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Neuberger Berman Option Strategy ETF

44 hedge funds and large institutions have $359M invested in Neuberger Berman Option Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+12
Holders Change %
+37.5%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
12
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$272K 10,306 +10,306 New
FFA
27
Farther Finance Advisors
California
$263K 9,977 -6,303 -39%
Q1WB
28
Quest 10 Wealth Builders
Virginia
$260K 9,870 +9,870 New
AWA
29
Authentikos Wealth Advisory
California
$223K 8,459 +8,459 New
STA
30
Summit Trail Advisors
New York
$210K 7,962
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$203K 7,600 +7,600 New
PSFG
32
Park Square Financial Group
Georgia
$121K 4,576 +4,576 New
FWM
33
FLP Wealth Management
Arkansas
$90.6K 3,440 +3,440 New
AF
34
Allworth Financial
California
$79.4K 2,963 -630 -18%
T
35
Transce3nd
Texas
$48.1K 1,827 +1,827 New
NA
36
NewEdge Advisors
Louisiana
$15.8K 600 +600 New
NFSG
37
Newbridge Financial Services Group
Florida
$14.8K 560
PA
38
Pineridge Advisors
Missouri
$8.95K 339 +339 New
Morgan Stanley
39
Morgan Stanley
New York
$5.61K 213 +213 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$4K 163
Fidelity Investments
41
Fidelity Investments
Massachusetts
$1.24K 47 +15 +47%
SCM
42
Sterling Capital Management
North Carolina
$606 23 +23 New
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$26 1 -753 -100%
Wells Fargo
44
Wells Fargo
California
$13 1 -1,060 -100%
UAG
45
United Advisor Group
Ohio
-29,420 Closed
CSPIA
46
Cary Street Partners Investment Advisory
Virginia
-21,271 Closed
Jane Street
47
Jane Street
New York
-15,714 Closed
NS
48
NBC Securities
Alabama
-580 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
MRP
50
Measured Risk Portfolios
California