NEOS Enhanced Income Aggregate Bond ETF
BNDI
8 hedge funds and large institutions have $2.75M invested in NEOS Enhanced Income Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 5 closing their positions.
44% more capital invested
Capital invested by funds: $1.91M → $2.75M (+$839K)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
5.25% less ownership
Funds ownership: 32.79% → 27.54% (-5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$1.13M |
| 2 |
AFG
Atomi Financial Group
New York
|
+$676K |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$332K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$28.4K |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$507K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$494K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$233K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$63.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$24.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
1
Camarda Financial Advisors
Fleming Island,
Florida
| $1.13M | +$1.13M | +23,795 | New |
|
|
AFG
2
Atomi Financial Group
New York
| $674K | +$676K | +14,202 | New |
|
|
WIA
3
World Investment Advisors
Santa Barbara,
California
| $331K | +$332K | +6,975 | New |
|
4
Citadel Advisors
Miami,
Florida
| $320K | -$6.91K | -145 | -2% |
|
|
MSAM
5
Moloney Securities Asset Management
Manchester,
Missouri
| $243K | – | – | – |
|
|
GRP
6
Global Retirement Partners
San Rafael,
California
| $30.2K | +$28.4K | +596 | +1,490% |
|
|
ACA
7
Aptus Capital Advisors
Fairhope,
Alabama
| $17.9K | +$18K | +377 | New |
|
|
DFA
8
DHJJ Financial Advisors
Naperville,
Illinois
| $475 | +$476 | +10 | New |
|
|
9
Jane Street
New York
| – | -$507K | -10,480 | Closed |
|
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – | -$494K | -10,211 | Closed |
|
|
11
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$233K | -4,811 | Closed |
|
|
12
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$63.9K | -1,316 | Closed |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$24.2K | -500 | Closed |
|
BNDI Hedge Fund Activity: Q1 2024 in Review
8 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income Aggregate Bond ETF (BNDI) for Q1 2024, worth a combined $2.75M — up 44% from $1.91M a quarter earlier.
Fund positioning in BNDI was balanced in Q1 2024: 5 funds opened new positions, 5 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Camarda Financial Advisors, opening a new position worth an estimated $1.13M. The largest seller was Jane Street, exiting entirely with an estimated $507K sold.
- 8 institutional investors held NEOS Enhanced Income Aggregate Bond ETF (BNDI) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $2.75M of NEOS Enhanced Income Aggregate Bond ETF stock for Q1 2024, up 44% quarter-over-quarter.
- 5 funds opened new NEOS Enhanced Income Aggregate Bond ETF positions in Q1 2024 and 5 closed out, a net change of 0 holders.
- The largest NEOS Enhanced Income Aggregate Bond ETF buyer in Q1 2024 was Camarda Financial Advisors, an estimated $1.13M added.
- The largest NEOS Enhanced Income Aggregate Bond ETF seller in Q1 2024 was Jane Street, an estimated $507K sold.
Based on aggregated 13F filings for Q1 2024.