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Neuberger Berman Small-Mid Cap ETF
NBSM

9 hedge funds and large institutions have $184M invested in Neuberger Berman Small-Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

6.41% less ownership

Funds ownership: 94.19% → 87.78% (-6.4%)

Holders
9
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$3.45M
2
+$2.26M
3
+$2.12M
4
Mariner
Mariner
Kansas
+$1.48M
5
ETC
Exchange Traded Concepts
Oklahoma
+$1.02M

Top Sellers

1
-$12.3M
2
-$13.6K
3
-$2.54K
Name Holding Trade Value Shares
Change 		Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$167M
ETC
2
Exchange Traded Concepts
Oklahoma
$4.52M
Raymond James Financial
3
Raymond James Financial
Florida
$3.45M
Bank of America
4
Bank of America
North Carolina
$3.06M
LPL Financial
5
LPL Financial
California
$2.58M
Mariner
6
Mariner
Kansas
$1.48M
Jones Financial Companies
7
Jones Financial Companies
Missouri
$761K
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$738K
BC
9
Barrett & Company
Rhode Island
$79.6K
PA
10
Parallel Advisors
California
–