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

67 hedge funds and large institutions have $264M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

20% more capital invested

Capital invested by funds: $221M → $264M (+$43.2M)

8.93% more ownership

Funds ownership: 53.53% → 62.46% (+8.9%)

5% more funds holding

Funds holding: 64 → 67 (+3)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
0.96%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
16
Increased
22
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NWM
Napa Wealth Management
California
+$45.8M
2
IAIM
International Assets Investment Management
Florida
+$30.7M
3
RPSA
Richard P. Slaughter Associates
Texas
+$21.8M
4
Ameriprise
Ameriprise
Minnesota
+$3.36M
5
GIA
Gladstone Institutional Advisory
Florida
+$3.27M

Top Sellers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
-$26.6M
2
AWM
Atticus Wealth Management
Florida
-$13.8M
3
GLR
Great Lakes Retirement
Ohio
-$7.26M
4
WWM
WT Wealth Management
Arizona
-$6.66M
5
BIP
Blue Investment Partners
California
-$3.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
51
Aptus Capital Advisors
Alabama
$273K -$124K -2,483 -31%
GRP
52
Global Retirement Partners
California
$266K +$2.99K +60 +1%
DIM
53
Delta Investment Management
California
$229K -$37.8K -759 -14%
FG
54
Fiduciary Group
Georgia
$223K -$4.63K -93 -2%
MWM
55
MGB Wealth Management
Texas
$74.7K – – –
RI
56
Ridgewood Investments
New Jersey
$44.8K – – –
CFD
57
Creative Financial Designs
Indiana
$29.9K – – –
DFA
58
DHJJ Financial Advisors
Illinois
$20.4K – – –
LFG
59
Larson Financial Group
Missouri
$15.7K +$249 +5 +2%
NFSG
60
Newbridge Financial Services Group
Florida
$14.9K -$1.44M -28,957 -99%
IAIM
61
International Assets Investment Management
Florida
$12.2K +$30.7M +616,589 New
LIS
62
Legacy Investment Solutions
Idaho
$9.14K +$9.12K +183 New
LWMI
63
Legacy Wealth Management (Idaho)
Idaho
$9.14K +$9.12K +183 New
Morgan Stanley
64
Morgan Stanley
New York
$4.43K +$4.44K +89 New
PA
65
Parallel Advisors
California
$1.1K – – –
CA
66
Continuum Advisory
Idaho
$200 +$199 +4 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$149 +$150 +3 New
BIP
68
Blue Investment Partners
California
– -$3.61M -72,515 Closed
AWM
69
Axxcess Wealth Management
California
– -$2.97M -59,751 Closed
LIM
70
Leavell Investment Management
Alabama
– -$763K -15,333 Closed
AI
71
Atria Investments
North Carolina
– -$713K -14,335 Closed
WEG
72
World Equity Group
Illinois
– -$713K -14,335 Closed
KWM
73
Kingsview Wealth Management
Oregon
– -$291K -5,847 Closed
Citadel Advisors
74
Citadel Advisors
Florida
– -$239K -4,804 Closed
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
– -$222K -4,461 Closed
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CSHI Hedge Fund Activity: Q3 2024 in Review

67 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) for Q3 2024, worth a combined $264M — up 20% from $221M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CSHI positions and 13 closed out — a net gain of 3 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was Napa Wealth Management, opening a new position worth an estimated $45.8M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $26.6M.

  • 67 institutional investors held NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) as of Q3 2024, up from 64 in Q2 2024.
  • Funds reported $264M of NEOS Enhanced Income 1-3 Month T-Bill ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 16 funds opened new NEOS Enhanced Income 1-3 Month T-Bill ETF positions in Q3 2024 and 13 closed out, a net change of +3 holders.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF buyer in Q3 2024 was Napa Wealth Management, an estimated $45.8M added.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF seller in Q3 2024 was Retirement Planning Group (Kansas), an estimated $26.6M sold.

Based on aggregated 13F filings for Q3 2024.