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Neuberger Berman Option Strategy ETF

44 hedge funds and large institutions have $359M invested in Neuberger Berman Option Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+12
Holders Change %
+37.5%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
12
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Neuberger Berman Group
1
Neuberger Berman Group
New York
$213M 8,101,483 -134,403 -2%
AssetMark Inc
2
AssetMark Inc
California
$36.1M 1,369,681 -31,810 -2%
CSP
3
Cary Street Partners
Virginia
$29.9M 1,136,112 +1,136,112 New
MML Investors Services
4
MML Investors Services
Massachusetts
$13.6M 514,952 +41,491 +9%
LPL Financial
5
LPL Financial
California
$11.4M 432,961 +238,584 +123%
AWM
6
AE Wealth Management
Kansas
$10.3M 389,140 +389,140 New
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$8.99M 341,267 +84 +0%
MA
8
Marquette Associates
Illinois
$8.22M 312,108
WANY
9
Wealthspire Advisors (New York)
New York
$5.77M 219,134 +219,134 New
UBS Group
10
UBS Group
Switzerland
$4.46M 169,144 -10,548 -6%
AWS
11
Atria Wealth Solutions
New York
$3.11M 117,962 +117,962 New
Raymond James Financial
12
Raymond James Financial
Florida
$2.99M 113,503 +113,503 New
HWM
13
HB Wealth Management
Georgia
$2.21M 83,965 -16,565 -16%
BOSSRA
14
B.O.S.S. Retirement Advisors
Utah
$1.23M 46,687 +46,687 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.17M 44,513 +17,704 +66%
OMC
16
Old Mission Capital
Illinois
$982K 37,263 +18,480 +98%
TA
17
TFB Advisors
Kansas
$563K 21,361 +1,068 +5%
BBHC
18
Brown Brothers Harriman & Co
New York
$555K 21,066
Mariner
19
Mariner
Kansas
$446K 16,910 +1,537 +10%
IWM
20
IHT Wealth Management
Illinois
$405K 15,355 +1,480 +11%
Osaic Holdings
21
Osaic Holdings
Arizona
$364K 13,825 -675 -5%
SAG
22
SageView Advisory Group
California
$314K 11,902 +291 +3%
EH
23
Equitable Holdings
New York
$290K 11,003 +282 +3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$281K 10,675 +2,075 +24%
SPIA
25
Steward Partners Investment Advisory
New York
$280K 10,630