NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
51 hedge funds and large institutions have $149M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 3 closing their positions.
123% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 13
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more capital invested
Capital invested by funds: $136M → $149M (+$13.5M)
2% more funds holding
Funds holding: 50 → 51 (+1)
7.72% less ownership
Funds ownership: 52.17% → 44.45% (-7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$18.7M |
| 2 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$4.57M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$4.47M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.11M |
| 5 |
AWM
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
+$3.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$10.8M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.54M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$3.12M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.52M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$722K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Morgan Stanley
New York
| $57 | -$50 | -1 | -50% |
|
|
OMC
52
Old Mission Capital
Chicago,
Illinois
| – | -$722K | -14,466 | Closed |
|
53
Wells Fargo
San Francisco,
California
| – | -$30.7K | -614 | Closed |
|
|
VAG
54
VisionPoint Advisory Group
Dallas,
Texas
| – | -$18.4K | -369 | Closed |
|
CSHI Hedge Fund Activity: Q1 2024 in Review
51 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) for Q1 2024, worth a combined $149M — up 9.9% from $136M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CSHI positions and 3 closed out — a net gain of 2 holders — while 29 added to existing stakes and 13 trimmed.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $18.7M. The largest seller was Precision Wealth Strategies, cutting an estimated $10.8M.
- 51 institutional investors held NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) as of Q1 2024, up from 50 in Q4 2023.
- Funds reported $149M of NEOS Enhanced Income 1-3 Month T-Bill ETF stock for Q1 2024, up 9.9% quarter-over-quarter.
- 5 funds opened new NEOS Enhanced Income 1-3 Month T-Bill ETF positions in Q1 2024 and 3 closed out, a net change of +2 holders.
- The largest NEOS Enhanced Income 1-3 Month T-Bill ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $18.7M added.
- The largest NEOS Enhanced Income 1-3 Month T-Bill ETF seller in Q1 2024 was Precision Wealth Strategies, an estimated $10.8M sold.
Based on aggregated 13F filings for Q1 2024.