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NEOS Enhanced Income 1-3 Month T-Bill ETF

84 hedge funds and large institutions have $237M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6% more funds holding

Funds holding: 7984 (+5)

9.6% less ownership

Funds ownership: 54.59%45% (-9.6%)

11% less capital invested

Capital invested by funds: $265M → $237M (-$28.4M)

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
1.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
23
Increased
25
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Allworth Financial
California
$560K +$50K +1,003 +10%
SOS
52
Silver Oak Securities
Tennessee
$499K +$9.16K +184 +2%
CA
53
CoreCap Advisors
Michigan
$490K +$492K +9,870 New
EFS
54
Essex Financial Services
Connecticut
$483K +$485K +9,739 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$444K +$446K +8,948 New
WA
56
Waverly Advisors
Alabama
$429K +$49.8K +1,000 +13%
PCA
57
PMV Capital Advisers
Texas
$413K -$881K -17,681 -68%
MFS
58
Mattson Financial Services
Michigan
$368K -$11K -221 -3%
CA
59
Clearstead Advisors
Ohio
$356K +$357K +7,167 New
NS
60
NBC Securities
Alabama
$285K +$287K +5,754 New
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$265K +$266K +5,341 New
UCMOK
62
United Capital Management of KS
Kansas
$254K +$255K +5,125 New
IWM
63
IHT Wealth Management
Illinois
$253K +$254K +5,101 New
SAM
64
Secure Asset Management
Michigan
$249K -$48.6K -975 -16%
AWM
65
Avior Wealth Management
Nebraska
$228K +$229K +4,600 New
First Trust Advisors
66
First Trust Advisors
Illinois
$218K -$150K -3,005 -41%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$215K -$67.4K -1,354 -24%
CCIA
68
Cherry Creek Investment Advisors
Colorado
$204K -$9.61K -193 -4%
PTC
69
Private Trust Company
Ohio
$99.3K +$99.6K +2,000 New
SPIA
70
Steward Partners Investment Advisory
New York
$92K +$92.3K +1,854 New
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$77K +$77K +1,545 New
AF
72
Advisornet Financial
Minnesota
$50.3K +$50.5K +1,014 New
RI
73
Ridgewood Investments
New Jersey
$44.7K
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$35.2K
CFD
75
Creative Financial Designs
Indiana
$29.8K