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NEOS Enhanced Income 1-3 Month T-Bill ETF

107 hedge funds and large institutions have $335M invested in NEOS Enhanced Income 1-3 Month T-Bill ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

57% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 30

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

26% more capital invested

Capital invested by funds: $266M → $335M (+$69M)

18% more funds holding

Funds holding: 91107 (+16)

0.79% more ownership

Funds ownership: 41.66%42.45% (+0.79%)

Holders
107
Holders Change
+16
Holders Change %
+17.58%
% of All Funds
1.3%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
24
Increased
47
Reduced
30
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPSA
1
Richard P. Slaughter Associates
Texas
$34.2M +$276K +5,545 +0.8%
GI
2
Gradient Investments
Minnesota
$23.9M +$947K +19,020 +4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$19M +$529K +10,634 +3%
AWM
4
Atticus Wealth Management
Florida
$18.9M +$127K +2,553 +0.7%
AWA
5
Arkadios Wealth Advisors
Georgia
$17.1M +$17.1M +343,450 New
LPL Financial
6
LPL Financial
California
$16.2M +$199K +4,005 +1%
MS
7
Madden Securities
Texas
$12.7M +$7.15M +143,665 +128%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$12.2M +$349K +7,018 +3%
G
9
Gainplan
Michigan
$9.14M +$197K +3,965 +2%
GFG
10
Grantvest Financial Group
New Jersey
$8.74M +$312K +6,271 +4%
SWP
11
Stratos Wealth Partners
Ohio
$8.1M +$156K +3,144 +2%
AFG
12
Atomi Financial Group
New York
$7.82M -$105K -2,102 -1%
MML Investors Services
13
MML Investors Services
Massachusetts
$7.24M +$1.41M +28,389 +24%
IWC
14
Integrated Wealth Concepts
Massachusetts
$7.07M -$70.3K -1,413 -1%
SF
15
Summit Financial
New Jersey
$6.77M -$187K -3,760 -3%
CIAS
16
Capital Investment Advisory Services
North Carolina
$6.72M +$6.73M +135,215 New
NA
17
NewEdge Advisors
Louisiana
$6.56M +$2.98M +59,829 +83%
AWM
18
Able Wealth Management
New Jersey
$6.43M +$748K +15,037 +13%
PWS
19
Precision Wealth Strategies
Missouri
$6.26M +$974K +19,579 +18%
FA
20
FSA Advisors
Michigan
$5.48M +$1.07M +21,547 +24%
AAP
21
Arax Advisory Partners
Colorado
$5.05M +$290K +5,833 +6%
IWA
22
Independent Wealth Advisors
North Carolina
$4.44M +$4.44M +89,226 New
CA
23
Claro Advisors
Massachusetts
$4.33M +$2.76M +55,427 +176%
GIA
24
Gladstone Institutional Advisory
Florida
$4.28M +$1.89M +37,973 +79%
BFWM
25
Bright Futures Wealth Management
New York
$3.58M +$210K +4,226 +6%