Neuberger Option Strategy ETF
NBOS
44 hedge funds and large institutions have $359M invested in Neuberger 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.
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
38% more funds holding
Funds holding: 32 → 44 (+12)
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
8% more capital invested
Capital invested by funds: $333M → $359M (+$26.4M)
2.64% more ownership
Funds ownership: 74.5% → 77.15% (+2.6%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$10.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.32M |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
+$5.81M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$3.13M |
| 5 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$3.56M |
| 2 |
AssetMark Inc
Concord,
California
|
-$843K |
| 3 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
-$775K |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$561K |
| 5 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
-$439K |
NBOS Hedge Fund Activity: Q4 2024 in Review
44 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Neuberger Option Strategy ETF (NBOS) for Q4 2024, worth a combined $359M — up 7.9% from $333M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new NBOS positions and 4 closed out — a net gain of 13 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $10.3M. The largest seller was Neuberger Berman Group, cutting an estimated $3.56M.
- 44 institutional investors held Neuberger Option Strategy ETF (NBOS) as of Q4 2024, up from 32 in Q3 2024.
- Funds reported $359M of Neuberger Option Strategy ETF stock for Q4 2024, up 7.9% quarter-over-quarter.
- 17 funds opened new Neuberger Option Strategy ETF positions in Q4 2024 and 4 closed out, a net change of +13 holders.
- The largest Neuberger Option Strategy ETF buyer in Q4 2024 was AE Wealth Management, an estimated $10.3M added.
- The largest Neuberger Option Strategy ETF seller in Q4 2024 was Neuberger Berman Group, an estimated $3.56M sold.
Based on aggregated 13F filings for Q4 2024.