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NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI

50 hedge funds and large institutions have $136M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

92% more capital invested

Capital invested by funds: $70.7M → $136M (+$65.3M)

52% more funds holding

Funds holding: 33 → 50 (+17)

8.45% more ownership

Funds ownership: 43.73% → 52.17% (+8.4%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
50
Holders Change
+17
Holders Change %
+51.52%
% of All Funds
0.73%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
20
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
Atticus Wealth Management
Florida
+$26.1M
2
PWS
Precision Wealth Strategies
Missouri
+$12.7M
3
FTUS
Flow Traders U.S.
New York
+$3.73M
4
GI
Gradient Investments
Minnesota
+$3.59M
5
GLR
Great Lakes Retirement
Ohio
+$3.21M

Top Sellers

Rank Fund Capital Flow
1
AWM
Axxcess Wealth Management
California
-$1.83M
2
Citadel Advisors
Citadel Advisors
Florida
-$330K
3
CA
Claro Advisors
Massachusetts
-$280K
4
Osaic Holdings
Osaic Holdings
Arizona
-$188K
5
KWM
Kingsview Wealth Management
Oregon
-$137K
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
26
Old Mission Capital
Illinois
$722K +$723K +14,466 New
Stifel Financial
27
Stifel Financial
Missouri
$697K +$699K +13,970 New
CIAS
28
Capital Investment Advisory Services
North Carolina
$616K +$617K +12,330 New
SOS
29
Silver Oak Securities
Tennessee
$607K +$608K +12,160 New
CA
30
Claro Advisors
Massachusetts
$597K -$280K -5,603 -32%
EFMC
31
Empire Financial Management Company
New York
$470K – – –
MSAM
32
Moloney Securities Asset Management
Missouri
$410K +$186K +3,710 +83%
DIM
33
Delta Investment Management
California
$358K +$151K +3,021 +73%
TA
34
Tactive Advisors
Florida
$329K +$330K +6,597 New
SAM
35
Secure Asset Management
Michigan
$312K +$109K +2,183 +54%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$286K +$43.3K +865 +18%
HCA
37
Heck Capital Advisors
Wisconsin
$263K +$143K +2,858 +118%
GRP
38
Global Retirement Partners
California
$247K +$4.8K +96 +2%
FG
39
Fiduciary Group
Georgia
$246K +$246K +4,919 New
DAM
40
Derbend Asset Management
Georgia
$225K +$226K +4,510 New
CP
41
Castleview Partners
Texas
$154K +$149K +2,974 +2,632%
Wells Fargo
42
Wells Fargo
California
$30.7K +$30.7K +614 New
CFD
43
Creative Financial Designs
Indiana
$30K – – –
VAG
44
VisionPoint Advisory Group
Texas
$18.4K +$17.8K +356 +2,738%
LFG
45
Larson Financial Group
Missouri
$15.1K +$15.1K +302 New
PCM
46
Penserra Capital Management
California
$7K – – –
PA
47
Parallel Advisors
California
$999 +$1K +20 New
AF
48
Advisornet Financial
Minnesota
$499 – – –
DFA
49
DHJJ Financial Advisors
Illinois
$250 – – –
Morgan Stanley
50
Morgan Stanley
New York
$118 +$100 +2 New
1
2
3

CSHI Hedge Fund Activity: Q4 2023 in Review

50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) for Q4 2023, worth a combined $136M — up 92% from $70.7M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CSHI positions and 2 closed out — a net gain of 17 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Atticus Wealth Management, adding an estimated $26.1M. The largest seller was Axxcess Wealth Management, cutting an estimated $1.83M.

  • 50 institutional investors held NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) as of Q4 2023, up from 33 in Q3 2023.
  • Funds reported $136M of NEOS Enhanced Income 1-3 Month T-Bill ETF stock for Q4 2023, up 92% quarter-over-quarter.
  • 19 funds opened new NEOS Enhanced Income 1-3 Month T-Bill ETF positions in Q4 2023 and 2 closed out, a net change of +17 holders.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF buyer in Q4 2023 was Atticus Wealth Management, an estimated $26.1M added.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF seller in Q4 2023 was Axxcess Wealth Management, an estimated $1.83M sold.

Based on aggregated 13F filings for Q4 2023.