NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
67 hedge funds and large institutions have $265M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 13 closing their positions.
34% more capital inflows, than outflows
Capital inflows: $95.7M | Capital outflows: $71.4M
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
5% more funds holding
Funds holding: 64 → 67 (+3)
2.55% more ownership
Funds ownership: 53.53% → 56.08% (+2.6%)
0% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 22
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Napa Wealth Management
Napa,
California
|
+$45.8M |
| 2 |
Richard P. Slaughter Associates
Austin,
Texas
|
+$21.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.36M |
| 4 |
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$3.27M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$26.6M |
| 2 |
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
-$13.8M |
| 3 |
Great Lakes Retirement
Sandusky,
Ohio
|
-$7.26M |
| 4 |
WT Wealth Management
Scottsdale,
Arizona
|
-$6.66M |
| 5 |
Blue Investment Partners
Alamo,
California
|
-$3.61M |
CSHI Hedge Fund Activity: Q3 2024 in Review
67 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) for Q3 2024, worth a combined $265M — up 20% from $221M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CSHI positions and 13 closed out — a net gain of 3 holders — while 22 added to existing stakes and 22 trimmed.
The largest buyer was Napa Wealth Management, opening a new position worth an estimated $45.8M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $26.6M.
- 67 institutional investors held NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) as of Q3 2024, up from 64 in Q2 2024.
- Funds reported $265M of NEOS Enhanced Income 1-3 Month T-Bill ETF stock for Q3 2024, up 20% quarter-over-quarter.
- 16 funds opened new NEOS Enhanced Income 1-3 Month T-Bill ETF positions in Q3 2024 and 13 closed out, a net change of +3 holders.
- The largest NEOS Enhanced Income 1-3 Month T-Bill ETF buyer in Q3 2024 was Napa Wealth Management, an estimated $45.8M added.
- The largest NEOS Enhanced Income 1-3 Month T-Bill ETF seller in Q3 2024 was Retirement Planning Group (Kansas), an estimated $26.6M sold.
Based on aggregated 13F filings for Q3 2024.