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SPYH Institutional Ownership

NEOS S&P 500 Hedged Equity Income ETF
1W: -0.3% 1M: -0.1% 3M: +0.8% YTD: +3.6% 1Y: +4.4%
$56.45
+0.20 (+0.36%)
 
Weekly Expected Move ±1.1%
$55 $56 $56 $57 $58
ETF CBOE · AUM $10.1M

Institutional Ownership — SPYH

15
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
7M
Total Invested
3
New Positions
3
Increased
6
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (16 total)

# Holder Shares Value Change Change % Holding Period Filing
1 IFP Advisors, Inc 40,325 2M +1,916 +5.0% 3Q SEC ↗
2 MGO ONE SEVEN LLC 23,281 1M +1,277 +5.8% 3Q SEC ↗
3 Waverly Advisors, LLC NEW 22,251 1M — +0.0% 1Q SEC ↗
4 Sound Income Strategies, LLC 10,477 591K +2,462 +30.7% 3Q SEC ↗
5 Astoria Portfolio Advisors LLC. 7,216 407K — +0.0% 3Q SEC ↗
6 World Investment Advisors 5,802 328K — +0.0% 2Q SEC ↗
7 Resurgent Financial Advisors LLC 4,033 228K -13 -0.3% 3Q SEC ↗
8 Fiduciary Alliance LLC 4,033 228K -113 -2.7% 3Q SEC ↗
9 ROYAL BANK OF CANADA NEW 125 7K — +0.0% 1Q SEC ↗
10 Imprint Wealth LLC 33 2K — +0.0% 3Q SEC ↗
11 GHP Investment Advisors, Inc. 31 2K -55 -64.0% 2Q SEC ↗
12 HARBOUR INVESTMENTS, INC. NEW 18 1K — +0.0% 1Q SEC ↗
13 Kestra Advisory Services, LLC 0 0K -550 -100.0% 1Q SEC ↗
14 Farther Finance Advisors, LLC 0 0K -1,000 -100.0% 1Q SEC ↗
15 Oregon Pacific Wealth Management, LLC 0 0K -4,958 -100.0% 1Q SEC ↗
16 JANE STREET GROUP, LLC 0 0K -12,653 -100.0% 3Q SEC ↗

Recent Activity

New Positions (3)
HolderSharesValue
Waverly Advisors, LLC 22,251 1M
ROYAL BANK OF CANADA 125 7K
HARBOUR INVESTMENTS, INC. 18 1K
Sold Out (4)
Biggest Increases (3)
HolderAddedChange %Total Shares
Sound Income Strategies, LLC +2,462 +30.7% 10,477
IFP Advisors, Inc +1,916 +5.0% 40,325
MGO ONE SEVEN LLC +1,277 +5.8% 23,281
Biggest Decreases (3)
HolderReducedChange %Total Shares
Fiduciary Alliance LLC -113 -2.7% 4,033
GHP Investment Advisors, Inc. -55 -64.0% 31
Resurgent Financial Advisors LLC -13 -0.3% 4,033

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms