We are live on ! Find out more
NCPB icon

Nuveen Core Plus Bond ETF

5 hedge funds and large institutions have $47M invested in Nuveen Core Plus Bond ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding

Funds holding: 35 (+2)

56% more capital invested

Capital invested by funds: $30.2M → $47M (+$16.8M)

17.82% more ownership

Funds ownership: 100%117.82% (+18%)

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$30M +$317K +12,800 +1%
DWP
2
Daymark Wealth Partners
Ohio
$8.73M +$8.69M +350,469 New
JP Morgan Chase
3
JP Morgan Chase
New York
$6.45M +$6.42M +258,922 New
Jane Street
4
Jane Street
New York
$1.82M +$1.56M +62,908 +630%
TRCT
5
Tower Research Capital (TRC)
New York
$100

NCPB Hedge Fund Activity: Q2 2024 in Review

5 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Plus Bond ETF (NCPB) for Q2 2024, worth a combined $47M — up 56% from $30.2M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new NCPB positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Daymark Wealth Partners, opening a new position worth an estimated $8.69M.

  • 5 institutional investors held Nuveen Core Plus Bond ETF (NCPB) as of Q2 2024, up from 3 in Q1 2024.
  • Funds reported $47M of Nuveen Core Plus Bond ETF stock for Q2 2024, up 56% quarter-over-quarter.
  • 2 funds opened new Nuveen Core Plus Bond ETF positions in Q2 2024 and 0 closed out, a net change of +2 holders.
  • The largest Nuveen Core Plus Bond ETF buyer in Q2 2024 was Daymark Wealth Partners, an estimated $8.69M added.

Based on aggregated 13F filings for Q2 2024.