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NEOS Enhanced Income 1-3 Month T-Bill ETF

79 hedge funds and large institutions have $265M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

18% more funds holding

Funds holding: 6779 (+12)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0% more capital invested

Capital invested by funds: $264M → $265M (+$1M)

7.87% less ownership

Funds ownership: 62.46%54.59% (-7.9%)

26% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 31

Holders
79
Holders Change
+12
Holders Change %
+17.91%
% of All Funds
1.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
20
Increased
23
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$368K +$369K +7,392 New
BFWM
52
Bright Futures Wealth Management
New York
$317K +$318K +6,366 New
DADC
53
D.A. Davidson & Co
Montana
$314K +$314K +6,301 New
SWM
54
Spire Wealth Management
Virginia
$305K +$306K +6,131 New
SAM
55
Secure Asset Management
Michigan
$298K +$299 +6 +0.1%
GRP
56
Global Retirement Partners
California
$292K +$25.2K +506 +9%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$283K +$284K +5,686 New
IAIM
58
International Assets Investment Management
Florida
$274K -$30.5M -611,084 -99%
ACA
59
Aptus Capital Advisors
Alabama
$271K -$1.4K -28 -0.5%
Jane Street
60
Jane Street
New York
$266K -$1.07M -21,496 -80%
GLR
61
Great Lakes Retirement
Ohio
$234K -$51.8K -1,038 -18%
DIM
62
Delta Investment Management
California
$215K -$14.3K -287 -6%
CCIA
63
Cherry Creek Investment Advisors
Colorado
$215K +$215K +4,307 New
MWM
64
MGB Wealth Management
Texas
$74.7K
RI
65
Ridgewood Investments
New Jersey
$44.8K
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$35.9K +$35.9K +720 New
CFD
67
Creative Financial Designs
Indiana
$29.9K
DFA
68
DHJJ Financial Advisors
Illinois
$20.4K
LFG
69
Larson Financial Group
Missouri
$15.9K +$200 +4 +1%
AWM
70
AE Wealth Management
Kansas
$13.7K +$13.7K +274 New
LIS
71
Legacy Investment Solutions
Idaho
$6.23K -$2.89K -58 -32%
LWMI
72
Legacy Wealth Management (Idaho)
Idaho
$6.23K -$2.89K -58 -32%
PA
73
Parallel Advisors
California
$6.08K +$4.99K +100 +455%
UBS Group
74
UBS Group
Switzerland
$5.53K -$277K -5,547 -98%
Bank of America
75
Bank of America
North Carolina
$2.79K +$2.79K +56 New

CSHI Hedge Fund Activity: Q4 2024 in Review

79 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) for Q4 2024, worth a combined $265M — up 0.38% from $264M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CSHI positions and 7 closed out — a net gain of 13 holders — while 23 added to existing stakes and 31 trimmed.

The largest buyer was Richard P. Slaughter Associates, adding an estimated $14.6M. The largest seller was International Assets Investment Management, cutting an estimated $30.5M.

  • 79 institutional investors held NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) as of Q4 2024, up from 67 in Q3 2024.
  • Funds reported $265M of NEOS Enhanced Income 1-3 Month T-Bill ETF stock for Q4 2024, up 0.38% quarter-over-quarter.
  • 20 funds opened new NEOS Enhanced Income 1-3 Month T-Bill ETF positions in Q4 2024 and 7 closed out, a net change of +13 holders.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF buyer in Q4 2024 was Richard P. Slaughter Associates, an estimated $14.6M added.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF seller in Q4 2024 was International Assets Investment Management, an estimated $30.5M sold.

Based on aggregated 13F filings for Q4 2024.