NEOS Enhanced Income 1-3 Month T-Bill ETFCSHI
CSHI
0
Funds holding %
of 7,390 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
18% more funds holding
Funds holding: 65 [Q3] → 77 (+12) [Q4]
17% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 7 (+1) [Q4]
4% less capital invested
Capital invested by funds: $262M [Q3] → $253M (-$9.2M) [Q4]
9.96% less ownership
Funds ownership: 62.1% [Q3] → 52.13% (-9.96%) [Q4]
27% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 30
Research analyst outlook
We haven’t received any recent analyst ratings for CSHI.
Financial journalist opinion
Based on 3 articles about CSHI published over the past 30 days
Negative
Seeking Alpha
1 week ago
CSHI: Withstood The Test Of A -10% Equity Correction (Rating Upgrade)
The ETF effectively navigated the recent sharp market correction, showcasing its robust risk management and the effectiveness of its laddered put spread options strategy. CSHI's active management of S&P 500 put spreads generates a consistent excess spread over treasury bills, providing a higher yield than comparable cash-equivalent ETFs. The structure of CSHI's put spreads provides a defined downside buffer, limiting potential losses during market declines, and the short-dated nature of the options reduces volatility.
Negative
ETF Trends
2 weeks ago
As Markets React to Recession Fears, Look to CSHI
Markets capitulated Monday on renewed recession fears following weekend comments from the current administration. Investors looking to position defensively in cash or cash-like strategies would do well to consider the the NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI).
Neutral
ETF Trends
4 weeks ago
NEOS' Monthly Income Podcast – Breaking Down the Buy-Write
This week on NEOS Investments' Monthly Inocme Podcast, ETF industry veteran Tom Lydon was joined by NEOS' co-founders and managing partners Garrett Paolella and Troy Cates to discuss buy-write and covered call strategies. In this episode, Lydon, Paolella, and Cates break down the buy-write strategies to make it clear to the average investor.
Positive
ETF Trends
1 month ago
Money Market ETFs: New Ways to Reach for Yield in 2025
Stocks are holding firm near all-time highs. But Wall Street can't ignore the record amounts of cash still parked on the sidelines.
Positive
ETF Trends
1 month ago
CSHI Outperforms in Ultra-Short Bond Category
2025 may prove another strong year for ultra-short duration strategies, given the complex market and economic environment. Advisors and investors wanting to put money to work while hedging against duration risk should consider the NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI).
Neutral
Business Wire
2 months ago
NEOS Investments Announces January 2025 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 January 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 January 2025 Ex-Div Date (1/22/2024) Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Bitcoin High Income ETF (BTCI.
Positive
ETF Trends
2 months ago
4 Options for Income in 2025 With Tax Efficiency to Boot
Fixed income investors who have the majority of their portfolio in bonds are facing a heavy dose of uncertainty heading into 2025. That said, NEOS Investments has four options for income that also combines tax efficiency.
Neutral
Business Wire
2 months 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
3 months ago
An Investor's Guide to Understanding Yield
A broad array of strategies now exist for income investors looking to expand or diversify their portfolio. Understanding the different types of yield and what they measure may allow for better alignment with desired investment outcomes.
Positive
Seeking Alpha
3 months ago
CSHI: Helped By The Equity Rally (Rating Upgrade)
The Neos Enhanced Income Cash Alternative ETF has delivered a 5.45% total return in 2024, aided by the equity market rally. CSHI employs an options overlay strategy with S&P 500 put spreads, posing a risk if the index drops more than -6% as its current composition highlights. Despite an active management and a 46 bps yield over T-Bills, the ETF's risk in a black swan event makes it a 'Hold'.
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