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NEOS S&P 500 High Income ETF (SPYI) Institutional Ownership

NEOS S&P 500 High Income ETF logo
$51.68 +1.03 (+2.03%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for NEOS S&P 500 High Income ETF (BATS:SPYI)

Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$599.06M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$402.77M
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SPYI Institutional Buying and Selling by Quarter

NEOS S&P 500 High Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Key Client Fiduciary Advisors LLC11,806$600K0.3%+157.8%0.047%
1/17/2025Traynor Capital Management Inc.4,654$237K0.0%-11.4%0.018%
1/17/2025Janney Montgomery Scott LLC14,392$731K0.0%N/A0.057%
1/17/2025Sheets Smith Wealth Management8,980$456K0.1%+52.9%0.036%
1/17/2025MCF Advisors LLC3,072$156K0.0%+2,548.3%0.012%
1/17/2025Atomi Financial Group Inc.7,143$363K0.0%+26.6%0.028%
1/16/2025Willner & Heller LLC15,038$764K0.7%-11.7%0.060%
1/16/2025Diversify Wealth Management LLC12,044$609K0.0%+5.1%0.048%
1/16/2025Cascade Investment Group Inc.37,180$1.89M1.4%+2.2%0.147%
1/15/2025 Ameritas Advisory Services LLC7,769$395K0.0%+15.0%0.031%
1/15/2025 Grant GrossMendelsohn LLC7,556$384K0.2%+33.9%0.030%
1/15/2025 Guardian Financial Partners LLC45,863$2.33M1.4%+8.3%0.182%
1/14/2025 Gainplan LLC47,939$2.44M0.9%+137.7%0.190%
1/13/2025 Unique Wealth LLC54,837$2.79M0.6%-10.6%0.217%
1/13/2025 Claro Advisors LLC18,937$962K0.1%+18.8%0.075%
1/10/2025 HBW Advisory Services LLC13,445$683K0.1%-4.1%0.053%
1/8/2025 International Assets Investment Management LLC156,793$7.96M0.4%-98.0%0.621%
1/8/2025 Weaver Consulting Group12,775$649K0.2%N/A0.051%
12/26/2024JPMorgan Chase & Co.6,826$350K0.0%N/A0.027%
11/18/2024Arete Wealth Advisors LLC14,054$718K0.1%+11.9%0.056%
11/18/2024Brown Financial Advisors164,448$8.43M3.5%+2,856.6%0.652%
11/15/2024Continuum Advisory LLC2,419$127K0.0%+503.2%0.010%
11/15/2024MML Investors Services LLC154,762$7.93M0.0%+50.6%0.613%
11/15/2024Orion Portfolio Solutions LLC89,534$4.59M0.1%+12.8%0.355%
11/15/2024Insigneo Advisory Services LLC15,965$818K0.1%N/A0.063%
11/15/2024Jane Street Group LLC39,591$2.03M0.0%+15.5%0.157%
11/15/2024Stifel Financial Corp433,365$22.20M0.0%+8.1%1.718%
11/15/2024HighTower Advisors LLC21,382$1.10M0.0%+38.8%0.085%
11/14/2024Rockefeller Capital Management L.P.23,309$1.19M0.0%+48.0%0.092%
11/12/2024Great Valley Advisor Group Inc.4,863$249K0.0%N/A0.019%
11/7/2024Napa Wealth Management8,156$418K0.2%N/A0.032%
11/7/2024CAP Partners LLC18,941$970K0.7%+18.3%0.075%
11/7/2024 Claro Advisors LLC15,943$817K0.1%+4.3%0.063%
11/5/2024Aptus Capital Advisors LLC38,886$1.99M0.0%-11.8%0.154%
11/5/2024Ashton Thomas Private Wealth LLC4,436$227K0.0%N/A0.018%
11/1/2024Sheets Smith Wealth Management5,875$301K0.0%N/A0.023%
10/30/2024Moloney Securities Asset Management LLC12,621$647K0.1%+7.2%0.050%
10/30/2024PDS Planning Inc20,316$1.04M0.1%+182.1%0.081%
10/29/2024Centennial Bank AR6,036$309K0.1%+598.6%0.024%
10/28/2024Gladstone Institutional Advisory LLC12,946$663K0.0%N/A0.051%
10/28/2024Creative Financial Designs Inc. ADV1,800$92K0.0%+176.9%0.007%
10/28/2024Stephens Inc. AR26,850$1.38M0.0%N/A0.106%
10/28/2024US Bancorp DE6,000$307K0.0%+49.6%0.024%
10/25/2024Diversify Wealth Management LLC11,456$586K0.1%+102.0%0.045%
10/25/2024Traynor Capital Management Inc.5,254$269K0.0%-20.6%0.021%
10/24/2024PFG Investments LLC21,686$1.11M0.1%+69.8%0.086%
