NEOS Enhanced Income 20+ Year Treasury Bond ETF
TLTI
3 hedge funds and large institutions have $1.3M invested in NEOS Enhanced Income 20+ Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 2 closing their positions.
4% more capital invested
Capital invested by funds: $1.25M → $1.3M (+$53.5K)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
8.53% less ownership
Funds ownership: 43.38% → 34.86% (-8.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Prosperity Wealth Management
San Ramon,
California
|
+$700K |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$146K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$56.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$850K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$48 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWM
1
Prosperity Wealth Management
San Ramon,
California
| $709K | +$700K | +15,147 | New |
|
|
SWA
2
Stratos Wealth Advisors
Beachwood,
Ohio
| $539K | +$146K | +3,163 | +38% |
|
|
3
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $57K | +$56.4K | +1,221 | New |
|
|
4
Jane Street
New York
| – | -$850K | -17,674 | Closed |
|
|
5
Fidelity Investments
Boston,
Massachusetts
| – | -$48 | -1 | Closed |
|
TLTI Hedge Fund Activity: Q2 2025 in Review
3 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income 20+ Year Treasury Bond ETF (TLTI) for Q2 2025, worth a combined $1.3M — up 4.3% from $1.25M a quarter earlier.
Fund positioning in TLTI was balanced in Q2 2025: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Prosperity Wealth Management, opening a new position worth an estimated $700K. The largest seller was Jane Street, exiting entirely with an estimated $850K sold.
- 3 institutional investors held NEOS Enhanced Income 20+ Year Treasury Bond ETF (TLTI) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $1.3M of NEOS Enhanced Income 20+ Year Treasury Bond ETF stock for Q2 2025, up 4.3% quarter-over-quarter.
- 2 funds opened new NEOS Enhanced Income 20+ Year Treasury Bond ETF positions in Q2 2025 and 2 closed out, a net change of 0 holders.
- The largest NEOS Enhanced Income 20+ Year Treasury Bond ETF buyer in Q2 2025 was Prosperity Wealth Management, an estimated $700K added.
- The largest NEOS Enhanced Income 20+ Year Treasury Bond ETF seller in Q2 2025 was Jane Street, an estimated $850K sold.
Based on aggregated 13F filings for Q2 2025.