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Neuberger Option Strategy ETF
NBOS

26 hedge funds and large institutions have $342M invested in Neuberger Option Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

73.54% more ownership

Funds ownership: 0% → 73.54% (+74%)

Holders
26
Holders Change
+26
Holders Change %
–
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$210M
2
AssetMark Inc
AssetMark Inc
California
+$37.9M
3
CSPAM
Cary Street Partners Asset Management
Virginia
+$36.6M
4
MML Investors Services
MML Investors Services
Massachusetts
+$16.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.5M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$211M +$210M +8,110,083 New
AssetMark Inc
2
AssetMark Inc
California
$38.2M +$37.9M +1,465,484 New
CSPAM
3
Cary Street Partners Asset Management
Virginia
$36.9M +$36.6M +1,417,347 New
MML Investors Services
4
MML Investors Services
Massachusetts
$16.3M +$16.2M +627,651 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.6M +$15.5M +600,551 New
MA
6
Marquette Associates
Illinois
$8.13M +$8.07M +312,108 New
LPL Financial
7
LPL Financial
California
$4.92M +$4.88M +188,810 New
OPAM
8
Ocean Park Asset Management
California
$3.93M +$3.9M +150,792 New
UBS Group
9
UBS Group
Switzerland
$1.58M +$1.56M +60,512 New
CSPIA
10
Cary Street Partners Investment Advisory
Virginia
$655K +$650K +25,157 New
UAG
11
United Advisor Group
Ohio
$557K +$553K +21,392 New
Jane Street
12
Jane Street
New York
$552K +$548K +21,197 New
IWM
13
IHT Wealth Management
Illinois
$538K +$534K +20,665 New
TA
14
TFB Advisors
Kansas
$515K +$524K +20,295 New
Ameriprise
15
Ameriprise
Minnesota
$487K +$483K +18,699 New
OMC
16
Old Mission Capital
Illinois
$420K +$417K +16,121 New
FFA
17
Farther Finance Advisors
California
$389K +$386K +14,929 New
SPIA
18
Steward Partners Investment Advisory
New York
$277K +$275K +10,630 New
EH
19
Equitable Holdings
New York
$272K +$270K +10,436 New
STA
20
Summit Trail Advisors
New York
$207K +$206K +7,962 New
AF
21
Allworth Financial
California
$93.5K +$92.9K +3,593 New
Osaic Holdings
22
Osaic Holdings
Arizona
$78.5K +$77.9K +3,016 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4K +$4.21K +163 New
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$1.49K +$1.47K +57 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$833 +$827 +32 New
1
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NBOS Hedge Fund Activity: Q1 2024 in Review

26 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Neuberger Option Strategy ETF (NBOS) for Q1 2024, worth a combined $342M.

Buyers outnumbered sellers: 26 funds opened new NBOS positions and 0 closed out — a net gain of 26 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $210M.

  • 26 institutional investors held Neuberger Option Strategy ETF (NBOS) as of Q1 2024, up from 0 in Q4 2023.
  • Funds reported $342M of Neuberger Option Strategy ETF stock for Q1 2024.
  • 26 funds opened new Neuberger Option Strategy ETF positions in Q1 2024 and 0 closed out, a net change of +26 holders.
  • The largest Neuberger Option Strategy ETF buyer in Q1 2024 was Neuberger Berman Group, an estimated $210M added.

Based on aggregated 13F filings for Q1 2024.