NEOS Enhanced Income 20+ Year Treasury Bond ETF
TLTI
3 hedge funds and large institutions have $1.26M invested in NEOS Enhanced Income 20+ Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
3% less capital invested
Capital invested by funds: $1.3M → $1.26M (-$43.2K)
8.03% less ownership
Funds ownership: 34.86% → 26.82% (-8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Prosperity Wealth Management
San Ramon,
California
|
+$483K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$787 |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$694 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$539K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWM
1
Prosperity Wealth Management
San Ramon,
California
| $1.2M | +$483K | +10,424 | +69% |
|
|
2
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $58K | +$787 | +17 | +1% |
|
|
CA
3
CoreCap Advisors
Southfield,
Michigan
| $706 | +$694 | +15 | New |
|
|
SWA
4
Stratos Wealth Advisors
Beachwood,
Ohio
| – | -$539K | -11,517 | Closed |
|
TLTI Hedge Fund Activity: Q3 2025 in Review
3 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income 20+ Year Treasury Bond ETF (TLTI) for Q3 2025, worth a combined $1.26M — down 3.3% from $1.3M a quarter earlier.
Fund positioning in TLTI was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.
The largest buyer was Prosperity Wealth Management, adding an estimated $483K. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $539K sold.
- 3 institutional investors held NEOS Enhanced Income 20+ Year Treasury Bond ETF (TLTI) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $1.26M of NEOS Enhanced Income 20+ Year Treasury Bond ETF stock for Q3 2025, down 3.3% quarter-over-quarter.
- 1 fund opened new NEOS Enhanced Income 20+ Year Treasury Bond ETF positions in Q3 2025 and 1 closed out, a net change of 0 holders.
- The largest NEOS Enhanced Income 20+ Year Treasury Bond ETF buyer in Q3 2025 was Prosperity Wealth Management, an estimated $483K added.
- The largest NEOS Enhanced Income 20+ Year Treasury Bond ETF seller in Q3 2025 was Stratos Wealth Advisors, an estimated $539K sold.
Based on aggregated 13F filings for Q3 2025.