Integrated Wealth Concepts LLC Has $5 Million Position in NEOS S&P 500 High Income ETF $SPYI

Integrated Wealth Concepts LLC grew its stake in shares of NEOS S&P 500 High Income ETF (BATS:SPYIFree Report) by 81.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 94,238 shares of the company’s stock after acquiring an additional 42,303 shares during the period. Integrated Wealth Concepts LLC’s holdings in NEOS S&P 500 High Income ETF were worth $5,003,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Roble Belko & Company Inc raised its stake in NEOS S&P 500 High Income ETF by 50.8% in the 2nd quarter. Roble Belko & Company Inc now owns 594 shares of the company’s stock worth $32,000 after purchasing an additional 200 shares in the last quarter. Federation des caisses Desjardins du Quebec boosted its holdings in NEOS S&P 500 High Income ETF by 32.3% in the 4th quarter. Federation des caisses Desjardins du Quebec now owns 820 shares of the company’s stock valued at $43,000 after purchasing an additional 200 shares during the period. Compound Planning Inc. grew its position in shares of NEOS S&P 500 High Income ETF by 1.1% during the 4th quarter. Compound Planning Inc. now owns 20,333 shares of the company’s stock worth $1,068,000 after purchasing an additional 222 shares in the last quarter. GHP Investment Advisors Inc. grew its position in shares of NEOS S&P 500 High Income ETF by 8.5% during the 1st quarter. GHP Investment Advisors Inc. now owns 2,877 shares of the company’s stock worth $142,000 after purchasing an additional 226 shares in the last quarter. Finally, Pasadena Private Wealth LLC grew its position in shares of NEOS S&P 500 High Income ETF by 2.9% during the 1st quarter. Pasadena Private Wealth LLC now owns 8,417 shares of the company’s stock worth $416,000 after purchasing an additional 240 shares in the last quarter.

NEOS S&P 500 High Income ETF Trading Up 0.8%

BATS SPYI opened at $53.58 on Friday. NEOS S&P 500 High Income ETF has a 1-year low of $47.77 and a 1-year high of $54.47. The company has a 50 day moving average of $53.48 and a 200-day moving average of $52.56. The company has a market cap of $4.43 billion, a price-to-earnings ratio of 25.58 and a beta of 0.71.

NEOS S&P 500 High Income ETF Company Profile

(Free Report)

The Neos S&P 500(R) High Income ETF (SPYI) is an exchange-traded fund that mostly invests in total market equity. The fund aims for tax-efficient and high monthly income by actively investing in stocks and options on the S&P 500 Index. The fund employs a call spread approach that uses SPX index option futures contracts. SPYI was launched on Aug 30, 2022 and is managed by Neos.

Recommended Stories

Want to see what other hedge funds are holding SPYI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NEOS S&P 500 High Income ETF (BATS:SPYIFree Report).

Institutional Ownership by Quarter for NEOS S&P 500 High Income ETF (BATS:SPYI)

Receive News & Ratings for NEOS S&P 500 High Income ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for NEOS S&P 500 High Income ETF and related companies with MarketBeat.com's FREE daily email newsletter.