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NEOS S&P 500 High Income ETF

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

2.56% less ownership

Funds ownership: 16.82%14.26% (-2.6%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

60% less call options, than puts

Call options by funds: $1.52M | Put options by funds: $3.84M

Holders
190
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.52M
Puts
$3.84M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$78.6M
LPL Financial
2
LPL Financial
California
$61.8M
Stifel Financial
3
Stifel Financial
Missouri
$26.1M
SHFP
4
Second Half Financial Partners
Florida
$19.5M
PAG
5
Private Advisor Group
New Jersey
$18M
CWA
6
Cascade Wealth Advisors
Washington
$12.3M
MML Investors Services
7
MML Investors Services
Massachusetts
$9.89M
IAIM
8
International Assets Investment Management
Florida
$7.44M
UBS Group
9
UBS Group
Switzerland
$6.06M
BFA
10
Brown Financial Advisors
Ohio
$5.89M
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$5.68M
MFS
12
Mattson Financial Services
Michigan
$5.4M
AFP
13
Ausdal Financial Partners
Iowa
$5M
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.43M
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.3M
AAA
16
American Alpha Advisors
New York
$4.24M
OPS
17
Orion Portfolio Solutions
Nebraska
$4.05M
BCI
18
Brinker Capital Investments
Pennsylvania
$4.05M
3AM
19
3EDGE Asset Management
Florida
$3.91M
SCM
20
Steele Capital Management
Iowa
$3.9M
DIM
21
Delta Investment Management
California
$3.54M
MS
22
Madden Securities
Texas
$3.49M
KAS
23
Kestra Advisory Services
Texas
$3.49M
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$3.45M
SWP
25
Stratos Wealth Partners
Ohio
$3.37M