10/23/2024Silver Oak Securities Incorporated7,866$402K0.0%+64.9%0.031%
10/22/2024 International Assets Investment Management LLC7,950,949$407.33M0.1%+5,381.7%31.514%
10/22/2024Private Advisor Group LLC133,541$6.86M0.0%+103.1%0.529%
10/22/2024Leo Wealth LLC9,900$507K0.0%N/A0.039%
10/19/2024Brown Lisle Cummings Inc.28,500$1.46M0.4%+2.2%0.113%
10/18/2024Fortress Wealth Management Inc.26,292$1.35M0.7%+13.0%0.104%
10/18/2024Key Client Fiduciary Advisors LLC4,580$235K0.1%N/A0.018%
10/17/2024 Claro Advisors LLC5,435$279K0.0%-64.4%0.022%
10/16/2024 SeaCrest Wealth Management LLC5,126$263K0.0%N/A0.020%
10/16/2024Cascade Investment Group Inc.36,380$1.86M1.4%+4.5%0.144%
10/11/2024Creative Planning5,967$306K0.0%N/A0.024%
10/11/2024Paladin Wealth LLC32,902$1.69M1.5%N/A0.130%
10/11/2024High Net Worth Advisory Group LLC28,571$1.46M0.4%+40.4%0.113%
10/10/2024Willner & Heller LLC17,029$872K0.8%-8.4%0.067%
10/8/2024Atomi Financial Group Inc.5,642$289K0.0%-8.6%0.022%
10/3/2024 Unique Wealth LLC61,358$3.14M0.7%-38.4%0.243%
9/30/2024Mattson Financial Services LLC8,279$415K0.1%N/A0.033%
8/30/2024Brown Financial Advisors5,562$279K0.1%N/A0.022%
8/30/2024Centennial Bank AR864$43K0.0%+190.9%0.003%
8/22/2024Cetera Investment Advisers20,150$1.01M0.0%+104.8%0.080%
8/21/2024Truist Financial Corp35,310$1.77M0.0%+29.5%0.140%
8/19/2024B. Riley Wealth Advisors Inc.19,874$997K0.0%N/A0.079%
8/16/2024Northeast Financial Consultants Inc9,746$489K0.0%N/A0.039%
8/15/2024Delta Investment Management LLC39,784$2.00M0.4%+29.5%0.158%
8/12/2024Carolinas Wealth Consulting LLC4,791$240K0.0%N/A0.019%
8/10/2024Axxcess Wealth Management LLC8,865$445K0.0%-42.6%0.035%
8/9/2024Renaissance Technologies LLC225,600$11.31M0.0%+2.3%0.894%
8/8/2024Envestnet Asset Management Inc.42,417$2.13M0.0%+95.0%0.168%
8/8/2024CoreCap Advisors LLC7,579$380K0.0%N/A0.030%
8/8/2024LPL Financial LLC671,598$33.68M0.0%+47.4%2.662%
8/7/2024PFG Investments LLC12,769$640K0.0%N/A0.051%
8/5/2024Private Advisor Group LLC65,736$3.28M0.0%+513.4%0.261%
7/31/2024Aptus Capital Advisors LLC44,101$2.21M0.0%+10.7%0.175%
7/31/2024Commonwealth Equity Services LLC34,686$1.74M0.0%+252.1%0.137%
7/30/2024Moloney Securities Asset Management LLC11,778$591K0.1%+5.4%0.047%
7/30/2024 International Assets Investment Management LLC145,046$7.27M0.4%+214.6%0.575%
7/27/2024Cascade Wealth Advisors Inc122,901$6.06M4.5%+82.1%0.487%
7/26/2024Cambridge Investment Research Advisors Inc.26,605$1.33M0.0%+83.6%0.105%
7/26/2024Atomi Financial Group Inc.6,172$310K0.0%-19.2%0.024%
7/23/2024Crescent Grove Advisors LLC28,325$1.42M0.2%+46.7%0.112%
7/22/2024Atria Wealth Solutions Inc.22,736$1.14M0.0%+220.4%0.090%
7/19/2024Willner & Heller LLC18,582$932K0.9%+5.4%0.074%
7/19/2024CAP Partners LLC16,006$803K0.7%+75.7%0.063%
7/19/2024 Unique Wealth LLC99,648$5.00M1.3%-2.2%0.395%
7/18/2024Gradient Investments LLC350,375$17.57M0.4%+17.2%1.389%
7/18/2024Triad Wealth Partners LLC1,018$51K0.0%N/A0.004%
7/17/2024Atticus Wealth Management LLC2,031$102K0.0%N/A0.008%
7/17/2024Brown Lisle Cummings Inc.27,875$1.40M0.5%+4.6%0.110%
7/17/2024High Net Worth Advisory Group LLC20,351$1.02M0.3%+131.3%0.081%
7/17/2024AlphaMark Advisors LLC875$44K0.0%N/A0.003%
7/16/2024Cascade Investment Group Inc.34,805$1.75M1.4%+40.7%0.138%
7/16/2024Fortress Wealth Management Inc.23,259$1.17M0.6%+6.2%0.092%
7/16/2024Lee Johnson Capital Management LLC641,783$32.19M16.4%N/A2.544%
7/15/2024 Guardian Financial Partners LLC38,613$1.94M1.3%+7.8%0.153%
(Data available from 1/1/2016 forward)

