Neuberger Short Duration Income ETF
NBSD
57 hedge funds and large institutions have $578M invested in Neuberger Short Duration Income ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 1 closing their positions.
2,200% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 1
167% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 9
63% more funds holding
Funds holding: 35 → 57 (+22)
62% more capital invested
Capital invested by funds: $356M → $578M (+$222M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
1.92% less ownership
Funds ownership: 84.27% → 82.35% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$99.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$30.6M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$22.6M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$14.2M |
| 5 |
LPL Financial
San Diego,
California
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$12.4M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$958K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$469K |
| 4 |
Goldman Sachs
New York
|
-$290K |
| 5 |
Cerity Partners
New York
|
-$129K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Jones Financial Companies
Des Peres,
Missouri
| $110K | +$110K | +2,142 | New |
|
52
Royal Bank of Canada
Toronto,
Ontario, Canada
| $80K | -$5.12K | -100 | -6% |
|
|
GWM
53
Geneos Wealth Management
Englewood,
Colorado
| $50.7K | +$614 | +12 | +1% |
|
|
PTC
54
Private Trust Company
Cleveland,
Ohio
| $20.5K | +$20.5K | +400 | New |
|
|
GRP
55
Global Retirement Partners
San Rafael,
California
| $19.2K | – | – | – |
|
56
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | +$3.84K | +75 | New |
|
|
FFA
57
Farther Finance Advisors
San Francisco,
California
| $1.48K | +$1.49K | +29 | New |
|
|
58
Goldman Sachs
New York
| – | -$290K | -5,676 | Closed |
|
NBSD Hedge Fund Activity: Q4 2025 in Review
57 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Neuberger Short Duration Income ETF (NBSD) for Q4 2025, worth a combined $578M — up 62% from $356M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new NBSD positions and 1 closed out — a net gain of 22 holders — while 24 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $99.3M. The largest seller was Neuberger Berman Group, cutting an estimated $12.4M.
- 57 institutional investors held Neuberger Short Duration Income ETF (NBSD) as of Q4 2025, up from 35 in Q3 2025.
- Funds reported $578M of Neuberger Short Duration Income ETF stock for Q4 2025, up 62% quarter-over-quarter.
- 23 funds opened new Neuberger Short Duration Income ETF positions in Q4 2025 and 1 closed out, a net change of +22 holders.
- The largest Neuberger Short Duration Income ETF buyer in Q4 2025 was Morgan Stanley, an estimated $99.3M added.
- The largest Neuberger Short Duration Income ETF seller in Q4 2025 was Neuberger Berman Group, an estimated $12.4M sold.
Based on aggregated 13F filings for Q4 2025.