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NEOS Enhanced Income 1-3 Month T-Bill ETF

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.

New
Increased
Maintained
Reduced
Closed

1,158% more capital invested

Capital invested by funds: $5.66M → $71.2M (+$65.5M)

150% more funds holding

Funds holding: 820 (+12)

100% more funds holding in top 10

Funds holding in top 10: 12 (+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

Holders
20
Holders Change
+12
Holders Change %
+150%
% of All Funds
0.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
3
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
1
Paragon Wealth Strategies
Florida
$29.3M +$29.4M +585,289 New
Citadel Advisors
2
Citadel Advisors
Florida
$16.2M +$16.2M +323,848 New
WWM
3
WT Wealth Management
Arizona
$11.1M +$11.1M +221,238 New
AWM
4
Axxcess Wealth Management
California
$3.69M +$3.69M +73,602 New
Osaic Holdings
5
Osaic Holdings
Arizona
$2.62M +$2.16M +42,975 +462%
OMC
6
Old Mission Capital
Illinois
$1.68M +$1.69M +33,639 New
AFG
7
Atomi Financial Group
New York
$1.46M -$1.41M -28,122 -49%
CIP
8
Capital Insight Partners
Arizona
$1M -$87.3K -1,740 -8%
Jane Street
9
Jane Street
New York
$789K +$790K +15,752 New
KWM
10
Kingsview Wealth Management
Oregon
$608K +$609K +12,148 New
NFSG
11
Newbridge Financial Services Group
Florida
$602K +$344K +6,865 +133%
FTUS
12
Flow Traders U.S.
New York
$552K +$553K +11,028 New
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$428K +$428K +8,529 New
EFMC
14
Empire Financial Management Company
New York
$412K -$11.6K -231 -3%
MWP
15
Madison Wealth Partners
Wisconsin
$248K -$652 -13 -0.3%
GRP
16
Global Retirement Partners
California
$228K +$27.3K +545 +14%
CP
17
Castleview Partners
Texas
$134K +$135K +2,683 New
RI
18
Ridgewood Investments
New Jersey
$95.1K
UBS Group
19
UBS Group
Switzerland
$15.8K +$15.9K +316 New
BCPWM
20
Bradley & Co Private Wealth Management
Florida
$50 +$50 +1 New

CSHI Hedge Fund Activity: Q2 2023 in Review

20 of the 6,369 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.