NEOS Enhanced Income Aggregate Bond ETF
BNDI
12 hedge funds and large institutions have $53.8M invested in NEOS Enhanced Income Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.
63% more capital invested
Capital invested by funds: $32.9M → $53.8M (+$20.9M)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
3.28% more ownership
Funds ownership: 81.5% → 84.78% (+3.3%)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$24.5M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$654K |
| 3 |
Jane Street
New York
|
+$590K |
| 4 |
AFG
Atomi Financial Group
New York
|
+$66K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$18.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$2.09M |
| 2 |
NWM
Napa Wealth Management
Napa,
California
|
-$607K |
| 3 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
-$301K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$231K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$39.4K |
BNDI Hedge Fund Activity: Q4 2024 in Review
12 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income Aggregate Bond ETF (BNDI) for Q4 2024, worth a combined $53.8M — up 63% from $32.9M a quarter earlier.
Fund positioning in BNDI was balanced in Q4 2024: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 3 trimmed.
The largest buyer was Retirement Planning Group (Kansas), adding an estimated $24.5M. The largest seller was Camarda Financial Advisors, cutting an estimated $2.09M.
- 12 institutional investors held NEOS Enhanced Income Aggregate Bond ETF (BNDI) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $53.8M of NEOS Enhanced Income Aggregate Bond ETF stock for Q4 2024, up 63% quarter-over-quarter.
- 2 funds opened new NEOS Enhanced Income Aggregate Bond ETF positions in Q4 2024 and 2 closed out, a net change of 0 holders.
- The largest NEOS Enhanced Income Aggregate Bond ETF buyer in Q4 2024 was Retirement Planning Group (Kansas), an estimated $24.5M added.
- The largest NEOS Enhanced Income Aggregate Bond ETF seller in Q4 2024 was Camarda Financial Advisors, an estimated $2.09M sold.
Based on aggregated 13F filings for Q4 2024.