NEOS Enhanced Income Aggregate Bond ETF
BNDI
29 hedge funds and large institutions have $104M invested in NEOS Enhanced Income Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
45% more funds holding
Funds holding: 20 → 29 (+9)
14% more capital invested
Capital invested by funds: $91.1M → $104M (+$12.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.94% less ownership
Funds ownership: 86.57% → 80.64% (-5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$6.44M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.15M |
| 3 |
Jane Street
New York
|
+$889K |
| 4 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$794K |
| 5 |
AFG
Atomi Financial Group
New York
|
+$660K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
-$501K |
| 2 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$83.7K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$7.6K |
| 4 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$2.29K |
| 5 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$908 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
26
CoreCap Advisors
Southfield,
Michigan
| $13.4K | -$7.6K | -159 | -36% |
|
|
TAM
27
Tucker Asset Management
Littleton,
Colorado
| $11.3K | +$11.4K | +238 | New |
|
|
DFA
28
DHJJ Financial Advisors
Naperville,
Illinois
| $2.62K | – | – | – |
|
29
Morgan Stanley
New York
| $53 | +$48 | +1 | New |
|
|
OPOWM
30
One Plus One Wealth Management
Jupiter,
Florida
| – | -$501K | -10,531 | Closed |
|
BNDI Hedge Fund Activity: Q4 2025 in Review
29 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income Aggregate Bond ETF (BNDI) for Q4 2025, worth a combined $104M — up 14% from $91.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BNDI positions and 1 closed out — a net gain of 9 holders — while 12 added to existing stakes and 4 trimmed.
The largest buyer was Retirement Planning Group (Kansas), adding an estimated $6.44M. The largest seller was One Plus One Wealth Management, exiting entirely with an estimated $501K sold.
- 29 institutional investors held NEOS Enhanced Income Aggregate Bond ETF (BNDI) as of Q4 2025, up from 20 in Q3 2025.
- Funds reported $104M of NEOS Enhanced Income Aggregate Bond ETF stock for Q4 2025, up 14% quarter-over-quarter.
- 10 funds opened new NEOS Enhanced Income Aggregate Bond ETF positions in Q4 2025 and 1 closed out, a net change of +9 holders.
- The largest NEOS Enhanced Income Aggregate Bond ETF buyer in Q4 2025 was Retirement Planning Group (Kansas), an estimated $6.44M added.
- The largest NEOS Enhanced Income Aggregate Bond ETF seller in Q4 2025 was One Plus One Wealth Management, an estimated $501K sold.
Based on aggregated 13F filings for Q4 2025.