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Nuveen ESG US Aggregate Bond ETF
NUBD

71 hedge funds and large institutions have $141M invested in Nuveen ESG US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 9

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

4% more funds holding

Funds holding: 68 → 71 (+3)

3% more capital invested

Capital invested by funds: $137M → $141M (+$4.35M)

0.59% less ownership

Funds ownership: 53.56% → 52.97% (-0.59%)

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
39
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.56M
2
Citigroup
Citigroup
New York
+$2.62M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.05M
4
BWM
BerganKDV Wealth Management
Minnesota
+$1.9M
5
LGWM
Litman Gregory Wealth Management
California
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$5.86M
2
MWM
Mission Wealth Management
California
-$5.7M
3
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$2.25M
4
CA
CGN Advisors
Kansas
-$752K
5
OPS
Orion Portfolio Solutions
Nebraska
-$616K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.03M +$6.02K +230 +0.6%
Citadel Advisors
27
Citadel Advisors
Florida
$1.01M +$1.02M +38,872 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$947K +$389K +14,881 +68%
HGWM
29
Harvest Group Wealth Management
Massachusetts
$934K +$50K +1,911 +6%
KOC
30
Koss-Olinger Consulting
Florida
$915K +$387K +14,777 +72%
AF
31
Allworth Financial
California
$886K +$896K +34,234 New
DADC
32
D.A. Davidson & Co
Montana
$736K +$21.3K +813 +3%
AF
33
Advisornet Financial
Minnesota
$691K +$45.9K +1,753 +7%
MWM
34
Mission Wealth Management
California
$656K -$5.7M -218,001 -90%
HighTower Advisors
35
HighTower Advisors
Illinois
$614K – – –
PA
36
Procyon Advisors
Connecticut
$598K +$207K +7,923 +52%
GWM
37
Gitterman Wealth Management
New Jersey
$572K +$104K +3,978 +22%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$572K +$104K +3,978 +22%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$537K +$73.7K +2,818 +16%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$495K +$52.5K +2,006 +12%
SWP
41
Stratos Wealth Partners
Ohio
$453K – – –
HI
42
Harbour Investments
Wisconsin
$427K – – –
WFA
43
Wipfli Financial Advisors
Wisconsin
$425K – – –
AssetMark Inc
44
AssetMark Inc
California
$411K +$18.1K +690 +5%
MML Investors Services
45
MML Investors Services
Massachusetts
$396K +$12.1K +463 +3%
NYLIM
46
New York Life Investment Management
New York
$368K +$372K +14,217 New
VPIM
47
Vanguard Personalized Indexing Management
California
$320K +$324K +12,372 New
CCM
48
Canal Capital Management
Virginia
$318K +$30K +1,146 +10%
CFIA
49
Cantor Fitzgerald Investment Advisors
New York
$311K – – –
KAS
50
Kestra Advisory Services
Texas
$295K +$298K +11,400 New
1
2
3 4

NUBD Hedge Fund Activity: Q3 2021 in Review

71 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q3 2021, worth a combined $141M — up 3.2% from $137M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NUBD positions and 7 closed out — a net gain of 3 holders — while 39 added to existing stakes and 9 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.56M. The largest seller was UBS Group, cutting an estimated $5.86M.

  • 71 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q3 2021, up from 68 in Q2 2021.
  • Funds reported $141M of Nuveen ESG US Aggregate Bond ETF stock for Q3 2021, up 3.2% quarter-over-quarter.
  • 10 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q3 2021 and 7 closed out, a net change of +3 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $3.56M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q3 2021 was UBS Group, an estimated $5.86M sold.

Based on aggregated 13F filings for Q3 2021.