NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
20 hedge funds and large institutions have $71.2M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.
1,158% more capital invested
Capital invested by funds: $5.66M → $71.2M (+$65.5M)
150% more funds holding
Funds holding: 8 → 20 (+12)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
40.17% more ownership
Funds ownership: 19.79% → 59.97% (+40%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$29.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$16.2M |
| 3 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
+$11.1M |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$3.69M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFG
Atomi Financial Group
New York
|
-$1.41M |
| 2 |
CIP
Capital Insight Partners
Scottsdale,
Arizona
|
-$87.3K |
| 3 |
EFMC
Empire Financial Management Company
New York
|
-$11.6K |
| 4 |
MWP
Madison Wealth Partners
Madison,
Wisconsin
|
-$652 |
CSHI Hedge Fund Activity: Q2 2023 in Review
20 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) for Q2 2023, worth a combined $71.2M — up 1,158% from $5.66M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CSHI positions and 0 closed out — a net gain of 12 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Paragon Wealth Strategies, opening a new position worth an estimated $29.4M. The largest seller was Atomi Financial Group, cutting an estimated $1.41M.
- 20 institutional investors held NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) as of Q2 2023, up from 8 in Q1 2023.
- Funds reported $71.2M of NEOS Enhanced Income 1-3 Month T-Bill ETF stock for Q2 2023, up 1,158% quarter-over-quarter.
- 12 funds opened new NEOS Enhanced Income 1-3 Month T-Bill ETF positions in Q2 2023 and 0 closed out, a net change of +12 holders.
- The largest NEOS Enhanced Income 1-3 Month T-Bill ETF buyer in Q2 2023 was Paragon Wealth Strategies, an estimated $29.4M added.
- The largest NEOS Enhanced Income 1-3 Month T-Bill ETF seller in Q2 2023 was Atomi Financial Group, an estimated $1.41M sold.
Based on aggregated 13F filings for Q2 2023.