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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
+$45.8M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$30.7M |
| 3 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
+$21.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.36M |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$3.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$26.6M |
| 2 |
AWM
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
-$13.8M |
| 3 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$7.26M |
| 4 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$6.66M |
| 5 |
BIP
Blue Investment Partners
Alamo,
California
|
-$3.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
76
Harbour Investments
Madison,
Wisconsin
| – | -$12.5K | -252 | Closed |
|
|
CP
77
Castleview Partners
Dallas,
Texas
| – | -$10K | -201 | Closed |
|
|
PCM
78
Penserra Capital Management
Orinda,
California
| – | -$8K | -159 | Closed |
|
79
JP Morgan Chase
New York
| – | -$3.48K | -70 | Closed |
|
|
CAS
80
Coppell Advisory Solutions
Coppell,
Texas
| – | -$647 | -13 | Closed |
|
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.