Waverly Advisors LLC Boosts Holdings in NEOS S&P 500 High Income ETF $SPYI

Waverly Advisors LLC raised its stake in shares of NEOS S&P 500 High Income ETF (BATS:SPYIFree Report) by 39.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 105,494 shares of the company’s stock after purchasing an additional 29,929 shares during the period. Waverly Advisors LLC owned 0.13% of NEOS S&P 500 High Income ETF worth $5,208,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of SPYI. United Community Bank acquired a new position in shares of NEOS S&P 500 High Income ETF during the 4th quarter worth about $26,000. HFM Investment Advisors LLC purchased a new position in NEOS S&P 500 High Income ETF in the 4th quarter valued at about $27,000. Root Financial Partners LLC boosted its holdings in NEOS S&P 500 High Income ETF by 79.2% in the 1st quarter. Root Financial Partners LLC now owns 577 shares of the company’s stock worth $28,000 after buying an additional 255 shares during the last quarter. Optima Capital LLC acquired a new stake in NEOS S&P 500 High Income ETF in the 4th quarter worth about $37,000. Finally, Advocate Investing Services LLC acquired a new stake in NEOS S&P 500 High Income ETF in the 1st quarter worth about $39,000.

NEOS S&P 500 High Income ETF Trading Up 0.3%

BATS:SPYI opened at $52.46 on Wednesday. The stock has a 50 day moving average of $53.11 and a two-hundred day moving average of $52.32. NEOS S&P 500 High Income ETF has a 12 month low of $47.77 and a 12 month high of $54.11. The firm has a market cap of $4.33 billion, a P/E ratio of 25.58 and a beta of 0.71.

About NEOS S&P 500 High Income ETF

(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.

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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)

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