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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
DFA
76
DHJJ Financial Advisors
Illinois
$20.3K
LFG
77
Larson Financial Group
Missouri
$16.1K +$199 +4 +1%
PA
78
Parallel Advisors
California
$6.05K
AWM
79
AE Wealth Management
Kansas
$3.62K -$10K -201 -73%
LWMI
80
Legacy Wealth Management (Idaho)
Idaho
$2.04K -$4.18K -84 -67%
CPG
81
Cornerstone Planning Group
New Jersey
$742 +$747 +15 New
Morgan Stanley
82
Morgan Stanley
New York
$56 -$50 -1 -50%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$50 -$149 -3 -75%
SS
84
Sunbelt Securities
Texas
$50 +$50 +1 New
Ameriprise
85
Ameriprise
Minnesota
-$2.09M -41,874 Closed
BCI
86
Brinker Capital Investments
Pennsylvania
-$1.27M -25,394 Closed
OPS
87
Orion Portfolio Solutions
Nebraska
-$1.27M -25,394 Closed
CIP
88
Capital Insight Partners
Arizona
-$984K -19,751 Closed
DADC
89
D.A. Davidson & Co
Montana
-$314K -6,301 Closed
SWM
90
Spire Wealth Management
Virginia
-$305K -6,131 Closed
IAIM
91
International Assets Investment Management
Florida
-$274K -5,505 Closed
ACA
92
Aptus Capital Advisors
Alabama
-$271K -5,449 Closed
Jane Street
93
Jane Street
New York
-$266K -5,340 Closed
GLR
94
Great Lakes Retirement
Ohio
-$234K -4,692 Closed
DIM
95
Delta Investment Management
California
-$215K -4,309 Closed
MWM
96
MGB Wealth Management
Texas
-$74.7K -1,500 Closed
UBS Group
97
UBS Group
Switzerland
-$5.53K -111 Closed
Bank of America
98
Bank of America
North Carolina
-$2.79K -56 Closed
CAS
99
Coppell Advisory Solutions
Texas
-$548 -11 Closed
DRP
100
Decker Retirement Planning
Utah
-$548 -11 Closed