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NEOS Enhanced Income Aggregate Bond ETF

30 hedge funds and large institutions have $121M invested in NEOS Enhanced Income Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

16% more capital invested

Capital invested by funds: $104M → $121M (+$16.7M)

3% more funds holding

Funds holding: 2930 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.2% less ownership

Funds ownership: 80.64%73.44% (-7.2%)

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
17
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$95M +$12.3M +259,779 +15%
LPL Financial
2
LPL Financial
California
$6.7M +$850K +17,893 +14%
CFG
3
Carter Financial Group
Illinois
$4.72M +$171K +3,602 +4%
PIWA
4
Prevail Innovative Wealth Advisors
Kansas
$2M +$2.01M +42,304 New
CFA
5
Camarda Financial Advisors
Florida
$1.4M +$5.37K +113 +0.4%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.39M +$1.39M +29,361 New
AFG
7
Atomi Financial Group
New York
$1.17M -$40.8K -860 -3%
Jane Street
8
Jane Street
New York
$953K +$76.2K +1,605 +9%
SAW
9
Signal Advisors Wealth
Michigan
$911K +$128K +2,690 +16%
HighTower Advisors
10
HighTower Advisors
Illinois
$900K +$38K +801 +4%
CA
11
Clearstead Advisors
Ohio
$826K +$46.9K +987 +6%
CBA
12
Coastal Bridge Advisors
Connecticut
$661K -$21.5K -452 -3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$644K +$197K +4,157 +44%
NA
14
NewEdge Advisors
Louisiana
$568K +$571K +12,024 New
BFG
15
Berger Financial Group
Minnesota
$559K +$62.3K +1,312 +12%
MS
16
Madden Securities
Texas
$436K +$64.1K +1,350 +17%
FA
17
FSA Advisors
Michigan
$375K +$378K +7,948 New
Goldman Sachs
18
Goldman Sachs
New York
$311K +$313K +6,597 New
Citadel Advisors
19
Citadel Advisors
Florida
$256K +$257K +5,421 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$255K +$760 +16 +0.3%
NWA
21
Navis Wealth Advisors
New York
$242K +$13.3K +281 +6%
PTC
22
Private Trust Company
Ohio
$203K
CAL
23
Capital Analysts LLC
Pennsylvania
$61K +$665 +14 +1%
FFA
24
Farther Finance Advisors
California
$60.5K +$60.9K +1,282 New
Osaic Holdings
25
Osaic Holdings
Arizona
$31.9K +$7.36K +155 +30%

BNDI Hedge Fund Activity: Q1 2026 in Review

30 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in NEOS Enhanced Income Aggregate Bond ETF (BNDI) for Q1 2026, worth a combined $121M — up 16% from $104M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BNDI positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 4 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $12.3M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $453K sold.

  • 30 institutional investors held NEOS Enhanced Income Aggregate Bond ETF (BNDI) as of Q1 2026, up from 29 in Q4 2025.
  • Funds reported $121M of NEOS Enhanced Income Aggregate Bond ETF stock for Q1 2026, up 16% quarter-over-quarter.
  • 7 funds opened new NEOS Enhanced Income Aggregate Bond ETF positions in Q1 2026 and 4 closed out, a net change of +3 holders.
  • The largest NEOS Enhanced Income Aggregate Bond ETF buyer in Q1 2026 was Retirement Planning Group (Kansas), an estimated $12.3M added.
  • The largest NEOS Enhanced Income Aggregate Bond ETF seller in Q1 2026 was Signature Estate & Investment Advisors, an estimated $453K sold.

Based on aggregated 13F filings for Q1 2026.