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NBSD

Neuberger Short Duration Income ETF

21 hedge funds and large institutions have $241M invested in Neuberger Short Duration Income ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

110% more funds holding

Funds holding: 1021 (+11)

60% more capital invested

Capital invested by funds: $151M → $241M (+$90.2M)

5.36% less ownership

Funds ownership: 83.91%78.55% (-5.4%)

Holders
21
Holders Change
+11
Holders Change %
+110%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
7
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$160M +$46.7M +919,498 +42%
LPL Financial
2
LPL Financial
California
$33M +$20.8M +409,522 +172%
Raymond James Financial
3
Raymond James Financial
Florida
$20.4M +$5.9M +116,155 +41%
PWM
4
Paulson Wealth Management
Illinois
$10.2M +$10.1M +199,395 New
SPIA
5
Steward Partners Investment Advisory
New York
$5.7M +$368K +7,252 +7%
Goldman Sachs
6
Goldman Sachs
New York
$2.29M +$2.28M +44,900 New
MF
7
Manchester Financial
California
$2.16M +$2.15M +42,432 New
Jane Street
8
Jane Street
New York
$1.75M +$1.75M +34,384 New
Mariner
9
Mariner
Kansas
$1.34M +$237K +4,669 +22%
KAS
10
Kestra Advisory Services
Texas
$891K +$889K +17,500 New
NA
11
NewEdge Advisors
Louisiana
$875K +$152K +2,998 +21%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$729K +$286K +5,633 +65%
Cerity Partners
13
Cerity Partners
New York
$514K -$97.5K -1,921 -16%
YIA
14
YHB Investment Advisors
Connecticut
$492K +$491K +9,664 New
WIA
15
Wetzel Investment Advisors
Indiana
$491K +$489K +9,632 New
RSWA
16
Robinson Smith Wealth Advisors
Maine
$227K +$226K +4,455 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$214K +$214K +4,208 New
JWCA
18
J.W. Cole Advisors
Florida
$200K +$200K +3,933 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$85K +$84.3K +1,661 New
GRP
20
Global Retirement Partners
California
$19.1K +$19K +375 New
Morgan Stanley
21
Morgan Stanley
New York
$204
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$3.29M -64,631 Closed

NBSD Hedge Fund Activity: Q2 2025 in Review

21 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Neuberger Short Duration Income ETF (NBSD) for Q2 2025, worth a combined $241M — up 60% from $151M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NBSD positions and 1 closed out — a net gain of 11 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $46.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.29M sold.

  • 21 institutional investors held Neuberger Short Duration Income ETF (NBSD) as of Q2 2025, up from 10 in Q1 2025.
  • Funds reported $241M of Neuberger Short Duration Income ETF stock for Q2 2025, up 60% quarter-over-quarter.
  • 12 funds opened new Neuberger Short Duration Income ETF positions in Q2 2025 and 1 closed out, a net change of +11 holders.
  • The largest Neuberger Short Duration Income ETF buyer in Q2 2025 was Neuberger Berman Group, an estimated $46.7M added.
  • The largest Neuberger Short Duration Income ETF seller in Q2 2025 was Susquehanna International Group, an estimated $3.29M sold.

Based on aggregated 13F filings for Q2 2025.