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NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI

64 hedge funds and large institutions have $221M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

48% more capital invested

Capital invested by funds: $149M → $221M (+$71.3M)

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

25% more funds holding

Funds holding: 51 → 64 (+13)

9.08% more ownership

Funds ownership: 44.45% → 53.53% (+9.1%)

Holders
64
Holders Change
+13
Holders Change %
+25.49%
% of All Funds
0.92%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
20
Increased
24
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$63.8M
2
GI
Gradient Investments
Minnesota
+$16.5M
3
AWM
Atticus Wealth Management
Florida
+$4.32M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.82M
5
BIP
Blue Investment Partners
California
+$3.62M

Top Sellers

1
PWS
Precision Wealth Strategies
Missouri
-$3.26M
2
AWM
Axxcess Wealth Management
California
-$2.99M
3
WAM
Worth Asset Management
Texas
-$2.87M
4
CFA
Camarda Financial Advisors
Florida
-$2.75M
5
IWN
Independent Wealth Network
Iowa
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
FG
51
Fiduciary Group
Georgia
$227K -$10.5K -211 -4%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$222K -$3.39K -68 -2%
ATPW
53
Ashton Thomas Private Wealth
Arizona
$79.9K +$80.1K +1,606 New
MWM
54
MGB Wealth Management
Texas
$74.8K +$74.8K +1,500 New
RI
55
Ridgewood Investments
New Jersey
$44.8K +$44.9K +900 New
CFD
56
Creative Financial Designs
Indiana
$29.9K – – –
DFA
57
DHJJ Financial Advisors
Illinois
$20.4K – – –
LFG
58
Larson Financial Group
Missouri
$15.4K +$199 +4 +1%
HI
59
Harbour Investments
Wisconsin
$12.5K +$12.6K +252 New
CP
60
Castleview Partners
Texas
$10K -$1.25K -25 -11%
PCM
61
Penserra Capital Management
California
$8K +$249 +5 +3%
JP Morgan Chase
62
JP Morgan Chase
New York
$3.48K +$3.49K +70 New
PA
63
Parallel Advisors
California
$1.09K +$100 +2 +10%
CAS
64
Coppell Advisory Solutions
Texas
$647 +$648 +13 New
IWN
65
Independent Wealth Network
Iowa
– -$2.27M -45,536 Closed
GS
66
GTS Securities
New York
– -$659K -13,227 Closed
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
– -$298K -5,980 Closed
AF
68
Advisornet Financial
Minnesota
– -$498 -10 Closed
Morgan Stanley
69
Morgan Stanley
New York
– -$57 -1 Closed
1 2
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CSHI Hedge Fund Activity: Q2 2024 in Review

64 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) for Q2 2024, worth a combined $221M — up 48% from $149M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CSHI positions and 5 closed out — a net gain of 15 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $63.8M. The largest seller was Precision Wealth Strategies, cutting an estimated $3.26M.

  • 64 institutional investors held NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) as of Q2 2024, up from 51 in Q1 2024.
  • Funds reported $221M of NEOS Enhanced Income 1-3 Month T-Bill ETF stock for Q2 2024, up 48% quarter-over-quarter.
  • 20 funds opened new NEOS Enhanced Income 1-3 Month T-Bill ETF positions in Q2 2024 and 5 closed out, a net change of +15 holders.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF buyer in Q2 2024 was Retirement Planning Group (Kansas), an estimated $63.8M added.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF seller in Q2 2024 was Precision Wealth Strategies, an estimated $3.26M sold.

Based on aggregated 13F filings for Q2 2024.