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NEOS Enhanced Income 1-3 Month T-Bill ETF

94 hedge funds and large institutions have $238M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

12% more funds holding

Funds holding: 8494 (+10)

1% more capital invested

Capital invested by funds: $237M → $238M (+$1.28M)

0.03% more ownership

Funds ownership: 45%45.03% (+0.03%)

28% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 40

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
1.24%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
19
Increased
29
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPSA
1
Richard P. Slaughter Associates
Texas
$29.8M +$633K +12,755 +2%
GI
2
Gradient Investments
Minnesota
$21.4M -$145K -2,924 -0.7%
LPL Financial
3
LPL Financial
California
$20.6M +$4.73M +95,259 +30%
AWM
4
Atticus Wealth Management
Florida
$16.7M -$1.96M -39,375 -10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.5M +$13.3M +267,077 +6,165%
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$12.1M -$1.24M -25,066 -9%
G
7
Gainplan
Michigan
$8.79M +$605K +12,190 +7%
GFG
8
Grantvest Financial Group
New Jersey
$8.07M +$1.28M +25,699 +19%
SWP
9
Stratos Wealth Partners
Ohio
$7.79M +$1.89M +38,151 +32%
IWC
10
Integrated Wealth Concepts
Massachusetts
$7.44M +$377K +7,601 +5%
MML Investors Services
11
MML Investors Services
Massachusetts
$7.26M -$1.4M -28,091 -16%
AFG
12
Atomi Financial Group
New York
$7.09M +$1.43M +28,775 +25%
CIAS
13
Capital Investment Advisory Services
North Carolina
$5.86M +$634K +12,766 +12%
PWS
14
Precision Wealth Strategies
Missouri
$5.73M +$568K +11,428 +11%
FA
15
FSA Advisors
Michigan
$3.49M +$2.7M +54,341 +343%
Stifel Financial
16
Stifel Financial
Missouri
$3.42M -$121K -2,428 -3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$3.08M -$946K -19,055 -24%
GIA
18
Gladstone Institutional Advisory
Florida
$2.99M +$159K +3,210 +6%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$2.93M +$2.66M +53,635 +1,004%
NA
20
NewEdge Advisors
Louisiana
$2.66M -$63.8K -1,285 -2%
MA
21
Mutual Advisors
Nebraska
$2.52M +$711K +14,321 +39%
SXL
22
Summit X LLC
Missouri
$2.38M +$2.37M +47,766 New
IA
23
Inspire Advisors
Idaho
$2.1M +$358K +7,210 +21%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.97M +$164K +3,301 +9%
WWM
25
WT Wealth Management
Arizona
$1.96M -$447K -8,997 -19%

CSHI Hedge Fund Activity: Q2 2025 in Review

94 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) for Q2 2025, worth a combined $238M — up 0.54% from $237M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CSHI positions and 8 closed out — a net gain of 11 holders — while 29 added to existing stakes and 40 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $13.3M. The largest seller was Osaic Holdings, cutting an estimated $10.8M.

  • 94 institutional investors held NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) as of Q2 2025, up from 84 in Q1 2025.
  • Funds reported $238M of NEOS Enhanced Income 1-3 Month T-Bill ETF stock for Q2 2025, up 0.54% quarter-over-quarter.
  • 19 funds opened new NEOS Enhanced Income 1-3 Month T-Bill ETF positions in Q2 2025 and 8 closed out, a net change of +11 holders.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF buyer in Q2 2025 was Commonwealth Equity Services, an estimated $13.3M added.
  • The largest NEOS Enhanced Income 1-3 Month T-Bill ETF seller in Q2 2025 was Osaic Holdings, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2025.