NEOS Enhanced Income Aggregate Bond ETF
BNDI
12 hedge funds and large institutions have $32.9M invested in NEOS Enhanced Income Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.
512% more capital invested
Capital invested by funds: $5.38M → $32.9M (+$27.6M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
33.76% more ownership
Funds ownership: 47.74% → 81.5% (+34%)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
9% more funds holding
Funds holding: 11 → 12 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$25.4M |
| 2 |
NWM
Napa Wealth Management
Napa,
California
|
+$2.07M |
| 3 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$1.28M |
| 4 |
AFG
Atomi Financial Group
New York
|
+$9.97K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$8.33K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.2M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$342K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$95.8K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$50K |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$17.7K |
BNDI Hedge Fund Activity: Q3 2024 in Review
12 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income Aggregate Bond ETF (BNDI) for Q3 2024, worth a combined $32.9M — up 512% from $5.38M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BNDI positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $25.4M. The largest seller was Jane Street, cutting an estimated $1.2M.
- 12 institutional investors held NEOS Enhanced Income Aggregate Bond ETF (BNDI) as of Q3 2024, up from 11 in Q2 2024.
- Funds reported $32.9M of NEOS Enhanced Income Aggregate Bond ETF stock for Q3 2024, up 512% quarter-over-quarter.
- 3 funds opened new NEOS Enhanced Income Aggregate Bond ETF positions in Q3 2024 and 2 closed out, a net change of +1 holder.
- The largest NEOS Enhanced Income Aggregate Bond ETF buyer in Q3 2024 was Retirement Planning Group (Kansas), an estimated $25.4M added.
- The largest NEOS Enhanced Income Aggregate Bond ETF seller in Q3 2024 was Jane Street, an estimated $1.2M sold.
Based on aggregated 13F filings for Q3 2024.