Neuberger Option Strategy ETF
NBOS
29 hedge funds and large institutions have $333M invested in Neuberger 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.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
12% more funds holding
Funds holding: 26 → 29 (+3)
0.58% more ownership
Funds ownership: 73.54% → 74.12% (+0.58%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $342M → $333M (-$8.87M)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$12.9M |
| 2 |
Neuberger Berman Group
New York
|
+$4.32M |
| 3 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$2.89M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$506K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$337K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.2M |
| 2 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
-$8.15M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$4.9M |
| 4 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$3.93M |
| 5 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
-$557K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $16.5K | +$15.9K | +612 | +3,825% |
|
|
NFSG
27
Newbridge Financial Services Group
Boca Raton,
Florida
| $14.7K | +$14.5K | +560 | New |
|
28
CIBC Private Wealth Group
Atlanta,
Georgia
| $1.5K | – | – | – |
|
29
Fidelity Investments
Boston,
Massachusetts
| $842 | – | – | – |
|
|
OPAM
30
Ocean Park Asset Management
Santa Monica,
California
| – | -$3.93M | -150,792 | Closed |
|
|
UAG
31
United Advisor Group
Cincinnati,
Ohio
| – | -$557K | -21,392 | Closed |
|
32
Ameriprise
Minneapolis,
Minnesota
| – | -$487K | -18,699 | Closed |
|
NBOS Hedge Fund Activity: Q2 2024 in Review
29 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Neuberger Option Strategy ETF (NBOS) for Q2 2024, worth a combined $333M — down 2.6% from $342M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NBOS positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 9 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $12.9M. The largest seller was Envestnet Asset Management, cutting an estimated $15.2M.
- 29 institutional investors held Neuberger Option Strategy ETF (NBOS) as of Q2 2024, up from 26 in Q1 2024.
- Funds reported $333M of Neuberger Option Strategy ETF stock for Q2 2024, down 2.6% quarter-over-quarter.
- 6 funds opened new Neuberger Option Strategy ETF positions in Q2 2024 and 3 closed out, a net change of +3 holders.
- The largest Neuberger Option Strategy ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $12.9M added.
- The largest Neuberger Option Strategy ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $15.2M sold.
Based on aggregated 13F filings for Q2 2024.