Neuberger Short Duration Income ETF
NBSD
9 hedge funds and large institutions have $113M invested in Neuberger Short Duration Income ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.
7% more capital invested
Capital invested by funds: $106M → $113M (+$6.94M)
2.29% more ownership
Funds ownership: 69.74% → 72.03% (+2.3%)
18% less funds holding
Funds holding: 11 → 9 (-2)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.66M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.89M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$71.4K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$38.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$3.49M |
| 2 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$900K |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$227K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$203K |
| 5 |
Jane Street
New York
|
-$83.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Neuberger Berman Group
New York
| $90.9M | -$3.49M | -68,687 | -4% |
|
2
Raymond James Financial
St Petersburg,
Florida
| $11.7M | +$11.8M | +231,283 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $4.65M | +$4.66M | +91,728 | New |
|
|
4
LPL Financial
San Diego,
California
| $4.46M | +$3.89M | +76,592 | +680% |
|
5
Cerity Partners
New York
| $607K | -$12.2K | -240 | -2% |
|
|
6
Jane Street
New York
| $449K | -$83.7K | -1,648 | -16% |
|
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $372K | +$71.4K | +1,405 | +24% |
|
|
SPIA
8
Steward Partners Investment Advisory
New York
| $48.1K | +$38.1K | +750 | +377% |
|
9
Morgan Stanley
New York
| $203 | -$407 | -8 | -67% |
|
|
CAM
10
Cresset Asset Management
Chicago,
Illinois
| – | -$900K | -17,411 | Closed |
|
|
KPWS
11
Kestra Private Wealth Services
Austin,
Texas
| – | -$227K | -4,397 | Closed |
|
|
KAS
12
Kestra Advisory Services
Austin,
Texas
| – | -$203K | -3,925 | Closed |
|
NBSD Hedge Fund Activity: Q4 2024 in Review
9 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Neuberger Short Duration Income ETF (NBSD) for Q4 2024, worth a combined $113M — up 6.5% from $106M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of NBSD and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 3 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $4.66M. The largest seller was Neuberger Berman Group, cutting an estimated $3.49M.
- 9 institutional investors held Neuberger Short Duration Income ETF (NBSD) as of Q4 2024, down from 11 in Q3 2024.
- Funds reported $113M of Neuberger Short Duration Income ETF stock for Q4 2024, up 6.5% quarter-over-quarter.
- 2 funds opened new Neuberger Short Duration Income ETF positions in Q4 2024 and 3 closed out, a net change of -1 holder.
- The largest Neuberger Short Duration Income ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $4.66M added.
- The largest Neuberger Short Duration Income ETF seller in Q4 2024 was Neuberger Berman Group, an estimated $3.49M sold.
Based on aggregated 13F filings for Q4 2024.