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Nuveen ESG US Aggregate Bond ETF
NUBD

52 hedge funds and large institutions have $98.4M invested in Nuveen ESG US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 7

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

25% more capital invested

Capital invested by funds: $78.6M → $98.4M (+$19.8M)

13% more funds holding

Funds holding: 46 → 52 (+6)

4.67% more ownership

Funds ownership: 47.81% → 52.48% (+4.7%)

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$10M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.75M
3
FTUS
Flow Traders U.S.
New York
+$1.54M
4
CG
Colony Group
Massachusetts
+$1.08M
5
Osaic Holdings
Osaic Holdings
Arizona
+$988K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.49M
2
Bank of America
Bank of America
North Carolina
-$2.11M
3
CI
CX Institutional
Indiana
-$388K
4
AGA
Arkos Global Advisors
Texas
-$352K
5
VPIM
Vanguard Personalized Indexing Management
California
-$285K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$577K -$76.4K -2,848 -12%
OPS
27
Orion Portfolio Solutions
Nebraska
$564K +$116K +4,310 +26%
SWP
28
Stratos Wealth Partners
Ohio
$515K +$17.8K +663 +4%
HighTower Advisors
29
HighTower Advisors
Illinois
$451K +$41.6K +1,550 +10%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$429K -$8.37K -312 -2%
AssetMark Inc
31
AssetMark Inc
California
$420K – – –
IWC
32
Integrated Wealth Concepts
Massachusetts
$331K +$89.3K +3,330 +37%
RJA
33
Raymond James & Associates
Florida
$268K +$36.5K +1,360 +16%
HGWM
34
Harvest Group Wealth Management
Massachusetts
$240K +$9.9K +369 +4%
CFIA
35
Cantor Fitzgerald Investment Advisors
New York
$237K -$161 -6 -0.1%
PAG
36
Pinnacle Advisory Group
Maryland
$206K +$207K +7,704 New
BWM
37
BerganKDV Wealth Management
Minnesota
$152K – – –
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$113K +$1.31K +49 +1%
GWM
39
Geneos Wealth Management
Colorado
$92K +$98.3K +3,663 New
BWP
40
Baldwin Wealth Partners
Massachusetts
$88K – – –
PWM
41
Perigon Wealth Management
California
$43K +$42.9K +1,600 New
US Bancorp
42
US Bancorp
Minnesota
$42K +$42.2K +1,574 New
PO
43
Private Ocean
California
$39K – – –
FPW
44
Flagship Private Wealth
Massachusetts
$22.4K +$22.5K +839 New
IWP
45
IAG Wealth Partners
Wisconsin
$21K – – –
WEC
46
Winslow Evans & Crocker
Massachusetts
$19K +$18.8K +700 New
Citigroup
47
Citigroup
New York
$13K – – –
GRP
48
Global Retirement Partners
California
$10K – – –
PG
49
Proffitt & Goodson
Tennessee
$8K – – –
Morgan Stanley
50
Morgan Stanley
New York
$6K +$5.77K +215 New
1
2
3

NUBD Hedge Fund Activity: Q4 2020 in Review

52 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q4 2020, worth a combined $98.4M — up 25% from $78.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NUBD positions and 5 closed out — a net gain of 7 holders — while 25 added to existing stakes and 7 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $10M. The largest seller was Jane Street, exiting entirely with an estimated $2.49M sold.

  • 52 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q4 2020, up from 46 in Q3 2020.
  • Funds reported $98.4M of Nuveen ESG US Aggregate Bond ETF stock for Q4 2020, up 25% quarter-over-quarter.
  • 12 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q4 2020 and 5 closed out, a net change of +7 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q4 2020 was Cambridge Investment Research Advisors, an estimated $10M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q4 2020 was Jane Street, an estimated $2.49M sold.

Based on aggregated 13F filings for Q4 2020.