Nuveen ESG US Aggregate Bond ETF
NUBD
87 hedge funds and large institutions have $161M invested in Nuveen ESG US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
7% more funds holding
Funds holding: 81 → 87 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.53% less ownership
Funds ownership: 64.29% → 63.77% (-0.53%)
7% less capital invested
Capital invested by funds: $172M → $161M (-$11.6M)
25% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.67M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.01M |
| 4 |
Morgan Stanley
New York
|
+$998K |
| 5 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$986K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
-$6.38M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.68M |
| 3 |
COCM
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
-$855K |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$754K |
| 5 |
EA
Evolution Advisers
Richmond,
Virginia
|
-$724K |
NUBD Hedge Fund Activity: Q2 2022 in Review
87 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q2 2022, worth a combined $161M — down 6.7% from $172M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new NUBD positions and 6 closed out — a net gain of 7 holders — while 27 added to existing stakes and 36 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $2.67M. The largest seller was Aaron Wealth Advisors, cutting an estimated $6.38M.
- 87 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q2 2022, up from 81 in Q1 2022.
- Funds reported $161M of Nuveen ESG US Aggregate Bond ETF stock for Q2 2022, down 6.7% quarter-over-quarter.
- 13 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q2 2022 and 6 closed out, a net change of +7 holders.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q2 2022 was Citadel Advisors, an estimated $2.67M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $6.38M sold.
Based on aggregated 13F filings for Q2 2022.