NEOS Enhanced Income Aggregate Bond ETF
BNDI
20 hedge funds and large institutions have $91.1M invested in NEOS Enhanced Income Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 6 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
10% more capital invested
Capital invested by funds: $82.5M → $91.1M (+$8.63M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.31% less ownership
Funds ownership: 88.89% → 86.57% (-2.3%)
9% less funds holding
Funds holding: 22 → 20 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$7.17M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.65M |
| 3 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
+$616K |
| 4 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$498K |
| 5 |
PTC
Private Trust Company
Cleveland,
Ohio
|
+$204K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.01M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$525K |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$334K |
| 4 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$200K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$96K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Raymond James Financial
St Petersburg,
Florida
| – | -$2.23K | -47 | Closed |
|
BNDI Hedge Fund Activity: Q3 2025 in Review
20 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income Aggregate Bond ETF (BNDI) for Q3 2025, worth a combined $91.1M — up 10% from $82.5M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of BNDI and 4 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 10 added.
The largest buyer was Retirement Planning Group (Kansas), adding an estimated $7.17M. The largest seller was Jane Street, exiting entirely with an estimated $1.01M sold.
- 20 institutional investors held NEOS Enhanced Income Aggregate Bond ETF (BNDI) as of Q3 2025, down from 22 in Q2 2025.
- Funds reported $91.1M of NEOS Enhanced Income Aggregate Bond ETF stock for Q3 2025, up 10% quarter-over-quarter.
- 4 funds opened new NEOS Enhanced Income Aggregate Bond ETF positions in Q3 2025 and 6 closed out, a net change of -2 holders.
- The largest NEOS Enhanced Income Aggregate Bond ETF buyer in Q3 2025 was Retirement Planning Group (Kansas), an estimated $7.17M added.
- The largest NEOS Enhanced Income Aggregate Bond ETF seller in Q3 2025 was Jane Street, an estimated $1.01M sold.
Based on aggregated 13F filings for Q3 2025.