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Neuberger Berman Option Strategy ETF
NBOS

Overview Fund Activity

29 hedge funds and large institutions have $333M invested in Neuberger Berman Option Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
7
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$13.1M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$218M
3
HWM
3
HB Wealth Management
Georgia
$2.94M
4
OMC
4
Old Mission Capital
Illinois
$938K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$347K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$317K
2
CSPAM
2
Cary Street Partners Asset Management
Virginia
$29M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$11.5M
4
OPAM
4
Ocean Park Asset Management
California
$0
5
UAG
5
United Advisor Group
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$16.5K 628 +612 +3,825%
NFSG
27
Newbridge Financial Services Group
Florida
$14.7K 560 +560 New
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$1.5K 57 – –
Fidelity Investments
29
Fidelity Investments
Massachusetts
$842 32 – –
OPAM
30
Ocean Park Asset Management
California
– – -150,792 Closed
UAG
31
United Advisor Group
Ohio
– – -21,392 Closed
Ameriprise
32
Ameriprise
Minnesota
– – -18,699 Closed
CFGS
33
Concourse Financial Group Securities
Alabama
– – – –
1
2