NEOS Enhanced Income Aggregate Bond ETF
BNDI
22 hedge funds and large institutions have $82.5M invested in NEOS Enhanced Income Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 3 closing their positions.
900% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
38% more funds holding
Funds holding: 16 → 22 (+6)
17% more capital invested
Capital invested by funds: $70.8M → $82.5M (+$11.7M)
2.58% more ownership
Funds ownership: 85.86% → 88.44% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$4.46M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.22M |
| 3 |
Jane Street
New York
|
+$783K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$517K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$256K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
-$657K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$23.6K |
| 3 |
Morgan Stanley
New York
|
-$62 |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$47 |
BNDI Hedge Fund Activity: Q2 2025 in Review
22 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income Aggregate Bond ETF (BNDI) for Q2 2025, worth a combined $82.5M — up 17% from $70.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BNDI positions and 3 closed out — a net gain of 6 holders — while 10 added to existing stakes and 1 trimmed.
The largest buyer was Retirement Planning Group (Kansas), adding an estimated $4.46M. The largest seller was Napa Wealth Management, exiting entirely with an estimated $657K sold.
- 22 institutional investors held NEOS Enhanced Income Aggregate Bond ETF (BNDI) as of Q2 2025, up from 16 in Q1 2025.
- Funds reported $82.5M of NEOS Enhanced Income Aggregate Bond ETF stock for Q2 2025, up 17% quarter-over-quarter.
- 9 funds opened new NEOS Enhanced Income Aggregate Bond ETF positions in Q2 2025 and 3 closed out, a net change of +6 holders.
- The largest NEOS Enhanced Income Aggregate Bond ETF buyer in Q2 2025 was Retirement Planning Group (Kansas), an estimated $4.46M added.
- The largest NEOS Enhanced Income Aggregate Bond ETF seller in Q2 2025 was Napa Wealth Management, an estimated $657K sold.
Based on aggregated 13F filings for Q2 2025.