NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
50 hedge funds and large institutions have $136M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 2 closing their positions.
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
233% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 6
92% more capital invested
Capital invested by funds: $70.7M → $136M (+$65.3M)
52% more funds holding
Funds holding: 33 → 50 (+17)
8.45% more ownership
Funds ownership: 43.73% → 52.17% (+8.4%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
+$26.1M |
| 2 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
+$12.7M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$3.73M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$3.59M |
| 5 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$1.83M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$330K |
| 3 |
CA
Claro Advisors
Boston,
Massachusetts
|
-$280K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$188K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$137K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Citadel Advisors
Miami,
Florida
| – | -$330K | -6,619 | Closed |
|
|
BCPWM
52
Bradley & Co Private Wealth Management
Miami,
Florida
| – | -$50 | -1 | Closed |
|
CSHI Hedge Fund Activity: Q4 2023 in Review
50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) for Q4 2023, worth a combined $136M — up 92% from $70.7M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CSHI positions and 2 closed out — a net gain of 17 holders — while 20 added to existing stakes and 6 trimmed.
The largest buyer was Atticus Wealth Management, adding an estimated $26.1M. The largest seller was Axxcess Wealth Management, cutting an estimated $1.83M.
- 50 institutional investors held NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) as of Q4 2023, up from 33 in Q3 2023.
- Funds reported $136M of NEOS Enhanced Income 1-3 Month T-Bill ETF stock for Q4 2023, up 92% quarter-over-quarter.
- 19 funds opened new NEOS Enhanced Income 1-3 Month T-Bill ETF positions in Q4 2023 and 2 closed out, a net change of +17 holders.
- The largest NEOS Enhanced Income 1-3 Month T-Bill ETF buyer in Q4 2023 was Atticus Wealth Management, an estimated $26.1M added.
- The largest NEOS Enhanced Income 1-3 Month T-Bill ETF seller in Q4 2023 was Axxcess Wealth Management, an estimated $1.83M sold.
Based on aggregated 13F filings for Q4 2023.