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NEOS S&P 500 High Income ETF
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Overview Fund Activity

190 hedge funds and large institutions have $438M invested in NEOS S&P 500 High Income ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 92 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+23
Holders Change %
+13.77%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
43
Increased
92
Reduced
39
Closed
16
Calls
$1.52M
Puts
$3.84M
Net Calls
-$2.32M
Net Calls Change
-$3.44M

Top Buyers

1
LPL Financial
LPL Financial
California
$61.8M
2
CWA
Cascade Wealth Advisors
Washington
$12.3M
3
AFP
Ausdal Financial Partners
Iowa
$5M
4
AAA
American Alpha Advisors
New York
$4.24M
5
3AM
3EDGE Asset Management
Florida
$3.91M

Top Sellers

1
GI
Gradient Investments
Minnesota
$78.6M
2
PAG
Private Advisor Group
New Jersey
$18M
3
Renaissance Technologies
Renaissance Technologies
New York
$1.27M
4
CGA
Crescent Grove Advisors
Illinois
$1.06M
5
BFA
Brown Financial Advisors
Ohio
$5.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$78.6M -$27M -563,112 -26%
LPL Financial
2
LPL Financial
California
$61.8M +$22M +458,785 +55%
Stifel Financial
3
Stifel Financial
Missouri
$26.1M +$2.04M +42,594 +8%
SHFP
4
Second Half Financial Partners
Florida
$19.5M -$2.23M -46,585 -10%
PAG
5
Private Advisor Group
New Jersey
$18M -$13.8M -287,873 -43%
CWA
6
Cascade Wealth Advisors
Washington
$12.3M +$5.42M +116,972 +78%
MML Investors Services
7
MML Investors Services
Massachusetts
$9.89M +$1.57M +32,749 +19%
IAIM
8
International Assets Investment Management
Florida
$7.44M -$73.1K -1,527 -1%
UBS Group
9
UBS Group
Switzerland
$6.06M +$1.5M +31,309 +33%
BFA
10
Brown Financial Advisors
Ohio
$5.89M -$3.6M -75,182 -38%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$5.68M +$722K +15,084 +15%
MFS
12
Mattson Financial Services
Michigan
$5.4M -$2.66M -55,487 -33%
AFP
13
Ausdal Financial Partners
Iowa
$5M +$5M +104,482 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.43M +$1.65M +34,396 +59%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.3M +$1.1M +23,030 +35%
AAA
16
American Alpha Advisors
New York
$4.24M +$4.24M +88,596 New
BCI
17
Brinker Capital Investments
Pennsylvania
$4.05M +$167K +3,496 +4%
OPS
18
Orion Portfolio Solutions
Nebraska
$4.05M +$167K +3,496 +4%
3AM
19
3EDGE Asset Management
Florida
$3.91M +$3.91M +81,613 New
SCM
20
Steele Capital Management
Iowa
$3.9M +$2.49M +51,900 +176%
DIM
21
Delta Investment Management
California
$3.54M +$1.07M +22,395 +43%
MS
22
Madden Securities
Texas
$3.49M +$3.49M +72,885 New
KAS
23
Kestra Advisory Services
Texas
$3.49M +$1.74M +36,348 +100%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$3.45M +$2.8M +58,530 +433%
SWP
25
Stratos Wealth Partners
Ohio
$3.37M +$2.79M +58,184 +479%
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