Nuveen ESG US Aggregate Bond ETF
NUBD
30 hedge funds and large institutions have $34.4M invested in Nuveen ESG US Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
11% more funds holding
Funds holding: 27 → 30 (+3)
5% less capital invested
Capital invested by funds: $36.2M → $34.4M (-$1.75M)
9.75% less ownership
Funds ownership: 72.79% → 63.04% (-9.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.82M |
| 2 |
BSWM
Boston Standard Wealth Management
Winchester,
Massachusetts
|
+$865K |
| 3 |
Jane Street
New York
|
+$665K |
| 4 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$642K |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$445K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$7.28M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$535K |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$358K |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$250K |
| 5 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$173K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LGWM
26
Litman Gregory Wealth Management
Larkspur,
California
| $10K | – | – | – |
|
|
PG
27
Proffitt & Goodson
Knoxville,
Tennessee
| $7K | – | – | – |
|
28
Citigroup
New York
| $6K | +$5.99K | +245 | New |
|
|
SF
29
Synovus Financial
Columbus,
Georgia
| $3K | +$3.18K | +130 | New |
|
|
ASN
30
Advisory Services Network
Atlanta,
Georgia
| $2K | – | – | – |
|
|
RCS
31
Retirement Capital Strategies
San Jose,
California
| – | -$358K | -14,769 | Closed |
|
|
BTS
32
BB&T Securities
Richmond,
Virginia
| – | -$250K | -10,336 | Closed |
|
|
MWM
33
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$173K | -7,127 | Closed |
|
NUBD Hedge Fund Activity: Q1 2019 in Review
30 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q1 2019, worth a combined $34.4M — down 4.8% from $36.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NUBD positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.82M. The largest seller was Nuveen, cutting an estimated $7.28M.
- 30 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q1 2019, up from 27 in Q4 2018.
- Funds reported $34.4M of Nuveen ESG US Aggregate Bond ETF stock for Q1 2019, down 4.8% quarter-over-quarter.
- 6 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q1 2019 and 3 closed out, a net change of +3 holders.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q1 2019 was Cambridge Investment Research Advisors, an estimated $1.82M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q1 2019 was Nuveen, an estimated $7.28M sold.
Based on aggregated 13F filings for Q1 2019.