NEOS S&P 500 High Income ETFSPYI
SPYI
0
Funds holding %
of 6,810 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
306% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 16
192% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 13
50% more funds holding in top 10
Funds holding in top 10: 2 [Q2] → 3 (+1) [Q3]
30% more capital invested
Capital invested by funds: $212M [Q2] → $275M (+$63.3M) [Q3]
21% more funds holding
Funds holding: 106 [Q2] → 128 (+22) [Q3]
20.57% more ownership
Funds ownership: 13.82% [Q2] → 34.39% (+20.57%) [Q3]
53% less call options, than puts
Call options by funds: $1.39M | Put options by funds: $2.96M
Research analyst outlook
We haven’t received any recent analyst ratings for SPYI.
Financial journalist opinion
Based on 10 articles about SPYI published over the past 30 days
Positive
Seeking Alpha
2 days ago
Why 12%-Yielding SPYI Will Likely Beat The S&P 500 In 2025
SPY outperformed Neos S&P 500(R) High Income ETF in 2024. However, I think the tables are about to turn. I explain why.
Neutral
ETF Trends
2 days ago
Chasing Alpha: Top Active Equity Strategies for 2025
Markets are coming off back-to-back gains of more than 20% each on an annual basis. That's historically rare, and the chances of a hat trick in 2025 are slim to none.
Positive
Seeking Alpha
2 days ago
SPYI: Is The 11.9% Dividend Yield Secure? We Think Not
SPYI is a buy-write ETF from Neos with an 11.9% dividend yield, benefiting from a strong equity rally since its 2022 IPO. The fund employs a call option strategy on the S&P 500 Index, potentially offering favorable tax implications, but similar to other established funds. SPYI's high yield may decrease if the S&P 500 underperforms, unlike long-term competitors with stable 8%-9% yields.
Neutral
ETF Trends
4 days ago
VIDEO: ETF of the Week: Biggest ETF Stories of 2024
On this special New Year's episode of “ETF of the Week” podcast, VettaFi's Head of Research Todd Rosenbluth joined Chuck Jaffe of Money Life to talk about the year in review.
Positive
Seeking Alpha
1 week ago
SPYI: AuM Has Grown More Than 700% Since Inception, With A Yield Exceeding 11%
SPYI's AUM surged over 700% in 15 months, showcasing its strong performance and investor appeal for generating high monthly income through a tax-efficient option overlay strategy. Despite capping some upside potential, SPYI offers double-digit yields and capital appreciation, making it a compelling choice for income-focused investors. With the Fed cutting rates and a bullish economic outlook for 2025, SPYI is well-positioned to continue growing its AUM and delivering strong returns.
Neutral
Business Wire
2 weeks ago
NEOS Investments Announces December ETF Suite Distributions
WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces December monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the December 2024 Ex-Div Date (12/24/2024) Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Bitcoin High Income ETF (B.
Neutral
ETF Trends
2 weeks ago
The ETF Flowdown: Wrapping Up 2024
Investors are closing the books on another eventful year — marked by record highs for the major stock market indices, record action in Treasury yields and record assets and flows into ETFs. 2024 was also marked by a much-debated pivot from the Federal Reserve, a dramatic Republican sweep in Washington, and plenty of geopolitical turmoil.
Neutral
ETF Trends
2 weeks ago
The Top 4 Tax Efficient Income Stories of 2024
Volatility remains a market mainstay of the last few years, creating challenges and opportunities for investors. While the forward-looking path of inflation and interest rates continues to be uncertain, volatility will likely linger.
Positive
Zacks Investment Research
3 weeks ago
Forget Fed 'Pivot': Tap 4 Safer ETFs on Solid Fundamentals
The Fed's slightly hawkish 2025 rate outlook makes these safer ETFs a hedge against downturns and a play on strong fundamentals.
Positive
Seeking Alpha
4 weeks ago
Dividend Harvesting Portfolio Week 197: $19,700 Allocated, $1,889.19 In Projected Dividends
This week saw market gains and a slight decline in my Dividend Harvesting Portfolio, emphasizing the importance of staying grounded and vigilant in investing. The portfolio's profitability stands at 27.94%, with forward annualized dividend income reaching $1,889.19, showcasing the success of my diversified, income-focused strategy. I added to NEOS S&P 500 High Income ETF and Blackstone Secured Lending Fund, boosting dividend income and positioning for future growth in a lower rate environment.
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