Neuberger Small-Mid Cap ETF
NBSM
4 hedge funds and large institutions have $169M invested in Neuberger Small-Mid Cap ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 2 → 4 (+2)
14% more capital invested
Capital invested by funds: $149M → $169M (+$20.4M)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
11,500.31% less ownership
Funds ownership: 11,598.97% → 98.67% (-11,500%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$24.9M |
| 2 |
TP
Tranquility Partners
Brentwood,
Tennessee
|
+$432K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$101K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Neuberger Berman Group
New York
| $169M | +$24.9M | +994,235 | +17% |
|
|
TP
2
Tranquility Partners
Brentwood,
Tennessee
| $429K | +$432K | +17,250 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $69K | -$101K | -4,037 | -59% |
|
|
4
UBS Group
Zurich,
Switzerland
| $23.8K | +$24K | +956 | New |
|
NBSM Hedge Fund Activity: Q2 2024 in Review
4 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Neuberger Small-Mid Cap ETF (NBSM) for Q2 2024, worth a combined $169M — up 14% from $149M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NBSM positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $24.9M. The largest seller was Royal Bank of Canada, cutting an estimated $101K.
- 4 institutional investors held Neuberger Small-Mid Cap ETF (NBSM) as of Q2 2024, up from 2 in Q1 2024.
- Funds reported $169M of Neuberger Small-Mid Cap ETF stock for Q2 2024, up 14% quarter-over-quarter.
- 2 funds opened new Neuberger Small-Mid Cap ETF positions in Q2 2024 and 0 closed out, a net change of +2 holders.
- The largest Neuberger Small-Mid Cap ETF buyer in Q2 2024 was Neuberger Berman Group, an estimated $24.9M added.
- The largest Neuberger Small-Mid Cap ETF seller in Q2 2024 was Royal Bank of Canada, an estimated $101K sold.
Based on aggregated 13F filings for Q2 2024.