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

51 hedge funds and large institutions have $149M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 13

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

10% more capital invested

Capital invested by funds: $136M → $149M (+$13.5M)

2% more funds holding

Funds holding: 50 → 51 (+1)

7.72% less ownership

Funds ownership: 52.17% → 44.45% (-7.7%)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.73%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
5
Increased
29
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$18.7M
2
WAM
Worth Asset Management
Texas
+$4.57M
3
MML Investors Services
MML Investors Services
Massachusetts
+$4.47M
4
LPL Financial
LPL Financial
California
+$4.11M
5
AWM
Atticus Wealth Management
Florida
+$3.22M

Top Sellers

1
PWS
Precision Wealth Strategies
Missouri
-$10.8M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.54M
3
FTUS
Flow Traders U.S.
New York
-$3.12M
4
KWM
Kingsview Wealth Management
Oregon
-$1.52M
5
OMC
Old Mission Capital
Illinois
-$722K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
Atticus Wealth Management
Florida
$29.4M +$3.22M +64,550 +12%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$18.7M +$18.7M +375,194 New
WWM
3
WT Wealth Management
Arizona
$12.4M +$399K +7,998 +3%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.4M -$210K -4,200 -2%
LPL Financial
5
LPL Financial
California
$7.24M +$4.11M +82,340 +130%
PWS
6
Precision Wealth Strategies
Missouri
$7.13M -$10.8M -215,349 -60%
AWM
7
Axxcess Wealth Management
California
$5.97M +$2.37M +47,439 +66%
WAM
8
Worth Asset Management
Texas
$5.77M +$4.57M +91,475 +376%
CFA
9
Camarda Financial Advisors
Florida
$5.71M +$932K +18,662 +19%
MML Investors Services
10
MML Investors Services
Massachusetts
$5.29M +$4.47M +89,452 +535%
GLR
11
Great Lakes Retirement
Ohio
$4.88M +$1.69M +33,805 +53%
AFG
12
Atomi Financial Group
New York
$3.5M +$1.15M +23,099 +49%
GI
13
Gradient Investments
Minnesota
$3.42M -$160K -3,203 -4%
LA
14
Latitude Advisors
Florida
$3.11M +$1.9M +38,105 +156%
G
15
Gainplan
Michigan
$2.7M +$581K +11,644 +27%
IWN
16
Independent Wealth Network
Iowa
$2.27M +$2.27M +45,536 New
Jane Street
17
Jane Street
New York
$2.17M +$818K +16,386 +60%
RPGK
18
Retirement Planning Group (Kansas)
Kansas
$1.99M +$2M +39,998 New
DAS
19
Dynamic Advisor Solutions
Arizona
$1.64M +$7.24K +145 +0.4%
NFSG
20
Newbridge Financial Services Group
Florida
$1.39M +$238K +4,762 +21%
MWP
21
Madison Wealth Partners
Wisconsin
$1.3M -$264K -5,286 -17%
CIAS
22
Capital Investment Advisory Services
North Carolina
$1.28M +$666K +13,339 +108%
CIP
23
Capital Insight Partners
Arizona
$1.21M +$46.1K +923 +4%
NA
24
NewEdge Advisors
Louisiana
$1.03M +$95.4K +1,911 +10%
MOS
25
MGO One Seven
Ohio
$954K +$170K +3,412 +22%
1
2 3

CSHI Hedge Fund Activity: Q1 2024 in Review

51 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) for Q1 2024, worth a combined $149M — up 9.9% from $136M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CSHI positions and 3 closed out — a net gain of 2 holders — while 29 added to existing stakes and 13 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $18.7M. The largest seller was Precision Wealth Strategies, cutting an estimated $10.8M.

  • 51 institutional investors held NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) as of Q1 2024, up from 50 in Q4 2023.
  • Funds reported $149M of NEOS Enhanced Income 1-3 Month T-Bill ETF stock for Q1 2024, up 9.9% quarter-over-quarter.
  • 5 funds opened new NEOS Enhanced Income 1-3 Month T-Bill ETF positions in Q1 2024 and 3 closed out, a net change of +2 holders.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $18.7M added.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF seller in Q1 2024 was Precision Wealth Strategies, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2024.