Nuveen ESG US Aggregate Bond ETF
NUBD
82 hedge funds and large institutions have $152M invested in Nuveen ESG US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 11 closing their positions.
59% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 22
0.8% more ownership
Funds ownership: 63.77% → 64.56% (+0.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 87 → 82 (-5)
6% less capital invested
Capital invested by funds: $161M → $152M (-$9.29M)
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.49M |
| 2 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$2.12M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.79M |
| 4 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$1.03M |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$570K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.86M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.07M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.23M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.06M |
| 5 |
Jane Street
New York
|
-$951K |
NUBD Hedge Fund Activity: Q3 2022 in Review
82 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q3 2022, worth a combined $152M — down 5.8% from $161M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of NUBD and 6 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 35 added.
The largest buyer was Morgan Stanley, adding an estimated $2.49M. The largest seller was Envestnet Asset Management, cutting an estimated $3.86M.
- 82 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q3 2022, down from 87 in Q2 2022.
- Funds reported $152M of Nuveen ESG US Aggregate Bond ETF stock for Q3 2022, down 5.8% quarter-over-quarter.
- 6 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q3 2022 and 11 closed out, a net change of -5 holders.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $2.49M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $3.86M sold.
Based on aggregated 13F filings for Q3 2022.