We are live on ! Find out more
CSHI icon

NEOS Enhanced Income 1-3 Month T-Bill ETF

91 hedge funds and large institutions have $266M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 31

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more capital invested

Capital invested by funds: $238M → $266M (+$28.2M)

3% less funds holding

Funds holding: 9491 (-3)

3.37% less ownership

Funds ownership: 45.03%41.66% (-3.4%)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
1.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
11
Increased
42
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPSA
1
Richard P. Slaughter Associates
Texas
$33.9M +$4.05M +81,308 +14%
GI
2
Gradient Investments
Minnesota
$23M +$1.63M +32,837 +8%
AWM
3
Atticus Wealth Management
Florida
$18.8M +$2.1M +42,098 +13%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$18.5M +$5.02M +100,932 +37%
LPL Financial
5
LPL Financial
California
$16M -$4.68M -93,964 -23%
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$11.8M -$222K -4,465 -2%
G
7
Gainplan
Michigan
$8.94M +$151K +3,030 +2%
GFG
8
Grantvest Financial Group
New Jersey
$8.43M +$360K +7,234 +4%
SWP
9
Stratos Wealth Partners
Ohio
$7.94M +$155K +3,121 +2%
AFG
10
Atomi Financial Group
New York
$7.93M +$841K +16,895 +12%
IWC
11
Integrated Wealth Concepts
Massachusetts
$7.14M -$297K -5,973 -4%
SF
12
Summit Financial
New Jersey
$6.96M +$6.97M +139,916 New
MML Investors Services
13
MML Investors Services
Massachusetts
$5.83M -$1.43M -28,795 -20%
AWM
14
Able Wealth Management
New Jersey
$5.68M +$4.8M +96,494 +545%
MS
15
Madden Securities
Texas
$5.59M +$4.31M +86,500 +334%
PWS
16
Precision Wealth Strategies
Missouri
$5.28M -$446K -8,953 -8%
AAP
17
Arax Advisory Partners
Colorado
$4.79M +$4.79M +96,307 New
FA
18
FSA Advisors
Michigan
$4.41M +$924K +18,551 +26%
NA
19
NewEdge Advisors
Louisiana
$3.58M +$925K +18,588 +35%
Stifel Financial
20
Stifel Financial
Missouri
$3.57M +$157K +3,155 +5%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$3.45M +$516K +10,372 +18%
BFWM
22
Bright Futures Wealth Management
New York
$3.37M +$3.38M +67,852 New
GVCM
23
Global View Capital Management
Wisconsin
$3.22M +$1.5M +30,148 +87%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$2.82M -$261K -5,236 -8%
GIA
25
Gladstone Institutional Advisory
Florida
$2.39M -$607K -12,192 -20%