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NEOS Enhanced Income 1-3 Month T-Bill ETF

107 hedge funds and large institutions have $335M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

57% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 30

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

26% more capital invested

Capital invested by funds: $266M → $335M (+$69M)

18% more funds holding

Funds holding: 91107 (+16)

0.79% more ownership

Funds ownership: 41.66%42.45% (+0.79%)

Holders
107
Holders Change
+16
Holders Change %
+17.58%
% of All Funds
1.3%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
24
Increased
47
Reduced
30
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OL
26
Owen LaRue
Kentucky
$3.3M +$1.38M +27,782 +72%
VCP
27
Verus Capital Partners
Arizona
$3.18M +$3.18M +63,863 New
Stifel Financial
28
Stifel Financial
Missouri
$3.09M -$489K -9,827 -14%
NEPWA
29
New England Private Wealth Advisors
Massachusetts
$2.78M +$2.78M +55,931 New
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$2.73M -$714K -14,355 -21%
IA
31
Inspire Advisors
Idaho
$2.49M +$476K +9,568 +24%
PAG
32
Private Advisor Group
New Jersey
$2.25M +$1.27M +25,543 +129%
MA
33
Mutual Advisors
Nebraska
$2.13M +$121K +2,422 +6%
WWM
34
WT Wealth Management
Arizona
$2.08M +$63.1K +1,267 +3%
GVCM
35
Global View Capital Management
Wisconsin
$2.02M -$1.2M -24,187 -37%
FFA
36
Farther Finance Advisors
California
$1.99M +$1.57M +31,444 +368%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$1.95M +$211K +4,249 +12%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.91M -$210K -4,214 -10%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$1.86M -$956K -19,208 -34%
MAC
40
Mason & Associates (California)
California
$1.76M +$1.76M +35,430 New
RA
41
RiverTree Advisors
Florida
$1.74M +$1.74M +34,901 New
BCI
42
Brinker Capital Investments
Pennsylvania
$1.69M +$1.69M +33,994 New
AWM
43
Apollon Wealth Management
South Carolina
$1.62M +$1.62M +32,495 New
IPW
44
Impact Partnership Wealth
Georgia
$1.48M +$106K +2,130 +8%
DAS
45
Dynamic Advisor Solutions
Arizona
$1.4M +$41.4K +831 +3%
CFA
46
Camarda Financial Advisors
Florida
$1.37M -$51.9K -1,042 -4%
HCA
47
Heck Capital Advisors
Wisconsin
$1.2M +$434K +8,713 +57%
ATPW
48
Ashton Thomas Private Wealth
Arizona
$1.12M +$130K +2,618 +13%
IFG
49
Independent Financial Group
California
$1.11M +$725K +14,564 +187%
BAM
50
Belpointe Asset Management
Nevada
$1.08M +$221K +4,433 +26%