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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$63.8M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$16.5M |
| 3 |
AWM
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
+$4.32M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.82M |
| 5 |
BIP
Blue Investment Partners
Alamo,
California
|
+$3.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$3.26M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$2.99M |
| 3 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$2.87M |
| 4 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$2.75M |
| 5 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
-$2.27M |
CSHI Hedge Fund Activity: Q2 2024 in Review
64 of the 6,935 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.