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

Overview Fund Activity

64 hedge funds and large institutions have $221M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
+13
Holders Change %
+25.49%
% of All Funds
0.93%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
20
Increased
24
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$65.6M
2
GI
2
Gradient Investments
Minnesota
$19.9M
3
AWM
3
Atticus Wealth Management
Florida
$33.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.2M
5
BIP
5
Blue Investment Partners
California
$3.61M

Top Sellers

1
PWS
1
Precision Wealth Strategies
Missouri
$3.87M
2
AWM
2
Axxcess Wealth Management
California
$2.97M
3
WAM
3
Worth Asset Management
Texas
$2.9M
4
CFA
4
Camarda Financial Advisors
Florida
$2.96M
5
IWN
5
Independent Wealth Network
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$65.6M 1,319,070 +1,279,072 +3,198%
AWM
2
Atticus Wealth Management
Florida
$33.7M 677,537 +86,692 +15%
GI
3
Gradient Investments
Minnesota
$19.9M 400,185 +331,593 +483%
Osaic Holdings
4
Osaic Holdings
Arizona
$15.2M 304,830 +76,610 +34%
WWM
5
WT Wealth Management
Arizona
$11.2M 224,620 -23,827 -10%
LPL Financial
6
LPL Financial
California
$10.3M 206,620 +61,147 +42%
GLR
7
Great Lakes Retirement
Ohio
$7.53M 151,391 +53,465 +55%
MML Investors Services
8
MML Investors Services
Massachusetts
$4.37M 87,839 -18,319 -17%
AFG
9
Atomi Financial Group
New York
$3.9M 78,281 +8,021 +11%
PWS
10
Precision Wealth Strategies
Missouri
$3.87M 77,767 -65,330 -46%
BIP
11
Blue Investment Partners
California
$3.61M 72,515 +72,515 New
G
12
Gainplan
Michigan
$3.37M 67,758 +13,620 +25%
AWM
13
Axxcess Wealth Management
California
$2.97M 59,751 -60,040 -50%
CFA
14
Camarda Financial Advisors
Florida
$2.96M 59,415 -55,185 -48%
WAM
15
Worth Asset Management
Texas
$2.9M 58,314 -57,513 -50%
LA
16
Latitude Advisors
Florida
$2.65M 53,189 -9,316 -15%
Stifel Financial
17
Stifel Financial
Missouri
$2.33M 46,895 +30,137 +180%
MWP
18
Madison Wealth Partners
Wisconsin
$1.86M 37,292 +11,106 +42%
DAS
19
Dynamic Advisor Solutions
Arizona
$1.66M 33,347 +330 +1%
CIAS
20
Capital Investment Advisory Services
North Carolina
$1.62M 32,548 +6,879 +27%
NFSG
21
Newbridge Financial Services Group
Florida
$1.46M 29,256 +1,443 +5%
GIA
22
Gladstone Institutional Advisory
Florida
$1.35M 27,032 +27,032 New
NA
23
NewEdge Advisors
Louisiana
$1.26M 25,288 +4,529 +22%
FTUS
24
Flow Traders U.S.
New York
$1.12M 22,408 +10,343 +86%
BFA
25
Brown Financial Advisors
Ohio
$1.11M 22,358 +22,358 New
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