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Nuveen ESG US Aggregate Bond ETF

51 hedge funds and large institutions have $65.1M invested in Nuveen ESG US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

20% more capital invested

Capital invested by funds: $54.1M → $65.1M (+$11M)

0% more funds holding

Funds holding: 5151 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

8.07% less ownership

Funds ownership: 57.18%49.11% (-8.1%)

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
23
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$431K +$33.6K +1,254 +9%
SWP
27
Stratos Wealth Partners
Ohio
$415K +$18.5K +688 +5%
AGA
28
Arkos Global Advisors
Texas
$409K +$406K +15,130 New
HighTower Advisors
29
HighTower Advisors
Illinois
$355K +$6.46K +241 +2%
IWC
30
Integrated Wealth Concepts
Massachusetts
$340K +$337K +12,554 New
CFIA
31
Cantor Fitzgerald Investment Advisors
New York
$239K +$33.6K +1,253 +17%
RJA
32
Raymond James & Associates
Florida
$234K
CCM
33
Canal Capital Management
Virginia
$228K -$44.3K -1,651 -16%
OPS
34
Orion Portfolio Solutions
Nebraska
$228K +$136K +5,087 +152%
WP
35
WealthShield Partners
North Carolina
$135K
PA
36
Procyon Advisors
Connecticut
$121K +$53.2K +1,983 +80%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$113K
BWP
38
Baldwin Wealth Partners
Massachusetts
$89K
PAG
39
Private Advisor Group
New Jersey
$81K +$79.9K +2,978 New
PO
40
Private Ocean
California
$39K
SFS
41
Sowell Financial Services
Arkansas
$33K -$13.1K -490 -29%
HGWM
42
Harvest Group Wealth Management
Massachusetts
$28K -$2.98K -111 -9%
IWP
43
IAG Wealth Partners
Wisconsin
$23K -$16.2K -604 -42%
FHA
44
Flagship Harbor Advisors
Massachusetts
$21K
FANJ
45
Financial Architects (New Jersey)
New Jersey
$16K
Citigroup
46
Citigroup
New York
$13K
CAN
47
Cetera Advisor Networks
California
$13K +$12.5K +466 New
LFG
48
LifePlan Financial Group
Ohio
$12K
SF
49
Synovus Financial
Georgia
$8K -$4.69K -175 -36%
PG
50
Proffitt & Goodson
Tennessee
$8K

NUBD Hedge Fund Activity: Q2 2020 in Review

51 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q2 2020, worth a combined $65.1M — up 20% from $54.1M a quarter earlier.

Fund positioning in NUBD was balanced in Q2 2020: 6 funds opened new positions, 6 closed out, 23 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $3.76M. The largest seller was Osaic Holdings, cutting an estimated $6.04M.

  • 51 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $65.1M of Nuveen ESG US Aggregate Bond ETF stock for Q2 2020, up 20% quarter-over-quarter.
  • 6 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q2 2020 and 6 closed out, a net change of 0 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q2 2020 was UBS Group, an estimated $3.76M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q2 2020 was Osaic Holdings, an estimated $6.04M sold.

Based on aggregated 13F filings for Q2 2020.