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NEOS S&P 500 High Income ETF

294 hedge funds and large institutions have $875M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 148 increasing their positions, 44 reducing their positions, and 14 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 in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

26% more funds holding

Funds holding: 233294 (+61)

1.92% more ownership

Funds ownership: 14.45%16.38% (+1.9%)

0% more call options, than puts

Call options by funds: $8.64M | Put options by funds: $8.61M

Holders
294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.64M
Puts
$8.61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$120M
GI
2
Gradient Investments
Minnesota
$91.7M
Stifel Financial
3
Stifel Financial
Missouri
$32M
UBS Group
4
UBS Group
Switzerland
$31M
MML Investors Services
5
MML Investors Services
Massachusetts
$30.1M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$26.9M
PAG
7
Private Advisor Group
New Jersey
$24.6M
HCM
8
Howard Capital Management
Georgia
$21.5M
MFG
9
Merit Financial Group
Georgia
$21.4M
SHFP
10
Second Half Financial Partners
Florida
$21.2M
MS
11
Madden Securities
Texas
$18.5M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$18.4M
CWA
13
Cascade Wealth Advisors
Washington
$16.9M
Two Sigma Investments
14
Two Sigma Investments
New York
$16.3M
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$14.4M
KAS
16
Kestra Advisory Services
Texas
$9.58M
IAIM
17
International Assets Investment Management
Florida
$8.72M
AFP
18
Ausdal Financial Partners
Iowa
$8.71M
SWP
19
Stratos Wealth Partners
Ohio
$8.36M
PIWA
20
Prevail Innovative Wealth Advisors
Kansas
$6.8M
SCM
21
Steele Capital Management
Iowa
$6.59M
DIM
22
Delta Investment Management
California
$6.43M
BFA
23
Brown Financial Advisors
Ohio
$6.32M
APW
24
Aventura Private Wealth
Florida
$6.2M
MFS
25
Mattson Financial Services
Michigan
$6.2M