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

Overview Fund Activity

64 hedge funds and large institutions have $221M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
+13
Holders Change %
+25.49%
% of All Funds
0.93%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
20
Increased
24
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$65.6M
2
GI
2
Gradient Investments
Minnesota
$19.9M
3
AWM
3
Atticus Wealth Management
Florida
$33.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.2M
5
BIP
5
Blue Investment Partners
California
$3.61M

Top Sellers

1
PWS
1
Precision Wealth Strategies
Missouri
$3.87M
2
AWM
2
Axxcess Wealth Management
California
$2.97M
3
WAM
3
Worth Asset Management
Texas
$2.9M
4
CFA
4
Camarda Financial Advisors
Florida
$2.96M
5
IWN
5
Independent Wealth Network
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIP
26
Capital Insight Partners
Arizona
$1.03M 20,650 -3,737 -15%
MOS
27
MGO One Seven
Ohio
$982K 19,744 +595 +3%
LIM
28
Leavell Investment Management
Alabama
$763K 15,333 +15,333 New
BAM
29
Belpointe Asset Management
Nevada
$743K 14,940 +14,940 New
AI
30
Atria Investments
North Carolina
$713K 14,335 +14,335 New
WEG
31
World Equity Group
Illinois
$713K 14,335 +14,335 New
EFMC
32
Empire Financial Management Company
New York
$663K 13,325 +1,760 +15%
CA
33
Claro Advisors
Massachusetts
$626K 12,576 +3,273 +35%
OMC
34
Old Mission Capital
Illinois
$509K 10,224 +10,224 New
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$413K 395,666 +20,472 +5%
MSAM
36
Moloney Securities Asset Management
Missouri
$408K 8,206 +1 +0%
MFS
37
Mattson Financial Services
Michigan
$404K 8,114 +8,114 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$403K 8,095 +8,095 New
ACA
39
Aptus Capital Advisors
Alabama
$396K 7,960 -910 -10%
WA
40
Waverly Advisors
Alabama
$380K 7,641 +7,641 New
RPSA
41
Richard P. Slaughter Associates
Texas
$378K 7,598 +7,598 New
SOS
42
Silver Oak Securities
Tennessee
$349K 7,004 – –
Jane Street
43
Jane Street
New York
$342K 6,869 -36,664 -84%
HCA
44
Heck Capital Advisors
Wisconsin
$325K 6,529 +596 +10%
SAM
45
Secure Asset Management
Michigan
$312K 6,273 -293 -4%
IWM
46
IHT Wealth Management
Illinois
$299K 6,000 +6,000 New
KWM
47
Kingsview Wealth Management
Oregon
$291K 5,847 -4,048 -41%
DIM
48
Delta Investment Management
California
$266K 5,355 -270 -5%
GRP
49
Global Retirement Partners
California
$263K 5,285 -119 -2%
Citadel Advisors
50
Citadel Advisors
Florida
$239K 4,804 +4,804 New
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