Neuberger Short Duration Income ETF
NBSD
35 hedge funds and large institutions have $356M invested in Neuberger Short Duration Income ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more funds holding
Funds holding: 21 → 35 (+14)
48% more capital invested
Capital invested by funds: $241M → $356M (+$115M)
5.72% more ownership
Funds ownership: 78.55% → 84.27% (+5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$26.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$21.2M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$20.2M |
| 4 |
CF
Convergence Financial
Columbia,
Missouri
|
+$11.4M |
| 5 |
RRA
Round Rock Advisors
Wilton,
Connecticut
|
+$8.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2M |
| 2 |
Neuberger Berman Group
New York
|
-$1.81M |
| 3 |
Jane Street
New York
|
-$1.75M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$1.34M |
| 5 |
YIA
YHB Investment Advisors
West Hartford,
Connecticut
|
-$492K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Stifel Financial
St. Louis,
Missouri
| $361K | +$361K | +7,059 | New |
|
27
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $333K | +$333K | +6,508 | New |
|
|
28
Goldman Sachs
New York
| $290K | -$2M | -39,224 | -87% |
|
|
MOS
29
MGO One Seven
Beachwood,
Ohio
| $285K | +$284K | +5,564 | New |
|
30
Envestnet Asset Management
Chicago,
Illinois
| $280K | +$279K | +5,465 | New |
|
|
RZH
31
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $202K | +$202K | +3,943 | New |
|
32
Comerica Bank
Dallas,
Texas
| $102K | +$102K | +2,000 | New |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| $85K | – | – | – |
|
|
GWM
34
Geneos Wealth Management
Englewood,
Colorado
| $50.1K | +$50K | +979 | New |
|
|
GRP
35
Global Retirement Partners
San Rafael,
California
| $19.2K | – | – | – |
|
|
36
Jane Street
New York
| – | -$1.75M | -34,384 | Closed |
|
|
37
Mariner
Overland Park,
Kansas
| – | -$1.34M | -26,283 | Closed |
|
|
YIA
38
YHB Investment Advisors
West Hartford,
Connecticut
| – | -$492K | -9,664 | Closed |
|
NBSD Hedge Fund Activity: Q3 2025 in Review
35 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Neuberger Short Duration Income ETF (NBSD) for Q3 2025, worth a combined $356M — up 48% from $241M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new NBSD positions and 3 closed out — a net gain of 14 holders — while 12 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $26.9M. The largest seller was Goldman Sachs, cutting an estimated $2M.
- 35 institutional investors held Neuberger Short Duration Income ETF (NBSD) as of Q3 2025, up from 21 in Q2 2025.
- Funds reported $356M of Neuberger Short Duration Income ETF stock for Q3 2025, up 48% quarter-over-quarter.
- 17 funds opened new Neuberger Short Duration Income ETF positions in Q3 2025 and 3 closed out, a net change of +14 holders.
- The largest Neuberger Short Duration Income ETF buyer in Q3 2025 was Morgan Stanley, an estimated $26.9M added.
- The largest Neuberger Short Duration Income ETF seller in Q3 2025 was Goldman Sachs, an estimated $2M sold.
Based on aggregated 13F filings for Q3 2025.