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NEOS S&P 500 High Income ETF

235 hedge funds and large institutions have $596M invested in NEOS S&P 500 High Income ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 121 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 34

232% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 19

35% more capital invested

Capital invested by funds: $442M → $596M (+$154M)

22% more funds holding

Funds holding: 193235 (+42)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.24% more ownership

Funds ownership: 14.39%14.63% (+0.24%)

51% less call options, than puts

Call options by funds: $2.77M | Put options by funds: $5.62M

Holders
235
Holders Change
+42
Holders Change %
+21.76%
% of All Funds
3.09%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
63
Increased
121
Reduced
34
Closed
19
Calls
$2.77M
Puts
$5.62M
Net Calls
-$2.86M
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$91.7M +$25.6M +531,503 +41%
GI
2
Gradient Investments
Minnesota
$84M +$1.29M +26,747 +2%
Stifel Financial
3
Stifel Financial
Missouri
$28.5M +$1.02M +21,296 +4%
UBS Group
4
UBS Group
Switzerland
$22.6M +$15.5M +321,500 +254%
PAG
5
Private Advisor Group
New Jersey
$21.5M +$2.38M +49,549 +13%
SHFP
6
Second Half Financial Partners
Florida
$20.6M +$115K +2,391 +0.6%
CWA
7
Cascade Wealth Advisors
Washington
$18.9M +$4.87M +101,172 +38%
MML Investors Services
8
MML Investors Services
Massachusetts
$11.6M +$1.15M +23,866 +12%
Two Sigma Investments
9
Two Sigma Investments
New York
$10.4M +$9.91M +206,100 New
IAIM
10
International Assets Investment Management
Florida
$8.27M +$438K +9,114 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.23M +$4.88M +101,411 +163%
KAS
12
Kestra Advisory Services
Texas
$7.95M +$4.09M +85,049 +117%
AFP
13
Ausdal Financial Partners
Iowa
$7.43M +$2.08M +43,180 +41%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$7.22M +$1.19M +24,758 +21%
IFG
15
Independent Financial Group
California
$7.15M +$3.36M +69,814 +97%
BFA
16
Brown Financial Advisors
Ohio
$6.08M -$104K -2,161 -2%
MS
17
Madden Securities
Texas
$5.84M +$2.07M +43,135 +59%
MFS
18
Mattson Financial Services
Michigan
$5.7M +$25.4K +529 +0.5%
Renaissance Technologies
19
Renaissance Technologies
New York
$5.22M +$3.71M +77,100 +290%
RA
20
RiverTree Advisors
Florida
$5.19M +$3.14M +65,282 +172%
RAM
21
Readystate Asset Management
Illinois
$4.96M +$4.74M +98,496 New
SWP
22
Stratos Wealth Partners
Ohio
$4.72M +$1.13M +23,499 +33%
SCM
23
Steele Capital Management
Iowa
$4.67M +$551K +11,460 +14%
BCI
24
Brinker Capital Investments
Pennsylvania
$4.53M +$266K +5,537 +7%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$4.48M +$782K +16,268 +23%

SPYI Hedge Fund Activity: Q2 2025 in Review

235 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q2 2025, worth a combined $596M — up 35% from $442M a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SPYI positions and 19 closed out — a net gain of 44 holders — while 121 added to existing stakes and 34 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.6M. The largest seller was American Alpha Advisors, exiting entirely with an estimated $4.24M sold.

  • 235 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q2 2025, up from 193 in Q1 2025.
  • Funds reported $596M of NEOS S&P 500 High Income ETF stock for Q2 2025, up 35% quarter-over-quarter.
  • 63 funds opened new NEOS S&P 500 High Income ETF positions in Q2 2025 and 19 closed out, a net change of +44 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q2 2025 was LPL Financial, an estimated $25.6M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q2 2025 was American Alpha Advisors, an estimated $4.24M sold.

Based on aggregated 13F filings for Q2 2025.