CSHI icon

NEOS Enhanced Income 1-3 Month T-Bill ETF

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.

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.74%
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
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
Atticus Wealth Management
Florida
$29.4M 590,845 +64,550 +12%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$18.7M 375,194 +375,194 New
WWM
3
WT Wealth Management
Arizona
$12.4M 248,447 +7,998 +3%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.4M 228,220 -4,200 -2%
LPL Financial
5
LPL Financial
California
$7.24M 145,473 +82,340 +130%
PWS
6
Precision Wealth Strategies
Missouri
$7.13M 143,097 -215,349 -60%
AWM
7
Axxcess Wealth Management
California
$5.97M 119,791 +47,439 +66%
WAM
8
Worth Asset Management
Texas
$5.77M 115,827 +91,475 +376%
CFA
9
Camarda Financial Advisors
Florida
$5.71M 114,600 +18,662 +19%
MML Investors Services
10
MML Investors Services
Massachusetts
$5.29M 106,158 +89,452 +535%
GLR
11
Great Lakes Retirement
Ohio
$4.88M 97,926 +33,805 +53%
AFG
12
Atomi Financial Group
New York
$3.5M 70,260 +23,099 +49%
GI
13
Gradient Investments
Minnesota
$3.42M 68,592 -3,203 -4%
LA
14
Latitude Advisors
Florida
$3.11M 62,505 +38,105 +156%
G
15
Gainplan
Michigan
$2.7M 54,138 +11,644 +27%
IWN
16
Independent Wealth Network
Iowa
$2.27M 45,536 +45,536 New
Jane Street
17
Jane Street
New York
$2.17M 43,533 +16,386 +60%
RPGK
18
Retirement Planning Group (Kansas)
Kansas
$1.99M 39,998 +39,998 New
DAS
19
Dynamic Advisor Solutions
Arizona
$1.64M 33,017 +145 +0.4%
NFSG
20
Newbridge Financial Services Group
Florida
$1.39M 27,813 +4,762 +21%
MWP
21
Madison Wealth Partners
Wisconsin
$1.3M 26,186 -5,286 -17%
CIAS
22
Capital Investment Advisory Services
North Carolina
$1.28M 25,669 +13,339 +108%
CIP
23
Capital Insight Partners
Arizona
$1.21M 24,387 +923 +4%
NA
24
NewEdge Advisors
Louisiana
$1.03M 20,759 +1,911 +10%
MOS
25
MGO One Seven
Ohio
$954K 19,149 +3,412 +22%