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

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.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

48% more capital invested

Capital invested by funds: $149M → $221M (+$71.3M)

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

25% more funds holding

Funds holding: 51 → 64 (+13)

9.08% more ownership

Funds ownership: 44.45% → 53.53% (+9.1%)

Holders
64
Holders Change
+13
Holders Change %
+25.49%
% of All Funds
0.92%
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
Retirement Planning Group (Kansas)
Kansas
+$63.8M
2
GI
Gradient Investments
Minnesota
+$16.5M
3
AWM
Atticus Wealth Management
Florida
+$4.32M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.82M
5
BIP
Blue Investment Partners
California
+$3.62M

Top Sellers

1
PWS
Precision Wealth Strategies
Missouri
-$3.26M
2
AWM
Axxcess Wealth Management
California
-$2.99M
3
WAM
Worth Asset Management
Texas
-$2.87M
4
CFA
Camarda Financial Advisors
Florida
-$2.75M
5
IWN
Independent Wealth Network
Iowa
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$65.6M +$63.8M +1,279,072 +3,198%
AWM
2
Atticus Wealth Management
Florida
$33.7M +$4.32M +86,692 +15%
GI
3
Gradient Investments
Minnesota
$19.9M +$16.5M +331,593 +483%
Osaic Holdings
4
Osaic Holdings
Arizona
$15.2M +$3.82M +76,610 +34%
WWM
5
WT Wealth Management
Arizona
$11.2M -$1.19M -23,827 -10%
LPL Financial
6
LPL Financial
California
$10.3M +$3.05M +61,147 +42%
GLR
7
Great Lakes Retirement
Ohio
$7.53M +$2.67M +53,465 +55%
MML Investors Services
8
MML Investors Services
Massachusetts
$4.37M -$913K -18,319 -17%
AFG
9
Atomi Financial Group
New York
$3.9M +$400K +8,021 +11%
PWS
10
Precision Wealth Strategies
Missouri
$3.87M -$3.26M -65,330 -46%
BIP
11
Blue Investment Partners
California
$3.61M +$3.62M +72,515 New
G
12
Gainplan
Michigan
$3.37M +$679K +13,620 +25%
AWM
13
Axxcess Wealth Management
California
$2.97M -$2.99M -60,040 -50%
CFA
14
Camarda Financial Advisors
Florida
$2.96M -$2.75M -55,185 -48%
WAM
15
Worth Asset Management
Texas
$2.9M -$2.87M -57,513 -50%
LA
16
Latitude Advisors
Florida
$2.65M -$464K -9,316 -15%
Stifel Financial
17
Stifel Financial
Missouri
$2.33M +$1.5M +30,137 +180%
MWP
18
Madison Wealth Partners
Wisconsin
$1.86M +$554K +11,106 +42%
DAS
19
Dynamic Advisor Solutions
Arizona
$1.66M +$16.5K +330 +1%
CIAS
20
Capital Investment Advisory Services
North Carolina
$1.62M +$343K +6,879 +27%
NFSG
21
Newbridge Financial Services Group
Florida
$1.46M +$71.9K +1,443 +5%
GIA
22
Gladstone Institutional Advisory
Florida
$1.35M +$1.35M +27,032 New
NA
23
NewEdge Advisors
Louisiana
$1.26M +$226K +4,529 +22%
FTUS
24
Flow Traders U.S.
New York
$1.11M +$516K +10,343 +86%
BFA
25
Brown Financial Advisors
Ohio
$1.11M +$1.11M +22,358 New
1
2 3

CSHI Hedge Fund Activity: Q2 2024 in Review

64 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) for Q2 2024, worth a combined $221M — up 48% from $149M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CSHI positions and 5 closed out — a net gain of 15 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $63.8M. The largest seller was Precision Wealth Strategies, cutting an estimated $3.26M.

  • 64 institutional investors held NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) as of Q2 2024, up from 51 in Q1 2024.
  • Funds reported $221M of NEOS Enhanced Income 1-3 Month T-Bill ETF stock for Q2 2024, up 48% quarter-over-quarter.
  • 20 funds opened new NEOS Enhanced Income 1-3 Month T-Bill ETF positions in Q2 2024 and 5 closed out, a net change of +15 holders.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF buyer in Q2 2024 was Retirement Planning Group (Kansas), an estimated $63.8M added.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF seller in Q2 2024 was Precision Wealth Strategies, an estimated $3.26M sold.

Based on aggregated 13F filings for Q2 2024.