NEOS Enhanced Income Aggregate Bond ETF
BNDI
16 hedge funds and large institutions have $70.8M invested in NEOS Enhanced Income Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
33% more funds holding
Funds holding: 12 → 16 (+4)
32% more capital invested
Capital invested by funds: $53.8M → $70.8M (+$17M)
1.08% more ownership
Funds ownership: 84.78% → 85.86% (+1.1%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$15.3M |
| 2 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$955K |
| 3 |
LPL Financial
San Diego,
California
|
+$841K |
| 4 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$364K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$310K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
-$766K |
| 2 |
Jane Street
New York
|
-$630K |
| 3 |
AFG
Atomi Financial Group
New York
|
-$260K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$9.05K |
| 5 |
AWM
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
-$47 |
BNDI Hedge Fund Activity: Q1 2025 in Review
16 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income Aggregate Bond ETF (BNDI) for Q1 2025, worth a combined $70.8M — up 32% from $53.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BNDI positions and 2 closed out — a net gain of 5 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Retirement Planning Group (Kansas), adding an estimated $15.3M. The largest seller was Napa Wealth Management, cutting an estimated $766K.
- 16 institutional investors held NEOS Enhanced Income Aggregate Bond ETF (BNDI) as of Q1 2025, up from 12 in Q4 2024.
- Funds reported $70.8M of NEOS Enhanced Income Aggregate Bond ETF stock for Q1 2025, up 32% quarter-over-quarter.
- 7 funds opened new NEOS Enhanced Income Aggregate Bond ETF positions in Q1 2025 and 2 closed out, a net change of +5 holders.
- The largest NEOS Enhanced Income Aggregate Bond ETF buyer in Q1 2025 was Retirement Planning Group (Kansas), an estimated $15.3M added.
- The largest NEOS Enhanced Income Aggregate Bond ETF seller in Q1 2025 was Napa Wealth Management, an estimated $766K sold.
Based on aggregated 13F filings for Q1 2025.