Neuberger Option Strategy ETF
NBOS
48 hedge funds and large institutions have $324M invested in Neuberger Option Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
4% more funds holding
Funds holding: 46 → 48 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 14
1% less capital invested
Capital invested by funds: $328M → $324M (-$4.72M)
41.61% less ownership
Funds ownership: 114.87% → 73.26% (-42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.06M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$896K |
| 3 |
LPL Financial
San Diego,
California
|
+$568K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$482K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$433K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$7.71M |
| 2 |
Neuberger Berman Group
New York
|
-$5.4M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$2.08M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$1.41M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Brown Advisory
Baltimore,
Maryland
| – | -$1.41M | -54,159 | Closed |
|
|
PAG
52
Private Advisor Group
Morristown,
New Jersey
| – | -$436K | -16,732 | Closed |
|
|
PSFG
53
Park Square Financial Group
Roswell,
Georgia
| – | -$142K | -5,455 | Closed |
|
|
T
54
Transce3nd
Kyle,
Texas
| – | -$56K | -2,150 | Closed |
|
55
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$51K | -1,953 | Closed |
|
|
CA
56
CoreCap Advisors
Southfield,
Michigan
| – | -$11.2K | -432 | Closed |
|
NBOS Hedge Fund Activity: Q3 2025 in Review
48 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Neuberger Option Strategy ETF (NBOS) for Q3 2025, worth a combined $324M — down 1.4% from $328M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new NBOS positions and 8 closed out — a net gain of 2 holders — while 14 added to existing stakes and 14 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $2.06M. The largest seller was Proficio Capital Partners, exiting entirely with an estimated $7.71M sold.
- 48 institutional investors held Neuberger Option Strategy ETF (NBOS) as of Q3 2025, up from 46 in Q2 2025.
- Funds reported $324M of Neuberger Option Strategy ETF stock for Q3 2025, down 1.4% quarter-over-quarter.
- 10 funds opened new Neuberger Option Strategy ETF positions in Q3 2025 and 8 closed out, a net change of +2 holders.
- The largest Neuberger Option Strategy ETF buyer in Q3 2025 was Osaic Holdings, an estimated $2.06M added.
- The largest Neuberger Option Strategy ETF seller in Q3 2025 was Proficio Capital Partners, an estimated $7.71M sold.
Based on aggregated 13F filings for Q3 2025.