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NEOS Enhanced Income 1-3 Month T-Bill ETF

91 hedge funds and large institutions have $266M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 31

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more capital invested

Capital invested by funds: $238M → $266M (+$28.2M)

3% less funds holding

Funds holding: 9491 (-3)

3.37% less ownership

Funds ownership: 45.03%41.66% (-3.4%)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
1.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
11
Increased
42
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Clearstead Advisors
Ohio
$256K -$101K -2,033 -28%
UCMOK
77
United Capital Management of KS
Kansas
$251K +$3.34K +67 +1%
IWM
78
IHT Wealth Management
Illinois
$249K
PTC
79
Private Trust Company
Ohio
$99.4K
SPIA
80
Steward Partners Investment Advisory
New York
$42.4K -$54.9K -1,103 -56%
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$35.8K
CFD
82
Creative Financial Designs
Indiana
$29.8K
CAL
83
Capital Analysts LLC
Pennsylvania
$28K +$1.09K +22 +4%
DFA
84
DHJJ Financial Advisors
Illinois
$20.4K
LFG
85
Larson Financial Group
Missouri
$16.5K +$199 +4 +1%
AFWM
86
Abich Financial Wealth Management
Virginia
$14.4K +$14.4K +290 New
Morgan Stanley
87
Morgan Stanley
New York
$6.02K +$5.97K +120 +12,000%
PA
88
Parallel Advisors
California
$5.82K -$9.41K -189 -62%
AWM
89
AE Wealth Management
Kansas
$3.98K
LWMI
90
Legacy Wealth Management (Idaho)
Idaho
$2.88K +$2.79K +56 +2,800%
Wells Fargo
91
Wells Fargo
California
$25 +$50 +1 New
NMG
92
New Millennium Group
Utah
$20 -$50 -1 Closed
CIAS
93
Capital Investment Advisory Services
North Carolina
-$5.86M -117,845 Closed
SXL
94
Summit X LLC
Missouri
-$2.38M -47,766 Closed
WAM
95
Worth Asset Management
Texas
-$397K -7,976 Closed
AFP
96
Ausdal Financial Partners
Iowa
-$370K -7,447 Closed
MOS
97
MGO One Seven
Ohio
-$351K -7,051 Closed
FTUS
98
Flow Traders U.S.
New York
-$296K -5,948 Closed
First Trust Advisors
99
First Trust Advisors
Illinois
-$208K -4,187 Closed
UBS Group
100
UBS Group
Switzerland
-$83.1K -1,672 Closed