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Nuveen ESG US Aggregate Bond ETF

27 hedge funds and large institutions have $36.2M invested in Nuveen ESG US Aggregate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

35% more funds holding

Funds holding: 2027 (+7)

5% more capital invested

Capital invested by funds: $34.4M → $36.2M (+$1.83M)

2.34% less ownership

Funds ownership: 75.13%72.79% (-2.3%)

Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
26
Advisory Services Network
Georgia
$2K
UB
27
UMB Bank
Missouri
$890

NUBD Hedge Fund Activity: Q4 2018 in Review

27 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q4 2018, worth a combined $36.2M — up 5.3% from $34.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NUBD positions and 0 closed out — a net gain of 8 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $1.25M. The largest seller was Retirement Capital Strategies, cutting an estimated $1.02M.

  • 27 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q4 2018, up from 20 in Q3 2018.
  • Funds reported $36.2M of Nuveen ESG US Aggregate Bond ETF stock for Q4 2018, up 5.3% quarter-over-quarter.
  • 8 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q4 2018 and 0 closed out, a net change of +8 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q4 2018 was Jane Street, an estimated $1.25M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q4 2018 was Retirement Capital Strategies, an estimated $1.02M sold.

Based on aggregated 13F filings for Q4 2018.