NEOS S&P 500 High Income ETF $SPYI Shares Bought by Capital & Planning LLC

Capital & Planning LLC increased its stake in NEOS S&P 500 High Income ETF (BATS:SPYI) by 131.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 70,710 shares of the company’s stock after acquiring an additional 40,130 shares during the period. NEOS S&P 500 High Income ETF makes up approximately 1.9% of Capital & Planning LLC’s investment portfolio, making the stock its 26th biggest position. Capital & Planning LLC owned approximately 0.09% of NEOS S&P 500 High Income ETF worth $3,754,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Royal Bank of Canada raised its holdings in NEOS S&P 500 High Income ETF by 17.5% during the first quarter. Royal Bank of Canada now owns 62,184 shares of the company’s stock worth $2,978,000 after purchasing an additional 9,262 shares in the last quarter. NewEdge Advisors LLC boosted its stake in NEOS S&P 500 High Income ETF by 215.1% during the 1st quarter. NewEdge Advisors LLC now owns 2,048 shares of the company’s stock valued at $98,000 after purchasing an additional 1,398 shares in the last quarter. EverSource Wealth Advisors LLC acquired a new position in shares of NEOS S&P 500 High Income ETF during the 2nd quarter valued at $91,000. Baird Financial Group Inc. acquired a new position in shares of NEOS S&P 500 High Income ETF during the 2nd quarter valued at $704,000. Finally, Jump Financial LLC acquired a new position in shares of NEOS S&P 500 High Income ETF during the 2nd quarter valued at $1,132,000.

NEOS S&P 500 High Income ETF Stock Performance

SPYI opened at $53.86 on Tuesday. The company has a market capitalization of $4.45 billion, a PE ratio of 25.58 and a beta of 0.71. The stock’s fifty day moving average is $53.44 and its 200-day moving average is $52.53. NEOS S&P 500 High Income ETF has a one year low of $47.77 and a one year high of $54.47.

NEOS S&P 500 High Income ETF Company Profile

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.