Neuberger Option Strategy ETF
NBOS
32 hedge funds and large institutions have $333M invested in Neuberger Option Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
10% more funds holding
Funds holding: 29 → 32 (+3)
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
0.38% more ownership
Funds ownership: 74.12% → 74.5% (+0.38%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% less capital invested
Capital invested by funds: $333M → $333M (-$122K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.96M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$909K |
| 3 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
+$764K |
| 4 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$547K |
| 5 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
+$434K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$4.06M |
| 2 |
AssetMark Inc
Concord,
California
|
-$1.39M |
| 3 |
Neuberger Berman Group
New York
|
-$1.06M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$439K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$338K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Allworth Financial
Folsom,
California
| $94.7K | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $27.9K | -$18.8K | -725 | -41% |
|
28
CIBC Private Wealth Group
Atlanta,
Georgia
| $19.9K | +$18.1K | +697 | +1,223% |
|
|
NS
29
NBC Securities
Birmingham,
Alabama
| $15K | +$15.1K | +580 | New |
|
|
NFSG
30
Newbridge Financial Services Group
Boca Raton,
Florida
| $14.8K | – | – | – |
|
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | -$338K | -13,026 | -99% |
|
32
Fidelity Investments
Boston,
Massachusetts
| $843 | – | – | – |
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$267K | -10,162 | Closed |
|
34
Bank of America
Charlotte,
North Carolina
| – | -$16.5K | -628 | Closed |
|
NBOS Hedge Fund Activity: Q3 2024 in Review
32 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Neuberger Option Strategy ETF (NBOS) for Q3 2024, worth a combined $333M — down 0.04% from $333M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NBOS positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was UBS Group, adding an estimated $2.96M. The largest seller was JP Morgan Chase, cutting an estimated $4.06M.
- 32 institutional investors held Neuberger Option Strategy ETF (NBOS) as of Q3 2024, up from 29 in Q2 2024.
- Funds reported $333M of Neuberger Option Strategy ETF stock for Q3 2024, down 0.04% quarter-over-quarter.
- 5 funds opened new Neuberger Option Strategy ETF positions in Q3 2024 and 2 closed out, a net change of +3 holders.
- The largest Neuberger Option Strategy ETF buyer in Q3 2024 was UBS Group, an estimated $2.96M added.
- The largest Neuberger Option Strategy ETF seller in Q3 2024 was JP Morgan Chase, an estimated $4.06M sold.
Based on aggregated 13F filings for Q3 2024.