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NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI

33 hedge funds and large institutions have $70.7M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

65% more funds holding

Funds holding: 20 → 33 (+13)

1% less capital invested

Capital invested by funds: $71.2M → $70.7M (-$476K)

16.24% less ownership

Funds ownership: 59.97% → 43.73% (-16%)

Holders
33
Holders Change
+13
Holders Change %
+65%
% of All Funds
0.52%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
18
Increased
11
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$9.2M
2
PWS
Precision Wealth Strategies
Missouri
+$5.2M
3
CFA
Camarda Financial Advisors
Florida
+$4.76M
4
AWM
Axxcess Wealth Management
California
+$1.77M
5
G
Gainplan
Michigan
+$1.61M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$15.9M
2
PWS
Paragon Wealth Strategies
Florida
-$12.5M
3
OMC
Old Mission Capital
Illinois
-$1.68M
4
FTUS
Flow Traders U.S.
New York
-$552K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$428K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1
Paragon Wealth Strategies
Florida
$16.7M -$12.5M -250,223 -43%
Osaic Holdings
2
Osaic Holdings
Arizona
$11.8M +$9.2M +183,895 +352%
WWM
3
WT Wealth Management
Arizona
$11.7M +$676K +13,512 +6%
AWM
4
Axxcess Wealth Management
California
$5.43M +$1.77M +35,300 +48%
PWS
5
Precision Wealth Strategies
Missouri
$5.18M +$5.2M +103,884 New
CFA
6
Camarda Financial Advisors
Florida
$4.75M +$4.76M +95,121 New
KWM
7
Kingsview Wealth Management
Oregon
$2.15M +$1.55M +30,933 +255%
AFG
8
Atomi Financial Group
New York
$1.62M +$170K +3,400 +12%
G
9
Gainplan
Michigan
$1.6M +$1.61M +32,148 New
Jane Street
10
Jane Street
New York
$1.42M +$636K +12,709 +81%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.17M +$1.17M +23,354 New
CIP
12
Capital Insight Partners
Arizona
$1.16M +$160K +3,192 +16%
MWP
13
Madison Wealth Partners
Wisconsin
$950K +$705K +14,093 +285%
MOS
14
MGO One Seven
Ohio
$894K +$897K +17,917 New
CA
15
Claro Advisors
Massachusetts
$877K +$879K +17,570 New
NFSG
16
Newbridge Financial Services Group
Florida
$616K +$16.4K +327 +3%
EFMC
17
Empire Financial Management Company
New York
$469K +$58.6K +1,172 +14%
DAS
18
Dynamic Advisor Solutions
Arizona
$388K +$389K +7,774 New
Citadel Advisors
19
Citadel Advisors
Florida
$330K -$15.9M -317,229 -98%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$243K +$243K +4,865 New
GRP
21
Global Retirement Partners
California
$242K +$14.8K +296 +7%
MSAM
22
Moloney Securities Asset Management
Missouri
$224K +$225K +4,495 New
DIM
23
Delta Investment Management
California
$207K +$208K +4,150 New
SAM
24
Secure Asset Management
Michigan
$203K +$204K +4,076 New
AWM
25
Atticus Wealth Management
Florida
$183K +$183K +3,660 New
1
2

CSHI Hedge Fund Activity: Q3 2023 in Review

33 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) for Q3 2023, worth a combined $70.7M — down 0.67% from $71.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CSHI positions and 5 closed out — a net gain of 13 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $9.2M. The largest seller was Citadel Advisors, cutting an estimated $15.9M.

  • 33 institutional investors held NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) as of Q3 2023, up from 20 in Q2 2023.
  • Funds reported $70.7M of NEOS Enhanced Income 1-3 Month T-Bill ETF stock for Q3 2023, down 0.67% quarter-over-quarter.
  • 18 funds opened new NEOS Enhanced Income 1-3 Month T-Bill ETF positions in Q3 2023 and 5 closed out, a net change of +13 holders.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF buyer in Q3 2023 was Osaic Holdings, an estimated $9.2M added.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF seller in Q3 2023 was Citadel Advisors, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2023.