 hedge funds and large institutions have $440M invested in NEOS S&P 500 High Income ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 89 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
167
Holders Change
+33
Holders Change %
+24.63%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
44
Increased
89
Reduced
21
Closed
10
Calls
$2.66M
Puts
$1.54M
Net Calls
+$1.12M
Net Calls Change
+$2.69M
Name Market Value Shares Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$112M 2,205,348 +432,976 +24%
LPL Financial
2
LPL Financial
California
$42.3M 831,693 +177,419 +27%
PAG
3
Private Advisor Group
New Jersey
$33.8M 664,748 +531,207 +398%
Stifel Financial
4
Stifel Financial
Missouri
$25.6M 503,357 +69,992 +16%
SHFP
5
Second Half Financial Partners
Florida
$23.1M 454,000 +454,000 New
Renaissance Technologies
6
Renaissance Technologies
New York
$10.1M 199,600 +66,500 +50%
BFA
7
Brown Financial Advisors
Ohio
$10.1M 198,198 +33,750 +21%
MML Investors Services
8
MML Investors Services
Massachusetts
$8.83M 173,708 +18,946 +12%
MFS
9
Mattson Financial Services
Michigan
$8.62M 168,173 +159,964 +1,949%
IAIM
10
International Assets Investment Management
Florida
$7.96M 156,793 -7,794,156 -98%
CWA
11
Cascade Wealth Advisors
Washington
$7.59M 149,276 +26,885 +22%
CGA
12
Crescent Grove Advisors
Illinois
$6.36M 125,059 +96,574 +339%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$5.26M 103,548 +51,145 +98%
UBS Group
14
UBS Group
Switzerland
$4.84M 95,330 +48,530 +104%
OPS
15
Orion Portfolio Solutions
Nebraska
$4.12M 81,009 -8,525 -10%
BCI
16
Brinker Capital Investments
Pennsylvania
$4.12M 81,009 -8,525 -10%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.56M 70,098 +16,062 +30%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.39M 66,721 +16,229 +32%
IAA
19
Independent Advisor Alliance
North Carolina
$2.99M 58,741 +58,741 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.96M 58,193 +23,241 +66%
Ameriprise
21
Ameriprise
Minnesota
$2.81M 55,316 +3,830 +7%
SMC
22
Smith, Moore & Co
Missouri
$2.79M 54,847 +5,098 +10%
UW
23
Unique Wealth
Florida
$2.79M 54,837 -6,521 -11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.69M 52,922 +11,543 +28%
PWM
25
Palacios Wealth Management
Florida
$2.66M 51,839 +51,839 New