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NEOS Enhanced Income 1-3 Month T-Bill ETF

83 hedge funds and large institutions have $236M 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, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

11% less capital invested

Capital invested by funds: $264M → $236M (-$28.3M)

17% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 30

Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPSA
1
Richard P. Slaughter Associates
Texas
$29.1M
GI
2
Gradient Investments
Minnesota
$21.5M
AWM
3
Atticus Wealth Management
Florida
$18.6M
LPL Financial
4
LPL Financial
California
$15.9M
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$13.3M
Osaic Holdings
6
Osaic Holdings
Arizona
$12.2M
MML Investors Services
7
MML Investors Services
Massachusetts
$8.64M
G
8
Gainplan
Michigan
$8.17M
NWM
9
Napa Wealth Management
California
$7.68M
IWC
10
Integrated Wealth Concepts
Massachusetts
$7.05M
GFG
11
Grantvest Financial Group
New Jersey
$6.78M
SWP
12
Stratos Wealth Partners
Ohio
$5.88M
AFG
13
Atomi Financial Group
New York
$5.65M
OMC
14
Old Mission Capital
Illinois
$5.4M
WAM
15
Worth Asset Management
Texas
$5.33M
CIAS
16
Capital Investment Advisory Services
North Carolina
$5.22M
PWS
17
Precision Wealth Strategies
Missouri
$5.15M
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$4.02M
Stifel Financial
19
Stifel Financial
Missouri
$3.53M
CFA
20
Camarda Financial Advisors
Florida
$3.4M
GIA
21
Gladstone Institutional Advisory
Florida
$2.83M
NA
22
NewEdge Advisors
Louisiana
$2.72M
WWM
23
WT Wealth Management
Arizona
$2.4M
GVCM
24
Global View Capital Management
Wisconsin
$1.91M
MA
25
Mutual Advisors
Nebraska
$1.8M