Neuberger Short Duration Income ETF
NBSD
11 hedge funds and large institutions have $106M invested in Neuberger Short Duration Income ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
15.83% more ownership
Funds ownership: 53.92% → 69.74% (+16%)
6% more capital invested
Capital invested by funds: $100M → $106M (+$6.08M)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
8% less funds holding
Funds holding: 12 → 11 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$6M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$317K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$199K |
| 4 |
LPL Financial
San Diego,
California
|
+$36.2K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$2.54K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.7M |
| 2 |
Jane Street
New York
|
-$472K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$455K |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$218K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$52.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Neuberger Berman Group
New York
| $96.2M | +$6M | +118,124 | +7% |
|
|
RJA
2
Raymond James & Associates
St Petersburg,
Florida
| $6.71M | +$317K | +6,233 | +5% |
|
|
CAM
3
Cresset Asset Management
Chicago,
Illinois
| $900K | -$218K | -4,281 | -20% |
|
4
Cerity Partners
New York
| $631K | -$24K | -472 | -4% |
|
|
5
LPL Financial
San Diego,
California
| $582K | +$36.2K | +713 | +7% |
|
|
6
Jane Street
New York
| $542K | -$472K | -9,285 | -47% |
|
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $307K | -$2.7M | -53,084 | -90% |
|
|
KPWS
8
Kestra Private Wealth Services
Austin,
Texas
| $227K | +$2.54K | +50 | +1% |
|
|
KAS
9
Kestra Advisory Services
Austin,
Texas
| $203K | +$199K | +3,925 | New |
|
|
SPIA
10
Steward Partners Investment Advisory
New York
| $10.3K | – | – | – |
|
11
Morgan Stanley
New York
| $620 | – | – | – |
|
|
12
Wells Fargo
San Francisco,
California
| – | -$455K | -9,102 | Closed |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$52.7K | -1,054 | Closed |
|
NBSD Hedge Fund Activity: Q3 2024 in Review
11 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Neuberger Short Duration Income ETF (NBSD) for Q3 2024, worth a combined $106M — up 6.1% from $100M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of NBSD and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 4 added.
The largest buyer was Neuberger Berman Group, adding an estimated $6M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.7M.
- 11 institutional investors held Neuberger Short Duration Income ETF (NBSD) as of Q3 2024, down from 12 in Q2 2024.
- Funds reported $106M of Neuberger Short Duration Income ETF stock for Q3 2024, up 6.1% quarter-over-quarter.
- 1 fund opened new Neuberger Short Duration Income ETF positions in Q3 2024 and 2 closed out, a net change of -1 holder.
- The largest Neuberger Short Duration Income ETF buyer in Q3 2024 was Neuberger Berman Group, an estimated $6M added.
- The largest Neuberger Short Duration Income ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $2.7M sold.
Based on aggregated 13F filings for Q3 2024.