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

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(As of 05/17/2024 ET)
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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)
35
Total
Institutional Inflows
(last 12 months)
$110.77M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.88M
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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
5/14/2024 Axxcess Wealth Management LLC15,453$778K0.0%+223.8%0.064%
5/9/2024 Delta Investment Management LLC30,720$1.55M0.4%-8.6%0.128%
5/8/2024 Camarda Financial Advisors LLC82,227$4.14M1.7%+36.0%0.343%
5/8/2024 Avantax Advisory Services Inc.5,963$300K0.0%N/A0.025%
5/7/2024 Atomi Financial Group Inc.7,637$385K0.0%+63.5%0.032%
5/6/2024 HBC Financial Services PLLC2,800$134K0.1%N/A0.012%
5/2/2024 Moloney Securities Asset Management LLC11,178$563K0.1%+17.6%0.047%
4/30/2024 Private Advisor Group LLC10,716$540K0.0%+63.6%0.045%
4/27/2024 Guardian Financial Partners LLC35,806$1.80M1.2%N/A0.164%
4/25/2024 Gainplan LLC14,766$744K0.4%+38.6%0.068%
4/25/2024 Capital Investment Advisory Services LLC1,570$79K0.0%+86.9%0.007%
4/25/2024 Triumph Capital Management24,444$1.23M0.5%+10.7%0.112%
4/24/2024 Newbridge Financial Services Group Inc.1,412$71K0.0%+236.2%0.006%
4/23/2024 Gradient Investments LLC298,998$15.06M0.3%+13.2%1.370%
4/18/2024 CAP Partners LLC9,108$459K0.4%+50.4%0.042%
4/18/2024 Claro Advisors LLC15,106$761K0.1%N/A0.069%
4/18/2024 Compass Ion Advisors LLC26,323$1.33M0.2%-13.8%0.121%
4/15/2024 Cascade Wealth Advisors Inc67,483$3.34M2.8%N/A0.309%
4/12/2024 Traynor Capital Management Inc.6,450$325K0.0%+3.9%0.168%
4/12/2024 High Net Worth Advisory Group LLC8,797$443K0.1%N/A0.228%
4/11/2024 Unique Wealth LLC101,866$5.13M1.4%N/A2.646%
4/11/2024 International Assets Investment Management LLC46,110$2.32M0.1%+68.2%1.198%
3/15/2024 B. Riley Wealth Advisors Inc.4,454$215K0.0%N/A0.116%
3/6/2024Willner & Heller LLC15,795$761K0.8%N/A0.410%
2/12/2024 Fortress Wealth Management Inc.21,274$1.03M0.6%-14.5%0.553%
2/12/2024 Stifel Financial Corp167,593$8.08M0.0%+75.6%4.353%
2/12/2024 CAP Partners LLC6,056$292K0.3%N/A0.157%
2/8/2024 Gainplan LLC10,656$514K0.3%N/A0.277%
2/6/2024 Private Advisor Group LLC6,551$316K0.0%N/A0.170%
2/6/2024 U.S. Capital Wealth Advisors LLC5,850$282K0.0%N/A0.152%
2/5/2024 Triumph Capital Management22,072$1.06M0.5%N/A0.573%
2/5/2024 Silver Oak Securities Incorporated8,323$401K0.1%N/A0.216%
2/2/2024 Delta Investment Management LLC33,602$1.62M0.4%+6.9%0.873%
2/2/2024 Truist Financial Corp5,415$261K0.0%N/A0.141%
2/2/2024 Atria Wealth Solutions Inc.7,096$342K0.0%N/A0.184%
2/1/2024 Capital Investment Advisory Services LLC840$40K0.0%N/A0.022%
2/1/2024 CWM LLC2,080$100K0.0%N/A0.054%
1/30/2024 Crescent Grove Advisors LLC19,305$931K0.1%-36.6%0.501%
1/25/2024 RFG Advisory LLC6,156$297K0.0%N/A0.160%
1/25/2024 International Assets Investment Management LLC27,418$1.32M0.0%+68.9%0.712%
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1/24/2024 International Assets Investment Management LLC1,321,528$63.70M0.0%+8,041.0%34.325%
1/24/2024 Compass Ion Advisors LLC30,550$1.47M0.2%-12.1%0.794%
1/23/2024 Derbend Asset Management14,849$716K0.4%N/A0.386%
1/18/2024 Gradient Investments LLC264,027$12.73M0.3%+214.8%6.858%
1/18/2024 Traynor Capital Management Inc.6,208$299K0.0%+29.6%0.161%
1/16/2024 HBW Advisory Services LLC10,830$522K0.1%-14.3%0.281%
11/16/2023 Camarda Financial Advisors LLC59,152$2.78M1.8%N/A1.536%
11/15/2023 Axxcess Wealth Management LLC4,673$219K0.0%N/A0.121%
11/13/2023 Stifel Financial Corp95,450$4.48M0.0%N/A2.479%
11/3/2023 Compass Ion Advisors LLC34,775$1.63M0.3%+60.2%0.903%
10/27/2023 Gradient Investments LLC83,863$3.94M0.1%-0.6%2.178%
10/26/2023 Castleview Partners LLC2,438$114K0.1%-79.7%0.063%
10/25/2023 Crescent Grove Advisors LLC30,465$1.43M0.2%N/A0.791%
10/24/2023 Cambridge Investment Research Advisors Inc.9,997$469K0.0%-9.2%0.260%
10/16/2023 Traynor Capital Management Inc.4,790$225K0.0%N/A0.124%
10/12/2023 HBW Advisory Services LLC12,634$593K0.1%N/A0.328%
10/11/2023J2 Capital Management Inc25,202$1.18M1.5%N/A0.655%
10/10/2023 International Assets Investment Management LLC16,233$759K0.1%+213.4%0.422%
2/1/2023 Creative Financial Designs Inc. ADV650$30K0.0%N/A0.000%
(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, 39 institutional investors and hedge funds held shares of NEOS S&P 500 High Income ETF. The most heavily invested institutionals were Gradient Investments LLC ($15.06M), Stifel Financial Corp ($8.08M), Unique Wealth LLC ($5.13M), Camarda Financial Advisors LLC ($4.14M), Cascade Wealth Advisors Inc ($3.34M), International Assets Investment Management LLC ($2.32M), and Guardian Financial Partners LLC ($1.80M).Learn more on SPYI's institutional investors.

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

Of the 36 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 ($1.35M), Gradient Investments LLC ($215.14K), Stifel Financial Corp ($167.59K), Unique Wealth LLC ($101.87K), Camarda Financial Advisors LLC ($80.91K), Cascade Wealth Advisors Inc ($67.48K), and Guardian Financial Partners LLC ($35.81K).

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

Institutional investors have bought a total of 2,289,938 shares in the last 24 months. This purchase volume represents approximately $110.80M in transactions.

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

The following institutional investors have sold NEOS S&P 500 High Income ETF stock in the last 24 months: Crescent Grove Advisors LLC ($11.16K), Castleview Partners LLC ($9.56K), Compass Ion Advisors LLC ($8.45K), Fortress Wealth Management Inc. ($3.60K), Delta Investment Management LLC ($2.88K), HBW Advisory Services LLC ($1.80K), and Cambridge Investment Research Advisors Inc. ($1.01K).

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

Institutional investors have sold a total of 38,975 shares in the last 24 months. This volume of shares sold represents approximately $1.88M in transactions.


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This page (BATS:SPYI) was last updated on 5/19/2024 by MarketBeat.com Staff

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