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NEOS Enhanced Income 1-3 Month T-Bill ETF

84 hedge funds and large institutions have $237M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6% more funds holding

Funds holding: 7984 (+5)

9.6% less ownership

Funds ownership: 54.59%45% (-9.6%)

11% less capital invested

Capital invested by funds: $265M → $237M (-$28.4M)

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
1.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
23
Increased
25
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.8M +$337K +6,764 +23%
IA
27
Inspire Advisors
Idaho
$1.74M +$459K +9,222 +36%
DAS
28
Dynamic Advisor Solutions
Arizona
$1.68M +$52.1K +1,046 +3%
CA
29
Cannon Advisors
North Carolina
$1.55M +$26.8K +538 +2%
FTUS
30
Flow Traders U.S.
New York
$1.44M +$139K +2,796 +11%
LA
31
Latitude Advisors
Florida
$1.43M -$176K -3,525 -11%
GS
32
GWN Securities
Florida
$1.43M +$1.43M +28,804 New
CA
33
Claro Advisors
Massachusetts
$1.15M +$717K +14,390 +164%
MWP
34
Madison Wealth Partners
Wisconsin
$1.07M -$395K -7,935 -27%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.01M +$1.01M +20,364 New
ATPW
36
Ashton Thomas Private Wealth
Arizona
$961K -$250K -5,012 -21%
PW
37
Paladin Wealth
Minnesota
$959K -$239K -4,794 -20%
BAM
38
Belpointe Asset Management
Nevada
$958K +$216K +4,333 +29%
IFG
39
Independent Financial Group
California
$945K -$123K -2,467 -11%
BFA
40
Brown Financial Advisors
Ohio
$863K -$272K -5,463 -24%
FA
41
FSA Advisors
Michigan
$825K +$788K +15,824 New
OL
42
Owen LaRue
Kentucky
$761K +$763K +15,325 New
Citadel Advisors
43
Citadel Advisors
Florida
$735K +$737K +14,801 New
BFWM
44
Bright Futures Wealth Management
New York
$686K +$373K +7,483 +118%
MOS
45
MGO One Seven
Ohio
$685K -$196K -3,941 -22%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$632K -$192K -3,855 -23%
RAS
47
RPS Advisory Solutions
Kentucky
$623K +$131K +2,636 +27%
EFMC
48
Empire Financial Management Company
New York
$592K +$72.2K +1,450 +14%
HCA
49
Heck Capital Advisors
Wisconsin
$562K -$6.08K -122 -1%
EH
50
Equitable Holdings
New York
$561K +$563K +11,307 New