NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
84 hedge funds and large institutions have $237M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 16 closing their positions.
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
6% more funds holding
Funds holding: 79 → 84 (+5)
9.6% less ownership
Funds ownership: 54.59% → 45% (-9.6%)
11% less capital invested
Capital invested by funds: $265M → $237M (-$28.4M)
19% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.48M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$5.9M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$5.42M |
| 4 |
GFG
Grantvest Financial Group
Matawan,
New Jersey
|
+$3.39M |
| 5 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$2.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
-$19.5M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$18.1M |
| 3 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
-$7.52M |
| 4 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$6.8M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$4.82M |
CSHI Hedge Fund Activity: Q1 2025 in Review
84 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) for Q1 2025, worth a combined $237M — down 11% from $265M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CSHI positions and 16 closed out — a net gain of 7 holders — while 25 added to existing stakes and 31 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.48M. The largest seller was Napa Wealth Management, cutting an estimated $19.5M.
- 84 institutional investors held NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) as of Q1 2025, up from 79 in Q4 2024.
- Funds reported $237M of NEOS Enhanced Income 1-3 Month T-Bill ETF stock for Q1 2025, down 11% quarter-over-quarter.
- 23 funds opened new NEOS Enhanced Income 1-3 Month T-Bill ETF positions in Q1 2025 and 16 closed out, a net change of +7 holders.
- The largest NEOS Enhanced Income 1-3 Month T-Bill ETF buyer in Q1 2025 was LPL Financial, an estimated $7.48M added.
- The largest NEOS Enhanced Income 1-3 Month T-Bill ETF seller in Q1 2025 was Napa Wealth Management, an estimated $19.5M sold.
Based on aggregated 13F filings for Q1 2025.