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Neuberger Berman Option Strategy ETF
NBOS

Overview Fund Activity

26 hedge funds and large institutions have $342M invested in Neuberger Berman 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.

Holders
26
Holders Change
+26
Holders Change %
–
% of All Funds
0.38%
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

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$211M
2
AssetMark Inc
2
AssetMark Inc
California
$38.2M
3
CSPAM
3
Cary Street Partners Asset Management
Virginia
$36.9M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$16.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.6M

Top Sellers

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