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

79 hedge funds and large institutions have $265M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

18% more funds holding

Funds holding: 67 → 79 (+12)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

0% more capital invested

Capital invested by funds: $264M → $265M (+$1M)

7.87% less ownership

Funds ownership: 62.46% → 54.59% (-7.9%)

26% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 31

Holders
79
Holders Change
+12
Holders Change %
+17.91%
% of All Funds
1.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
20
Increased
23
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPSA
Richard P. Slaughter Associates
Texas
+$14.6M
2
GI
Gradient Investments
Minnesota
+$6.13M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$4.22M
4
G
Gainplan
Michigan
+$2.66M
5
MML Investors Services
MML Investors Services
Massachusetts
+$2.48M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$30.5M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
-$19M
3
NWM
Napa Wealth Management
California
-$18.6M
4
WAM
Worth Asset Management
Texas
-$2.36M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
RPSA
1
Richard P. Slaughter Associates
Texas
$36.8M +$14.6M +293,293 +66%
NWM
2
Napa Wealth Management
California
$27.2M -$18.6M -372,724 -41%
GI
3
Gradient Investments
Minnesota
$26.4M +$6.13M +122,774 +30%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$22.2M -$65.5K -1,313 -0.3%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$20.1M -$19M -380,755 -49%
AWM
6
Atticus Wealth Management
Florida
$19.9M -$15.2K -304 -0.1%
Osaic Holdings
7
Osaic Holdings
Arizona
$12.6M -$1.69M -33,777 -12%
LPL Financial
8
LPL Financial
California
$8.44M +$1.5M +30,047 +22%
MML Investors Services
9
MML Investors Services
Massachusetts
$8.34M +$2.48M +49,614 +42%
IWC
10
Integrated Wealth Concepts
Massachusetts
$6.33M +$4.22M +84,570 +199%
G
11
Gainplan
Michigan
$6.03M +$2.66M +53,283 +79%
PWS
12
Precision Wealth Strategies
Missouri
$5.38M +$1.86M +37,366 +53%
AFG
13
Atomi Financial Group
New York
$5.08M +$453K +9,074 +10%
GIA
14
Gladstone Institutional Advisory
Florida
$4.4M -$218K -4,367 -5%
WWM
15
WT Wealth Management
Arizona
$4.4M -$142K -2,843 -3%
CFA
16
Camarda Financial Advisors
Florida
$3.63M +$587K +11,773 +19%
GFG
17
Grantvest Financial Group
New Jersey
$3.42M +$3.42M +68,553 New
Stifel Financial
18
Stifel Financial
Missouri
$3.16M +$532K +10,664 +20%
CIAS
19
Capital Investment Advisory Services
North Carolina
$2.67M +$459K +9,200 +21%
WAM
20
Worth Asset Management
Texas
$2.55M -$2.36M -47,330 -48%
GVCM
21
Global View Capital Management
Wisconsin
$2.45M +$2.45M +49,064 New
Ameriprise
22
Ameriprise
Minnesota
$2.09M -$1.28M -25,605 -38%
DAS
23
Dynamic Advisor Solutions
Arizona
$1.63M -$4.89K -98 -0.3%
LA
24
Latitude Advisors
Florida
$1.61M -$744K -14,904 -31%
CA
25
Cannon Advisors
North Carolina
$1.53M -$296K -5,930 -16%
1
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CSHI Hedge Fund Activity: Q4 2024 in Review

79 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) for Q4 2024, worth a combined $265M — up 0.38% from $264M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CSHI positions and 7 closed out — a net gain of 13 holders — while 23 added to existing stakes and 31 trimmed.

The largest buyer was Richard P. Slaughter Associates, adding an estimated $14.6M. The largest seller was International Assets Investment Management, cutting an estimated $30.5M.

  • 79 institutional investors held NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) as of Q4 2024, up from 67 in Q3 2024.
  • Funds reported $265M of NEOS Enhanced Income 1-3 Month T-Bill ETF stock for Q4 2024, up 0.38% quarter-over-quarter.
  • 20 funds opened new NEOS Enhanced Income 1-3 Month T-Bill ETF positions in Q4 2024 and 7 closed out, a net change of +13 holders.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF buyer in Q4 2024 was Richard P. Slaughter Associates, an estimated $14.6M added.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF seller in Q4 2024 was International Assets Investment Management, an estimated $30.5M sold.

Based on aggregated 13F filings for Q4 2024.