Nuveen ESG US Aggregate Bond ETF
NUBD
30 hedge funds and large institutions have $29.3M invested in Nuveen ESG US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 4 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 3
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0% more funds holding
Funds holding: 30 → 30 (0)
13.54% less ownership
Funds ownership: 63.04% → 49.5% (-14%)
15% less capital invested
Capital invested by funds: $34.4M → $29.3M (-$5.12M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.02M |
| 2 |
LPL Financial
San Diego,
California
|
+$768K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$676K |
| 4 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$462K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$454K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$6.17M |
| 2 |
Jane Street
New York
|
-$3.35M |
| 3 |
AGA
Arkos Global Advisors
Houston,
Texas
|
-$198K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$134K |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$124K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MM
26
Main Management
San Francisco,
California
| $14K | – | – | – |
|
|
PG
27
Proffitt & Goodson
Knoxville,
Tennessee
| $7K | – | – | – |
|
28
Citigroup
New York
| $6K | – | – | – |
|
|
SF
29
Synovus Financial
Columbus,
Georgia
| $3K | – | – | – |
|
|
UB
30
UMB Bank
Kansas City,
Missouri
| $835 | +$4.74K | +190 | +0.6% |
|
|
31
Jane Street
New York
| – | -$3.35M | -134,751 | Closed |
|
|
WP
32
WealthShield Partners
Cary,
North Carolina
| – | -$124K | -4,976 | Closed |
|
|
AG
33
Advisor Group
Phoenix,
Arizona
| – | -$17K | -694 | Closed |
|
|
ASN
34
Advisory Services Network
Atlanta,
Georgia
| – | -$2K | -100 | Closed |
|
NUBD Hedge Fund Activity: Q2 2019 in Review
30 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q2 2019, worth a combined $29.3M — down 15% from $34.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NUBD positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 3 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.02M. The largest seller was Nuveen, cutting an estimated $6.17M.
- 30 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $29.3M of Nuveen ESG US Aggregate Bond ETF stock for Q2 2019, down 15% quarter-over-quarter.
- 5 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q2 2019 and 4 closed out, a net change of +1 holder.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q2 2019 was Cambridge Investment Research Advisors, an estimated $1.02M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q2 2019 was Nuveen, an estimated $6.17M sold.
Based on aggregated 13F filings for Q2 2019.