NEOS Enhanced Income Aggregate Bond ETF
BNDI
11 hedge funds and large institutions have $5.38M invested in NEOS Enhanced Income Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
96% more capital invested
Capital invested by funds: $2.75M → $5.38M (+$2.63M)
38% more funds holding
Funds holding: 8 → 11 (+3)
20.2% more ownership
Funds ownership: 27.54% → 47.74% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.43M |
| 2 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$929K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$337K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$160K |
| 5 |
AFG
Atomi Financial Group
New York
|
+$67.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$331K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
1
Camarda Financial Advisors
Fleming Island,
Florida
| $2.05M | +$929K | +19,840 | +83% |
|
|
2
Jane Street
New York
| $1.43M | +$1.43M | +30,528 | New |
|
|
AFG
3
Atomi Financial Group
New York
| $733K | +$67.1K | +1,434 | +10% |
|
|
4
Bank of Montreal
Toronto,
Ontario, Canada
| $342K | +$337K | +7,200 | New |
|
5
Citadel Advisors
Miami,
Florida
| $316K | – | – | – |
|
|
MSAM
6
Moloney Securities Asset Management
Manchester,
Missouri
| $290K | +$49.6K | +1,060 | +21% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $160K | +$160K | +3,419 | New |
|
|
GRP
8
Global Retirement Partners
San Rafael,
California
| $39.3K | +$9.41K | +201 | +32% |
|
|
ACA
9
Aptus Capital Advisors
Fairhope,
Alabama
| $17.7K | – | – | – |
|
|
DFA
10
DHJJ Financial Advisors
Naperville,
Illinois
| $1.97K | +$1.5K | +32 | +320% |
|
11
Morgan Stanley
New York
| $47 | +$47 | +1 | New |
|
|
WIA
12
World Investment Advisors
Santa Barbara,
California
| – | -$331K | -6,975 | Closed |
|
BNDI Hedge Fund Activity: Q2 2024 in Review
11 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income Aggregate Bond ETF (BNDI) for Q2 2024, worth a combined $5.38M — up 96% from $2.75M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BNDI positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.43M. The largest seller was World Investment Advisors, exiting entirely with an estimated $331K sold.
- 11 institutional investors held NEOS Enhanced Income Aggregate Bond ETF (BNDI) as of Q2 2024, up from 8 in Q1 2024.
- Funds reported $5.38M of NEOS Enhanced Income Aggregate Bond ETF stock for Q2 2024, up 96% quarter-over-quarter.
- 4 funds opened new NEOS Enhanced Income Aggregate Bond ETF positions in Q2 2024 and 1 closed out, a net change of +3 holders.
- The largest NEOS Enhanced Income Aggregate Bond ETF buyer in Q2 2024 was Jane Street, an estimated $1.43M added.
- The largest NEOS Enhanced Income Aggregate Bond ETF seller in Q2 2024 was World Investment Advisors, an estimated $331K sold.
Based on aggregated 13F filings for Q2 2024.