Nuveen Core Plus Bond ETF
NCPB
7 hedge funds and large institutions have $58.9M invested in Nuveen Core Plus Bond ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
0.23% less ownership
Funds ownership: 114.92% → 114.69% (-0.23%)
1% less capital invested
Capital invested by funds: $59.6M → $58.9M (-$673K)
13% less funds holding
Funds holding: 8 → 7 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
+$1.7M |
| 2 |
JP Morgan Chase
New York
|
+$1.02M |
| 3 |
JGCM
Joseph Group Capital Management
Columbus,
Ohio
|
+$165K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$76 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$479K |
| 2 |
Jane Street
New York
|
-$202K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$19.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
N
1
Nuveen
Charlotte,
North Carolina
| $36.4M | – | – | – |
|
|
DWP
2
Daymark Wealth Partners
Cincinnati,
Ohio
| $13.5M | +$1.7M | +67,477 | +14% |
|
|
3
JP Morgan Chase
New York
| $8.52M | +$1.02M | +40,401 | +13% |
|
|
4
Jane Street
New York
| $271K | -$202K | -8,008 | -42% |
|
|
JGCM
5
Joseph Group Capital Management
Columbus,
Ohio
| $162K | +$165K | +6,540 | New |
|
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | +$76 | +3 | +2% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $99 | – | – | – |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$479K | -18,471 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$19.5K | -752 | Closed |
|
NCPB Hedge Fund Activity: Q4 2024 in Review
7 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Plus Bond ETF (NCPB) for Q4 2024, worth a combined $58.9M — down 1.1% from $59.6M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of NCPB and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.
The largest buyer was Daymark Wealth Partners, adding an estimated $1.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $479K sold.
- 7 institutional investors held Nuveen Core Plus Bond ETF (NCPB) as of Q4 2024, down from 8 in Q3 2024.
- Funds reported $58.9M of Nuveen Core Plus Bond ETF stock for Q4 2024, down 1.1% quarter-over-quarter.
- 1 fund opened new Nuveen Core Plus Bond ETF positions in Q4 2024 and 2 closed out, a net change of -1 holder.
- The largest Nuveen Core Plus Bond ETF buyer in Q4 2024 was Daymark Wealth Partners, an estimated $1.7M added.
- The largest Nuveen Core Plus Bond ETF seller in Q4 2024 was Citadel Advisors, an estimated $479K sold.
Based on aggregated 13F filings for Q4 2024.