Neuberger Option Strategy ETF
NBOS
42 hedge funds and large institutions have $353M invested in Neuberger Option Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.65% less ownership
Funds ownership: 77.15% → 76.49% (-0.65%)
2% less capital invested
Capital invested by funds: $359M → $353M (-$6.6M)
5% less funds holding
Funds holding: 44 → 42 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
35% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$26.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.35M |
| 3 |
MA
Marquette Associates
Chicago,
Illinois
|
+$3.96M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.81M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSP
Cary Street Partners
Richmond,
Virginia
|
-$29.9M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$3.11M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.12M |
| 4 |
AssetMark Inc
Concord,
California
|
-$1.02M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$982K |
NBOS Hedge Fund Activity: Q1 2025 in Review
42 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Neuberger Option Strategy ETF (NBOS) for Q1 2025, worth a combined $353M — down 1.8% from $359M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of NBOS and 5 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 11 added.
The largest buyer was JP Morgan Chase, adding an estimated $26.1M. The largest seller was Cary Street Partners, exiting entirely with an estimated $29.9M sold.
- 42 institutional investors held Neuberger Option Strategy ETF (NBOS) as of Q1 2025, down from 44 in Q4 2024.
- Funds reported $353M of Neuberger Option Strategy ETF stock for Q1 2025, down 1.8% quarter-over-quarter.
- 5 funds opened new Neuberger Option Strategy ETF positions in Q1 2025 and 7 closed out, a net change of -2 holders.
- The largest Neuberger Option Strategy ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $26.1M added.
- The largest Neuberger Option Strategy ETF seller in Q1 2025 was Cary Street Partners, an estimated $29.9M sold.
Based on aggregated 13F filings for Q1 2025.