SPYI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPYI shares?

During the previous two years, 87 institutional investors and hedge funds held shares of NEOS S&P 500 High Income ETF. The most heavily invested institutionals were LPL Financial LLC ($33.68M), Lee Johnson Capital Management LLC ($32.19M), Stifel Financial Corp ($22.20M), Gradient Investments LLC ($17.57M), Renaissance Technologies LLC ($11.31M), Brown Financial Advisors ($8.43M), and International Assets Investment Management LLC ($7.96M).Learn more on SPYI's institutional investors.

Which institutional investors have been buying NEOS S&P 500 High Income ETF stock?

Of the 86 institutional investors that purchased NEOS S&P 500 High Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($9.25M), Lee Johnson Capital Management LLC ($641.78K), Gradient Investments LLC ($266.51K), LPL Financial LLC ($215.85K), Stifel Financial Corp ($199.98K), Brown Financial Advisors ($164.45K), and Private Advisor Group LLC ($133.54K).

How much institutional buying is happening at NEOS S&P 500 High Income ETF?

Institutional investors have bought a total of 12,091,382 shares in the last 24 months. This purchase volume represents approximately $611.13M in transactions.

Which NEOS S&P 500 High Income ETF major shareholders have been selling company stock?

Of the 16 institutional investors that sold NEOS S&P 500 High Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($7.79M), Unique Wealth LLC ($47.03K), Crescent Grove Advisors LLC ($11.16K), Claro Advisors LLC ($9.85K), Castleview Partners LLC ($9.56K), Compass Ion Advisors LLC ($8.45K), and Axxcess Wealth Management LLC ($6.59K).

How much institutional selling is happening at NEOS S&P 500 High Income ETF?

Institutional investors have sold a total of 7,909,886 shares in the last 24 months. This volume of shares sold represents approximately $403.38M in transactions.


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This page (BATS:SPYI) was last updated on 1/18/2025 by MarketBeat.com Staff
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