Neuberger Option Strategy ETF
NBOS
46 hedge funds and large institutions have $328M invested in Neuberger Option Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
42% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 12
38.32% more ownership
Funds ownership: 76.55% → 114.87% (+38%)
10% more funds holding
Funds holding: 42 → 46 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less capital invested
Capital invested by funds: $353M → $328M (-$24.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$175M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.97M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.76M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$1.37M |
| 5 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$33.4M |
| 2 |
Neuberger Berman Group
New York
|
-$6.62M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.14M |
| 4 |
AssetMark Inc
Concord,
California
|
-$1.32M |
| 5 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
-$521K |
NBOS Hedge Fund Activity: Q2 2025 in Review
46 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Neuberger Option Strategy ETF (NBOS) for Q2 2025, worth a combined $328M — down 6.9% from $353M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NBOS positions and 3 closed out — a net gain of 4 holders — while 17 added to existing stakes and 12 trimmed.
The largest buyer was Proficio Capital Partners, opening a new position worth an estimated $175M. The largest seller was JP Morgan Chase, cutting an estimated $33.4M.
- 46 institutional investors held Neuberger Option Strategy ETF (NBOS) as of Q2 2025, up from 42 in Q1 2025.
- Funds reported $328M of Neuberger Option Strategy ETF stock for Q2 2025, down 6.9% quarter-over-quarter.
- 7 funds opened new Neuberger Option Strategy ETF positions in Q2 2025 and 3 closed out, a net change of +4 holders.
- The largest Neuberger Option Strategy ETF buyer in Q2 2025 was Proficio Capital Partners, an estimated $175M added.
- The largest Neuberger Option Strategy ETF seller in Q2 2025 was JP Morgan Chase, an estimated $33.4M sold.
Based on aggregated 13F filings for Q2 2025.