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NEOS Enhanced Income 1-3 Month T-Bill ETF

93 hedge funds and large institutions have $237M 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, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

26% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 39

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
93
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
$29.8M
GI
2
Gradient Investments
Minnesota
$21.4M
LPL Financial
3
LPL Financial
California
$20.6M
AWM
4
Atticus Wealth Management
Florida
$16.7M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.5M
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$12.1M
G
7
Gainplan
Michigan
$8.79M
GFG
8
Grantvest Financial Group
New Jersey
$8.07M
SWP
9
Stratos Wealth Partners
Ohio
$7.79M
IWC
10
Integrated Wealth Concepts
Massachusetts
$7.44M
MML Investors Services
11
MML Investors Services
Massachusetts
$7.26M
AFG
12
Atomi Financial Group
New York
$7.09M
CIAS
13
Capital Investment Advisory Services
North Carolina
$5.86M
PWS
14
Precision Wealth Strategies
Missouri
$5.73M
FA
15
FSA Advisors
Michigan
$3.49M
Stifel Financial
16
Stifel Financial
Missouri
$3.42M
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$3.08M
GIA
18
Gladstone Institutional Advisory
Florida
$2.99M
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$2.93M
NA
20
NewEdge Advisors
Louisiana
$2.66M
MA
21
Mutual Advisors
Nebraska
$2.52M
SXL
22
Summit X LLC
Missouri
$2.38M
IA
23
Inspire Advisors
Idaho
$2.1M
HighTower Advisors
24
HighTower Advisors
Illinois
$1.97M
WWM
25
WT Wealth Management
Arizona
$1.96M