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Neuberger Berman Option Strategy ETF
NBOS

Overview Fund Activity

29 hedge funds and large institutions have $333M invested in Neuberger Berman Option Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
7
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$13.1M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$218M
3
HWM
3
HB Wealth Management
Georgia
$2.94M
4
OMC
4
Old Mission Capital
Illinois
$938K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$347K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$317K
2
CSPAM
2
Cary Street Partners Asset Management
Virginia
$29M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$11.5M
4
OPAM
4
Ocean Park Asset Management
California
$0
5
UAG
5
United Advisor Group
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Neuberger Berman Group
1
Neuberger Berman Group
New York
$218M 8,276,656 +166,573 +2%
AssetMark Inc
2
AssetMark Inc
California
$38.3M 1,455,052 -10,432 -0.7%
CSPAM
3
Cary Street Partners Asset Management
Virginia
$29M 1,102,779 -314,568 -22%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$13.1M 497,385 +497,385 New
MML Investors Services
5
MML Investors Services
Massachusetts
$11.5M 438,461 -189,190 -30%
MA
6
Marquette Associates
Illinois
$8.21M 312,108 – –
LPL Financial
7
LPL Financial
California
$4.93M 187,363 -1,447 -0.8%
HWM
8
HB Wealth Management
Georgia
$2.94M 111,697 +111,697 New
UBS Group
9
UBS Group
Switzerland
$1.73M 65,601 +5,089 +8%
OMC
10
Old Mission Capital
Illinois
$938K 35,668 +19,547 +121%
CSPIA
11
Cary Street Partners Investment Advisory
Virginia
$607K 23,059 -2,098 -8%
TA
12
TFB Advisors
Kansas
$534K 20,295 – –
FFA
13
Farther Finance Advisors
California
$395K 15,145 +216 +1%
IWM
14
IHT Wealth Management
Illinois
$364K 13,832 -6,833 -33%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$347K 13,189 +13,026 +7,991%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$317K 12,042 -588,509 -98%
SAG
17
SageView Advisory Group
California
$315K 11,971 +11,971 New
Jane Street
18
Jane Street
New York
$310K 11,788 -9,409 -44%
SPIA
19
Steward Partners Investment Advisory
New York
$280K 10,630 – –
EH
20
Equitable Holdings
New York
$276K 10,496 +60 +0.6%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$267K 10,162 +10,162 New
STA
22
Summit Trail Advisors
New York
$209K 7,962 – –
AF
23
Allworth Financial
California
$93.7K 3,593 – –
Osaic Holdings
24
Osaic Holdings
Arizona
$76.5K 2,909 -107 -4%
Wells Fargo
25
Wells Fargo
California
$47K 1,786 +1,786 New
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