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

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.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

48% more capital invested

Capital invested by funds: $149M → $221M (+$71.3M)

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

25% more funds holding

Funds holding: 51 → 64 (+13)

9.08% more ownership

Funds ownership: 44.45% → 53.53% (+9.1%)

Holders
64
Holders Change
+13
Holders Change %
+25.49%
% of All Funds
0.92%
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
Retirement Planning Group (Kansas)
Kansas
+$63.8M
2
GI
Gradient Investments
Minnesota
+$16.5M
3
AWM
Atticus Wealth Management
Florida
+$4.32M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.82M
5
BIP
Blue Investment Partners
California
+$3.62M

Top Sellers

1
PWS
Precision Wealth Strategies
Missouri
-$3.26M
2
AWM
Axxcess Wealth Management
California
-$2.99M
3
WAM
Worth Asset Management
Texas
-$2.87M
4
CFA
Camarda Financial Advisors
Florida
-$2.75M
5
IWN
Independent Wealth Network
Iowa
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
26
Capital Insight Partners
Arizona
$1.03M -$186K -3,737 -15%
MOS
27
MGO One Seven
Ohio
$982K +$29.7K +595 +3%
LIM
28
Leavell Investment Management
Alabama
$763K +$764K +15,333 New
BAM
29
Belpointe Asset Management
Nevada
$743K +$745K +14,940 New
AI
30
Atria Investments
North Carolina
$713K +$715K +14,335 New
WEG
31
World Equity Group
Illinois
$713K +$715K +14,335 New
EFMC
32
Empire Financial Management Company
New York
$663K +$87.8K +1,760 +15%
CA
33
Claro Advisors
Massachusetts
$626K +$163K +3,273 +35%
OMC
34
Old Mission Capital
Illinois
$509K +$510K +10,224 New
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$413K +$1.02M +20,472 +5%
MSAM
36
Moloney Securities Asset Management
Missouri
$408K +$50 +1 +0%
MFS
37
Mattson Financial Services
Michigan
$404K +$405K +8,114 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$403K +$404K +8,095 New
ACA
39
Aptus Capital Advisors
Alabama
$396K -$45.4K -910 -10%
WA
40
Waverly Advisors
Alabama
$380K +$381K +7,641 New
RPSA
41
Richard P. Slaughter Associates
Texas
$378K +$379K +7,598 New
SOS
42
Silver Oak Securities
Tennessee
$349K – – –
Jane Street
43
Jane Street
New York
$342K -$1.83M -36,664 -84%
HCA
44
Heck Capital Advisors
Wisconsin
$325K +$29.7K +596 +10%
SAM
45
Secure Asset Management
Michigan
$312K -$14.6K -293 -4%
IWM
46
IHT Wealth Management
Illinois
$299K +$299K +6,000 New
KWM
47
Kingsview Wealth Management
Oregon
$291K -$202K -4,048 -41%
DIM
48
Delta Investment Management
California
$266K -$13.5K -270 -5%
GRP
49
Global Retirement Partners
California
$263K -$5.93K -119 -2%
Citadel Advisors
50
Citadel Advisors
Florida
$239K +$240K +4,804 New
1
2
3

CSHI Hedge Fund Activity: Q2 2024 in Review

64 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) for Q2 2024, worth a combined $221M — up 48% from $149M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CSHI positions and 5 closed out — a net gain of 15 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $63.8M. The largest seller was Precision Wealth Strategies, cutting an estimated $3.26M.

  • 64 institutional investors held NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) as of Q2 2024, up from 51 in Q1 2024.
  • Funds reported $221M of NEOS Enhanced Income 1-3 Month T-Bill ETF stock for Q2 2024, up 48% quarter-over-quarter.
  • 20 funds opened new NEOS Enhanced Income 1-3 Month T-Bill ETF positions in Q2 2024 and 5 closed out, a net change of +15 holders.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF buyer in Q2 2024 was Retirement Planning Group (Kansas), an estimated $63.8M added.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF seller in Q2 2024 was Precision Wealth Strategies, an estimated $3.26M sold.

Based on aggregated 13F filings for Q2 2024.