NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
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.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
18% more funds holding
Funds holding: 67 → 79 (+12)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
+$14.6M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$6.13M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$4.22M |
| 4 |
G
Gainplan
Bloomfield Hills,
Michigan
|
+$2.66M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$30.5M |
| 2 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$19M |
| 3 |
NWM
Napa Wealth Management
Napa,
California
|
-$18.6M |
| 4 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$2.36M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAS
76
Coppell Advisory Solutions
Coppell,
Texas
| $548 | +$549 | +11 | New |
|
|
DRP
77
Decker Retirement Planning
Levi,
Utah
| $548 | +$549 | +11 | New |
|
78
Fidelity Investments
Boston,
Massachusetts
| $199 | +$50 | +1 | +33% |
|
79
Morgan Stanley
New York
| $100 | -$4.34K | -87 | -98% |
|
80
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.3M | -26,120 | Closed |
|
|
OMC
81
Old Mission Capital
Chicago,
Illinois
| – | -$828K | -16,625 | Closed |
|
|
MSAM
82
Moloney Securities Asset Management
Manchester,
Missouri
| – | -$395K | -7,939 | Closed |
|
|
IWM
83
IHT Wealth Management
Chicago,
Illinois
| – | -$284K | -5,700 | Closed |
|
|
FG
84
Fiduciary Group
Savannah,
Georgia
| – | -$223K | -4,472 | Closed |
|
|
NFSG
85
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$14.9K | -299 | Closed |
|
|
CA
86
Continuum Advisory
Eagle,
Idaho
| – | -$200 | -4 | Closed |
|
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.