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

79 hedge funds and large institutions have $265M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

18% more funds holding

Funds holding: 67 → 79 (+12)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

0% more capital invested

Capital invested by funds: $264M → $265M (+$1M)

7.87% less ownership

Funds ownership: 62.46% → 54.59% (-7.9%)

26% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 31

Holders
79
Holders Change
+12
Holders Change %
+17.91%
% of All Funds
1.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
20
Increased
23
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPSA
Richard P. Slaughter Associates
Texas
+$14.6M
2
GI
Gradient Investments
Minnesota
+$6.13M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$4.22M
4
G
Gainplan
Michigan
+$2.66M
5
MML Investors Services
MML Investors Services
Massachusetts
+$2.48M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$30.5M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
-$19M
3
NWM
Napa Wealth Management
California
-$18.6M
4
WAM
Worth Asset Management
Texas
-$2.36M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
26
Madison Wealth Partners
Wisconsin
$1.47M -$119K -2,383 -7%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.47M +$1.47M +29,560 New
FTUS
28
Flow Traders U.S.
New York
$1.31M +$406K +8,134 +45%
PCA
29
PMV Capital Advisers
Texas
$1.3M +$1.3M +25,996 New
IA
30
Inspire Advisors
Idaho
$1.28M +$1.29M +25,792 New
BCI
31
Brinker Capital Investments
Pennsylvania
$1.27M -$2.29K -46 -0.2%
OPS
32
Orion Portfolio Solutions
Nebraska
$1.27M -$2.29K -46 -0.2%
ATPW
33
Ashton Thomas Private Wealth
Arizona
$1.21M +$100K +2,006 +9%
PW
34
Paladin Wealth
Minnesota
$1.2M +$368K +7,380 +44%
BFA
35
Brown Financial Advisors
Ohio
$1.14M -$26K -521 -2%
IFG
36
Independent Financial Group
California
$1.07M +$1.07M +21,500 New
NA
37
NewEdge Advisors
Louisiana
$1.04M +$36.3K +727 +4%
CIP
38
Capital Insight Partners
Arizona
$984K -$56.8K -1,138 -5%
MOS
39
MGO One Seven
Ohio
$884K +$74.5K +1,493 +9%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$827K +$427K +8,551 +106%
BAM
41
Belpointe Asset Management
Nevada
$745K -$34K -681 -4%
HCA
42
Heck Capital Advisors
Wisconsin
$570K +$115K +2,309 +25%
EFMC
43
Empire Financial Management Company
New York
$522K -$445K -8,912 -46%
AF
44
Allworth Financial
California
$513K +$514K +10,307 New
RAS
45
RPS Advisory Solutions
Kentucky
$494K +$494K +9,909 New
SOS
46
Silver Oak Securities
Tennessee
$492K -$76.4K -1,531 -13%
CA
47
Claro Advisors
Massachusetts
$438K -$651K -13,045 -60%
MA
48
Mutual Advisors
Nebraska
$414K +$413K +8,286 New
WA
49
Waverly Advisors
Alabama
$381K – – –
MFS
50
Mattson Financial Services
Michigan
$381K -$22.2K -444 -5%
1
2
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CSHI Hedge Fund Activity: Q4 2024 in Review

79 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) for Q4 2024, worth a combined $265M — up 0.38% from $264M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CSHI positions and 7 closed out — a net gain of 13 holders — while 23 added to existing stakes and 31 trimmed.

The largest buyer was Richard P. Slaughter Associates, adding an estimated $14.6M. The largest seller was International Assets Investment Management, cutting an estimated $30.5M.

  • 79 institutional investors held NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) as of Q4 2024, up from 67 in Q3 2024.
  • Funds reported $265M of NEOS Enhanced Income 1-3 Month T-Bill ETF stock for Q4 2024, up 0.38% quarter-over-quarter.
  • 20 funds opened new NEOS Enhanced Income 1-3 Month T-Bill ETF positions in Q4 2024 and 7 closed out, a net change of +13 holders.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF buyer in Q4 2024 was Richard P. Slaughter Associates, an estimated $14.6M added.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF seller in Q4 2024 was International Assets Investment Management, an estimated $30.5M sold.

Based on aggregated 13F filings for Q4 2024.