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Neuberger Option Strategy ETF
NBOS

42 hedge funds and large institutions have $353M invested in Neuberger Option Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.6% less ownership

Funds ownership: 77.15% → 76.55% (-0.6%)

2% less capital invested

Capital invested by funds: $359M → $353M (-$6.34M)

5% less funds holding

Funds holding: 44 → 42 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
11
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$26.1M
2
LPL Financial
LPL Financial
California
+$6.35M
3
MA
Marquette Associates
Illinois
+$3.96M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.81M
5
Mariner
Mariner
Kansas
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
CSP
Cary Street Partners
Virginia
-$29.9M
2
AWS
Atria Wealth Solutions
New York
-$3.11M
3
UBS Group
UBS Group
Switzerland
-$1.12M
4
AssetMark Inc
AssetMark Inc
California
-$1.02M
5
OMC
Old Mission Capital
Illinois
-$982K
Name Holding Trade Value Shares
Change 		Change in
Stake
STA
26
Summit Trail Advisors
New York
$204K – – –
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$203K – – –
CIA
28
Concurrent Investment Advisors
Florida
$201K +$207K +7,844 New
Osaic Holdings
29
Osaic Holdings
Arizona
$193K -$166K -6,285 -45%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$174K +$175K +6,653 +4,082%
FFA
31
Farther Finance Advisors
California
$145K -$115K -4,345 -44%
PSFG
32
Park Square Financial Group
Georgia
$117K -$53 -2 -0%
AF
33
Allworth Financial
California
$73.8K – – –
T
34
Transce3nd
Texas
$46.4K -$316 -12 -0.7%
NFSG
35
Newbridge Financial Services Group
Florida
$14.3K – – –
NS
36
NBC Securities
Alabama
$14K +$15.3K +580 New
CA
37
CoreCap Advisors
Michigan
$11.1K +$11.4K +432 New
PA
38
Pineridge Advisors
Missouri
$8.2K -$475 -18 -5%
Morgan Stanley
39
Morgan Stanley
New York
$5.45K – – –
Fidelity Investments
40
Fidelity Investments
Massachusetts
$819 -$395 -15 -32%
SCM
41
Sterling Capital Management
North Carolina
$588 – – –
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$23 – – –
CSP
43
Cary Street Partners
Virginia
– -$29.9M -1,136,112 Closed
AWS
44
Atria Wealth Solutions
New York
– -$3.11M -117,962 Closed
OMC
45
Old Mission Capital
Illinois
– -$982K -37,263 Closed
AWA
46
Authentikos Wealth Advisory
California
– -$223K -8,459 Closed
FWM
47
FLP Wealth Management
Arkansas
– -$90.6K -3,440 Closed
NA
48
NewEdge Advisors
Louisiana
– -$15.8K -600 Closed
Wells Fargo
49
Wells Fargo
California
– -$13 -1 Closed
1
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NBOS Hedge Fund Activity: Q1 2025 in Review

42 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Neuberger Option Strategy ETF (NBOS) for Q1 2025, worth a combined $353M — down 1.8% from $359M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NBOS and 5 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 11 added.

The largest buyer was JP Morgan Chase, adding an estimated $26.1M. The largest seller was Cary Street Partners, exiting entirely with an estimated $29.9M sold.

  • 42 institutional investors held Neuberger Option Strategy ETF (NBOS) as of Q1 2025, down from 44 in Q4 2024.
  • Funds reported $353M of Neuberger Option Strategy ETF stock for Q1 2025, down 1.8% quarter-over-quarter.
  • 5 funds opened new Neuberger Option Strategy ETF positions in Q1 2025 and 7 closed out, a net change of -2 holders.
  • The largest Neuberger Option Strategy ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $26.1M added.
  • The largest Neuberger Option Strategy ETF seller in Q1 2025 was Cary Street Partners, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2025.