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NEOS Enhanced Income 1-3 Month T-Bill ETF

91 hedge funds and large institutions have $266M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 31

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more capital invested

Capital invested by funds: $238M → $266M (+$28.2M)

3% less funds holding

Funds holding: 9491 (-3)

3.37% less ownership

Funds ownership: 45.03%41.66% (-3.4%)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
1.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
11
Increased
42
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$2.12M +$147K +2,946 +7%
WWM
27
WT Wealth Management
Arizona
$2.01M +$57.1K +1,146 +3%
IA
28
Inspire Advisors
Idaho
$2.01M -$88.6K -1,780 -4%
MA
29
Mutual Advisors
Nebraska
$2.01M -$514K -10,333 -20%
OL
30
Owen LaRue
Kentucky
$1.92M +$470K +9,439 +32%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$1.74M +$648K +13,012 +59%
CA
32
Claro Advisors
Massachusetts
$1.57M +$649K +13,045 +70%
CFA
33
Camarda Financial Advisors
Florida
$1.42M -$17K -342 -1%
Osaic Holdings
34
Osaic Holdings
Arizona
$1.38M -$50.2K -1,009 -4%
IPW
35
Impact Partnership Wealth
Georgia
$1.37M +$753K +15,127 +121%
DAS
36
Dynamic Advisor Solutions
Arizona
$1.36M -$55.3K -1,110 -4%
LA
37
Latitude Advisors
Florida
$1.15M -$204K -4,090 -15%
CA
38
Cannon Advisors
North Carolina
$1.11M -$114K -2,294 -9%
ATPW
39
Ashton Thomas Private Wealth
Arizona
$985K
PAG
40
Private Advisor Group
New Jersey
$984K +$212K +4,250 +27%
TA
41
Tactive Advisors
Florida
$956K -$246K -4,949 -20%
CA
42
CoreCap Advisors
Michigan
$919K +$39.2K +787 +4%
PW
43
Paladin Wealth
Minnesota
$898K +$11.2K +224 +1%
BFA
44
Brown Financial Advisors
Ohio
$891K +$47.4K +952 +6%
BAM
45
Belpointe Asset Management
Nevada
$861K -$3.98K -80 -0.5%
HCA
46
Heck Capital Advisors
Wisconsin
$765K +$89.3K +1,793 +13%
NWM
47
Napa Wealth Management
California
$696K -$647K -12,987 -48%
SAI
48
Savvy Advisors Inc
New York
$685K +$686K +13,777 New
MWP
49
Madison Wealth Partners
Wisconsin
$670K -$2.39K -48 -0.4%
EFMC
50
Empire Financial Management Company
New York
$650K +$59K +1,185 +10%