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

67 hedge funds and large institutions have $264M 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.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

20% more capital invested

Capital invested by funds: $221M → $264M (+$43.2M)

8.93% more ownership

Funds ownership: 53.53% → 62.46% (+8.9%)

5% more funds holding

Funds holding: 64 → 67 (+3)

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)

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
0.96%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
16
Increased
22
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NWM
Napa Wealth Management
California
+$45.8M
2
IAIM
International Assets Investment Management
Florida
+$30.7M
3
RPSA
Richard P. Slaughter Associates
Texas
+$21.8M
4
Ameriprise
Ameriprise
Minnesota
+$3.36M
5
GIA
Gladstone Institutional Advisory
Florida
+$3.27M

Top Sellers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
-$26.6M
2
AWM
Atticus Wealth Management
Florida
-$13.8M
3
GLR
Great Lakes Retirement
Ohio
-$7.26M
4
WWM
WT Wealth Management
Arizona
-$6.66M
5
BIP
Blue Investment Partners
California
-$3.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1
Napa Wealth Management
California
$45.7M +$45.8M +918,515 New
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$39.1M -$26.6M -534,334 -41%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$22.2M +$2.53M +50,780 +13%
RPSA
4
Richard P. Slaughter Associates
Texas
$22.2M +$21.8M +437,240 +5,755%
GI
5
Gradient Investments
Minnesota
$20.2M +$314K +6,298 +2%
AWM
6
Atticus Wealth Management
Florida
$19.9M -$13.8M -277,486 -41%
Osaic Holdings
7
Osaic Holdings
Arizona
$14.3M -$872K -17,502 -6%
LPL Financial
8
LPL Financial
California
$6.94M -$3.35M -67,188 -33%
MML Investors Services
9
MML Investors Services
Massachusetts
$5.86M +$1.49M +29,899 +34%
WAM
10
Worth Asset Management
Texas
$4.91M +$2M +40,188 +69%
AFG
11
Atomi Financial Group
New York
$4.63M +$733K +14,699 +19%
GIA
12
Gladstone Institutional Advisory
Florida
$4.62M +$3.27M +65,640 +243%
WWM
13
WT Wealth Management
Arizona
$4.55M -$6.66M -133,555 -59%
PWS
14
Precision Wealth Strategies
Missouri
$3.52M -$354K -7,100 -9%
G
15
Gainplan
Michigan
$3.37M – – –
Ameriprise
16
Ameriprise
Minnesota
$3.36M +$3.36M +67,479 New
CFA
17
Camarda Financial Advisors
Florida
$3.04M +$83.6K +1,677 +3%
Stifel Financial
18
Stifel Financial
Missouri
$2.63M +$296K +5,943 +13%
LA
19
Latitude Advisors
Florida
$2.36M -$293K -5,872 -11%
CIAS
20
Capital Investment Advisory Services
North Carolina
$2.21M +$586K +11,760 +36%
IWC
21
Integrated Wealth Concepts
Massachusetts
$2.12M +$2.12M +42,506 New
CA
22
Cannon Advisors
North Carolina
$1.82M +$1.82M +36,597 New
DAS
23
Dynamic Advisor Solutions
Arizona
$1.63M -$25.8K -518 -2%
MWP
24
Madison Wealth Partners
Wisconsin
$1.59M -$266K -5,337 -14%
Jane Street
25
Jane Street
New York
$1.34M +$995K +19,967 +291%
1
2 3 4

CSHI Hedge Fund Activity: Q3 2024 in Review

67 of the 6,964 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 $264M — 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 $264M 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.