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NEOS Enhanced Income Aggregate Bond ETF

22 hedge funds and large institutions have $82.5M invested in NEOS Enhanced Income Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+6
Holders Change %
+37.5%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
10
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$69.4M +$4.53M +95,679 +7%
CFG
2
Carter Financial Group
Illinois
$4.13M +$4.13M +87,319 New
LPL Financial
3
LPL Financial
California
$2.09M +$1.24M +26,153 +146%
CFA
4
Camarda Financial Advisors
Florida
$1.45M +$126K +2,668 +10%
Jane Street
5
Jane Street
New York
$1.01M +$796K +16,807 +372%
CA
6
Clearstead Advisors
Ohio
$982K +$18.7K +396 +2%
HighTower Advisors
7
HighTower Advisors
Illinois
$789K +$25.1K +531 +3%
AFG
8
Atomi Financial Group
New York
$631K +$78.3K +1,655 +14%
OMC
9
Old Mission Capital
Illinois
$525K +$525K +11,086 New
BFG
10
Berger Financial Group
Minnesota
$438K +$70K +1,480 +19%
BCM
11
Brookstone Capital Management
Illinois
$334K +$21.2K +448 +7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$260K +$260K +5,500 New
UBS Group
13
UBS Group
Switzerland
$107K -$24K -506 -18%
GRP
14
Global Retirement Partners
California
$78.8K +$78.8K +1,664 New
Osaic Holdings
15
Osaic Holdings
Arizona
$72.4K
CAL
16
Capital Analysts LLC
Pennsylvania
$61K +$61K +1,295 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$56K +$56K +1,191 New
CA
18
CoreCap Advisors
Michigan
$20.1K +$473 +10 +2%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$6.11K +$6.11K +130 New
PA
20
Parallel Advisors
California
$3.5K +$3.5K +74 New
DFA
21
DHJJ Financial Advisors
Illinois
$2.6K
Raymond James Financial
22
Raymond James Financial
Florida
$2.23K +$2.23K +47 New
NWM
23
Napa Wealth Management
California
-$657K -13,945 Closed
Morgan Stanley
24
Morgan Stanley
New York
-$62 -1 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-$47 -1 Closed