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NEOS Enhanced Income 1-3 Month T-Bill ETF

107 hedge funds and large institutions have $335M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

57% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 30

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

26% more capital invested

Capital invested by funds: $266M → $335M (+$69M)

18% more funds holding

Funds holding: 91107 (+16)

0.79% more ownership

Funds ownership: 41.66%42.45% (+0.79%)

Holders
107
Holders Change
+16
Holders Change %
+17.58%
% of All Funds
1.3%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
24
Increased
47
Reduced
30
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
76
Pure Financial Advisors
California
$382K +$383K +7,690 New
FHA
77
Flagship Harbor Advisors
Massachusetts
$379K +$380K +7,626 New
EFS
78
Essex Financial Services
Connecticut
$354K -$190K -3,810 -35%
Citadel Advisors
79
Citadel Advisors
Florida
$351K -$283K -5,683 -45%
SAI
80
Savvy Advisors Inc
New York
$343K -$343K -6,888 -50%
PCA
81
PMV Capital Advisers
Texas
$294K +$7.96K +160 +3%
GRR
82
Golden Reserve Retirement
Ohio
$285K +$285K +5,735 New
NFG
83
Nations Financial Group
Iowa
$283K
KF
84
Krilogy Financial
Missouri
$271K -$61.8K -1,242 -19%
KPWS
85
Kestra Private Wealth Services
Texas
$263K +$263K +5,291 New
NS
86
NBC Securities
Alabama
$256K -$6.52K -131 -2%
WA
87
Waverly Advisors
Alabama
$251K -$59.8K -1,201 -19%
CA
88
Clearstead Advisors
Ohio
$245K -$11.6K -233 -5%
MOS
89
MGO One Seven
Ohio
$236K +$236K +4,747 New
VWA
90
Vistica Wealth Advisors
California
$228K +$228K +4,586 New
IWM
91
IHT Wealth Management
Illinois
$224K -$24.9K -500 -10%
AWA
92
A4 Wealth Advisors
North Carolina
$201K -$130K -2,620 -39%
PTC
93
Private Trust Company
Ohio
$99.5K
SPIA
94
Steward Partners Investment Advisory
New York
$95.7K +$53.4K +1,072 +126%
Morgan Stanley
95
Morgan Stanley
New York
$51.3K +$45.3K +911 +753%
TCM
96
Triumph Capital Management
Colorado
$49.7K +$49.8K +1,000 New
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$35.8K
JHCP
98
Jackson Hole Capital Partners
Oklahoma
$31.7K +$31.8K +638 New
CFD
99
Creative Financial Designs
Indiana
$29.8K
CAL
100
Capital Analysts LLC
Pennsylvania
$28K -$448 -9 -2%