NEOS Enhanced Income Aggregate Bond ETF
BNDI
30 hedge funds and large institutions have $121M invested in NEOS Enhanced Income Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 4 closing their positions.
325% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 4
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
16% more capital invested
Capital invested by funds: $104M → $121M (+$16.7M)
3% more funds holding
Funds holding: 29 → 30 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.2% less ownership
Funds ownership: 80.64% → 73.44% (-7.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$12.3M |
| 2 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$2.01M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.39M |
| 4 |
LPL Financial
San Diego,
California
|
+$850K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$571K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$453K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$429K |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
-$222K |
| 4 |
AFG
Atomi Financial Group
New York
|
-$40.8K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$39.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
26
CoreCap Advisors
Southfield,
Michigan
| $14.7K | +$1.47K | +31 | +11% |
|
|
DFA
27
DHJJ Financial Advisors
Naperville,
Illinois
| $2.6K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $661 | -$17.4K | -366 | -96% |
|
29
Morgan Stanley
New York
| $99 | +$47 | +1 | +100% |
|
|
30
Wells Fargo
San Francisco,
California
| $37 | -$39.2K | -826 | -100% |
|
|
SEIA
31
Signature Estate & Investment Advisors
Los Angeles,
California
| – | -$453K | -9,529 | Closed |
|
|
BCI
32
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$429K | -9,021 | Closed |
|
|
IFG
33
Independent Financial Group
San Diego,
California
| – | -$222K | -4,677 | Closed |
|
|
KAS
34
Kestra Advisory Services
Austin,
Texas
| – | -$25K | -526 | Closed |
|
BNDI Hedge Fund Activity: Q1 2026 in Review
30 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income Aggregate Bond ETF (BNDI) for Q1 2026, worth a combined $121M — up 16% from $104M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BNDI positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 4 trimmed.
The largest buyer was Retirement Planning Group (Kansas), adding an estimated $12.3M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $453K sold.
- 30 institutional investors held NEOS Enhanced Income Aggregate Bond ETF (BNDI) as of Q1 2026, up from 29 in Q4 2025.
- Funds reported $121M of NEOS Enhanced Income Aggregate Bond ETF stock for Q1 2026, up 16% quarter-over-quarter.
- 7 funds opened new NEOS Enhanced Income Aggregate Bond ETF positions in Q1 2026 and 4 closed out, a net change of +3 holders.
- The largest NEOS Enhanced Income Aggregate Bond ETF buyer in Q1 2026 was Retirement Planning Group (Kansas), an estimated $12.3M added.
- The largest NEOS Enhanced Income Aggregate Bond ETF seller in Q1 2026 was Signature Estate & Investment Advisors, an estimated $453K sold.
Based on aggregated 13F filings for Q1 2026.