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

51 hedge funds and large institutions have $149M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 13

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

10% more capital invested

Capital invested by funds: $136M → $149M (+$13.5M)

2% more funds holding

Funds holding: 50 → 51 (+1)

7.72% less ownership

Funds ownership: 52.17% → 44.45% (-7.7%)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.73%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
5
Increased
29
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$18.7M
2
WAM
Worth Asset Management
Texas
+$4.57M
3
MML Investors Services
MML Investors Services
Massachusetts
+$4.47M
4
LPL Financial
LPL Financial
California
+$4.11M
5
AWM
Atticus Wealth Management
Florida
+$3.22M

Top Sellers

Rank Fund Capital Flow
1
PWS
Precision Wealth Strategies
Missouri
-$10.8M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.54M
3
FTUS
Flow Traders U.S.
New York
-$3.12M
4
KWM
Kingsview Wealth Management
Oregon
-$1.52M
5
OMC
Old Mission Capital
Illinois
-$722K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$835K +$139K +2,788 +20%
GS
27
GTS Securities
New York
$659K +$660K +13,227 New
FTUS
28
Flow Traders U.S.
New York
$601K -$3.12M -62,578 -84%
EFMC
29
Empire Financial Management Company
New York
$576K +$108K +2,159 +23%
KWM
30
Kingsview Wealth Management
Oregon
$493K -$1.52M -30,455 -75%
CA
31
Claro Advisors
Massachusetts
$463K -$133K -2,664 -22%
ACA
32
Aptus Capital Advisors
Alabama
$442K +$443K +8,870 New
TA
33
Tactive Advisors
Florida
$428K +$99.9K +2,000 +30%
MSAM
34
Moloney Securities Asset Management
Missouri
$409K – – –
DAM
35
Derbend Asset Management
Georgia
$374K +$150K +2,999 +66%
SOS
36
Silver Oak Securities
Tennessee
$349K -$257K -5,156 -42%
SAM
37
Secure Asset Management
Michigan
$327K +$15.3K +307 +5%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$298K +$12.5K +250 +4%
HCA
39
Heck Capital Advisors
Wisconsin
$295K +$32.8K +656 +12%
DIM
40
Delta Investment Management
California
$280K -$77.2K -1,546 -22%
GRP
41
Global Retirement Partners
California
$269K +$23K +461 +9%
FG
42
Fiduciary Group
Georgia
$238K -$7.14K -143 -3%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$226K -$3.54M -70,825 -94%
CFD
44
Creative Financial Designs
Indiana
$29.9K – – –
DFA
45
DHJJ Financial Advisors
Illinois
$20.4K +$20.2K +405 +8,100%
LFG
46
Larson Financial Group
Missouri
$15.2K +$200 +4 +1%
CP
47
Castleview Partners
Texas
$11.3K -$143K -2,861 -93%
PCM
48
Penserra Capital Management
California
$7K +$300 +6 +4%
PA
49
Parallel Advisors
California
$996 – – –
AF
50
Advisornet Financial
Minnesota
$498 – – –
1
2
3

CSHI Hedge Fund Activity: Q1 2024 in Review

51 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) for Q1 2024, worth a combined $149M — up 9.9% from $136M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CSHI positions and 3 closed out — a net gain of 2 holders — while 29 added to existing stakes and 13 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $18.7M. The largest seller was Precision Wealth Strategies, cutting an estimated $10.8M.

  • 51 institutional investors held NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) as of Q1 2024, up from 50 in Q4 2023.
  • Funds reported $149M of NEOS Enhanced Income 1-3 Month T-Bill ETF stock for Q1 2024, up 9.9% quarter-over-quarter.
  • 5 funds opened new NEOS Enhanced Income 1-3 Month T-Bill ETF positions in Q1 2024 and 3 closed out, a net change of +2 holders.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $18.7M added.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF seller in Q1 2024 was Precision Wealth Strategies, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2024.