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Neuberger Berman Option Strategy ETF

32 hedge funds and large institutions have $333M invested in Neuberger Berman Option Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
11
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Neuberger Berman Group
1
Neuberger Berman Group
New York
$217M 8,235,886 -40,770 -0.5%
AssetMark Inc
2
AssetMark Inc
California
$36.9M 1,401,491 -53,561 -4%
CSPAM
3
Cary Street Partners Asset Management
Virginia
$29.5M 1,119,473 +16,694 +2%
MML Investors Services
4
MML Investors Services
Massachusetts
$12.5M 473,461 +35,000 +8%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$8.99M 341,183 -156,202 -31%
MA
6
Marquette Associates
Illinois
$8.22M 312,108
LPL Financial
7
LPL Financial
California
$5.12M 194,377 +7,014 +4%
UBS Group
8
UBS Group
Switzerland
$4.74M 179,692 +114,091 +174%
HWM
9
HB Wealth Management
Georgia
$2.65M 100,530 -11,167 -10%
UAG
10
United Advisor Group
Ohio
$775K 29,420 +29,420 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$706K 26,809 +14,767 +123%
CSPIA
12
Cary Street Partners Investment Advisory
Virginia
$561K 21,271 -1,788 -8%
BBHC
13
Brown Brothers Harriman & Co
New York
$555K 21,066 +21,066 New
TA
14
TFB Advisors
Kansas
$535K 20,293 -2 -0%
OMC
15
Old Mission Capital
Illinois
$495K 18,783 -16,885 -47%
FFA
16
Farther Finance Advisors
California
$429K 16,280 +1,135 +7%
Jane Street
17
Jane Street
New York
$414K 15,714 +3,926 +33%
Mariner
18
Mariner
Kansas
$405K 15,373 +15,373 New
Osaic Holdings
19
Osaic Holdings
Arizona
$382K 14,500 +11,591 +398%
IWM
20
IHT Wealth Management
Illinois
$366K 13,875 +43 +0.3%
SAG
21
SageView Advisory Group
California
$306K 11,611 -360 -3%
EH
22
Equitable Holdings
New York
$283K 10,721 +225 +2%
SPIA
23
Steward Partners Investment Advisory
New York
$280K 10,630
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$227K 8,600 +8,600 New
STA
25
Summit Trail Advisors
New York
$210K 7,962