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NEOS Enhanced Income Aggregate Bond ETF
BNDI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
–
Holders Change %
0%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$24.1M
2
HighTower Advisors
HighTower Advisors
Illinois
+$642K
3
Jane Street
Jane Street
New York
+$580K
4
AFG
Atomi Financial Group
New York
+$64.8K
5
GRP
Global Retirement Partners
California
+$18.5K

Top Sellers

1
CFA
Camarda Financial Advisors
Florida
-$2.05M
2
NWM
Napa Wealth Management
California
-$597K
3
MSAM
Moloney Securities Asset Management
Missouri
-$301K
4
Citadel Advisors
Citadel Advisors
Florida
-$231K
5
Osaic Holdings
Osaic Holdings
Arizona
-$38.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$48.7M +$24.1M +516,845 +98%
NWM
2
Napa Wealth Management
California
$1.41M -$597K -12,790 -30%
CFA
3
Camarda Financial Advisors
Florida
$1.23M -$2.05M -43,948 -63%
Jane Street
4
Jane Street
New York
$837K +$580K +12,429 +225%
AFG
5
Atomi Financial Group
New York
$804K +$64.8K +1,389 +9%
HighTower Advisors
6
HighTower Advisors
Illinois
$642K +$642K +13,768 New
Osaic Holdings
7
Osaic Holdings
Arizona
$72.4K -$38.7K -829 -35%
GRP
8
Global Retirement Partners
California
$65.6K +$18.5K +396 +39%
AWM
9
AE Wealth Management
Kansas
$9.05K +$9.05K +194 New
DFA
10
DHJJ Financial Advisors
Illinois
$2.57K – – –
Morgan Stanley
11
Morgan Stanley
New York
$69 – – –
AWM
12
Atticus Wealth Management
Florida
$47 – – –
MSAM
13
Moloney Securities Asset Management
Missouri
– -$301K -6,175 Closed
Citadel Advisors
14
Citadel Advisors
Florida
– -$231K -4,745 Closed