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NEOS Enhanced Income 1-3 Month T-Bill ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 78 (+1)

6% more funds holding

Funds holding: 7984 (+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

Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
1.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
23
Increased
25
Reduced
31
Closed
16
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 -$7.52M -150,879 -20%
GI
2
Gradient Investments
Minnesota
$21.5M -$4.82M -96,672 -18%
AWM
3
Atticus Wealth Management
Florida
$18.6M -$1.21M -24,316 -6%
LPL Financial
4
LPL Financial
California
$15.9M +$7.48M +150,191 +89%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$13.3M -$6.8M -136,508 -34%
Osaic Holdings
6
Osaic Holdings
Arizona
$12.2M -$339K -6,800 -3%
MML Investors Services
7
MML Investors Services
Massachusetts
$8.64M +$334K +6,699 +4%
G
8
Gainplan
Michigan
$8.17M +$2.17M +43,591 +36%
NWM
9
Napa Wealth Management
California
$7.68M -$19.5M -391,020 -72%
IWC
10
Integrated Wealth Concepts
Massachusetts
$7.05M +$745K +14,952 +12%
GFG
11
Grantvest Financial Group
New Jersey
$6.78M +$3.39M +68,035 +99%
SWP
12
Stratos Wealth Partners
Ohio
$5.88M +$5.9M +118,484 New
AFG
13
Atomi Financial Group
New York
$5.65M +$582K +11,694 +11%
OMC
14
Old Mission Capital
Illinois
$5.4M +$5.42M +108,871 New
WAM
15
Worth Asset Management
Texas
$5.33M +$2.8M +56,177 +110%
CIAS
16
Capital Investment Advisory Services
North Carolina
$5.22M +$2.57M +51,571 +96%
PWS
17
Precision Wealth Strategies
Missouri
$5.15M -$211K -4,241 -4%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$4.02M -$18.1M -364,217 -82%
Stifel Financial
19
Stifel Financial
Missouri
$3.53M +$382K +7,660 +12%
CFA
20
Camarda Financial Advisors
Florida
$3.4M -$218K -4,368 -6%
GIA
21
Gladstone Institutional Advisory
Florida
$2.83M -$1.56M -31,296 -35%
NA
22
NewEdge Advisors
Louisiana
$2.72M +$1.68M +33,799 +161%
WWM
23
WT Wealth Management
Arizona
$2.4M -$1.99M -39,870 -45%
GVCM
24
Global View Capital Management
Wisconsin
$1.91M -$532K -10,675 -22%
MA
25
Mutual Advisors
Nebraska
$1.8M +$1.4M +28,103 +339%