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Nuveen ESG US Aggregate Bond ETF
NUBD

69 hedge funds and large institutions have $122M invested in Nuveen ESG US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

244% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 9

33% more funds holding

Funds holding: 52 → 69 (+17)

24% more capital invested

Capital invested by funds: $98.4M → $122M (+$23.7M)

3.14% more ownership

Funds ownership: 52.48% → 55.62% (+3.1%)

Holders
69
Holders Change
+17
Holders Change %
+32.69%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
31
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.85M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.51M
3
PAS
Park Avenue Securities
New York
+$2.75M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.57M
5
MWM
Mission Wealth Management
California
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1.54M
2
FPF
First Pacific Financial
Washington
-$562K
3
MML Investors Services
MML Investors Services
Massachusetts
-$214K
4
CA
CGN Advisors
Kansas
-$196K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$118K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$699K +$712K +27,082 New
OPS
27
Orion Portfolio Solutions
Nebraska
$675K +$134K +5,101 +24%
AF
28
Advisornet Financial
Minnesota
$599K +$34.4K +1,309 +6%
Morgan Stanley
29
Morgan Stanley
New York
$576K +$581K +22,081 +10,270%
KLI
30
Kelman-Lazarov Inc
Tennessee
$520K +$529K +20,122 New
HI
31
Harbour Investments
Wisconsin
$516K +$525K +19,968 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$480K +$68.4K +2,602 +16%
AssetMark Inc
33
AssetMark Inc
California
$478K +$74.7K +2,842 +18%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$463K +$472K +17,948 New
HighTower Advisors
35
HighTower Advisors
Illinois
$461K +$25.9K +986 +6%
SWP
36
Stratos Wealth Partners
Ohio
$452K -$44.9K -1,707 -9%
HGWM
37
Harvest Group Wealth Management
Massachusetts
$446K +$216K +8,220 +92%
WFA
38
Wipfli Financial Advisors
Wisconsin
$424K +$432K +16,426 New
IWC
39
Integrated Wealth Concepts
Massachusetts
$386K +$68K +2,586 +21%
KOC
40
Koss-Olinger Consulting
Florida
$376K +$383K +14,553 New
MML Investors Services
41
MML Investors Services
Massachusetts
$347K -$214K -8,122 -38%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$318K +$324K +12,321 New
CCM
43
Canal Capital Management
Virginia
$279K +$284K +10,812 New
PAG
44
Pinnacle Advisory Group
Maryland
$266K +$68.8K +2,617 +34%
SG
45
Stonnington Group
California
$258K +$263K +10,000 New
CFIA
46
Cantor Fitzgerald Investment Advisors
New York
$237K – – –
RJA
47
Raymond James & Associates
Florida
$213K -$46.2K -1,756 -18%
APA
48
American Portfolios Advisors
New York
$202K +$205K +7,807 New
WP
49
WealthShield Partners
North Carolina
$128K +$131K +4,976 New
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$109K – – –
1
2
3

NUBD Hedge Fund Activity: Q1 2021 in Review

69 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q1 2021, worth a combined $122M — up 24% from $98.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NUBD positions and 2 closed out — a net gain of 18 holders — while 31 added to existing stakes and 9 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $6.85M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.54M sold.

  • 69 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q1 2021, up from 52 in Q4 2020.
  • Funds reported $122M of Nuveen ESG US Aggregate Bond ETF stock for Q1 2021, up 24% quarter-over-quarter.
  • 20 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q1 2021 and 2 closed out, a net change of +18 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q1 2021 was Cambridge Investment Research Advisors, an estimated $6.85M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q1 2021 was Flow Traders U.S., an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2021.