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Nuveen ESG US Aggregate Bond ETF
NUBD

90 hedge funds and large institutions have $165M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 18

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

8% more funds holding

Funds holding: 83 → 90 (+7)

6% more capital invested

Capital invested by funds: $156M → $165M (+$8.85M)

1.12% less ownership

Funds ownership: 64.2% → 63.08% (-1.1%)

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
48
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$3.29M
2
Morgan Stanley
Morgan Stanley
New York
+$1.85M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.21M
4
CF
Cantor Fitzgerald
New York
+$1.09M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$5.73M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.54M
3
LPL Financial
LPL Financial
California
-$1.01M
4
LGWM
Litman Gregory Wealth Management
California
-$801K
5
BSWM
Boston Standard Wealth Management
Massachusetts
-$289K
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
26
Lockerman Financial Group
California
$1.34M -$33.7K -1,524 -2%
APP
27
Avantax Planning Partners
Iowa
$1.34M +$138K +6,239 +12%
UBS Group
28
UBS Group
Switzerland
$1.23M -$5.73M -258,725 -83%
WCFA
29
Walkner Condon Financial Advisors
Wisconsin
$1.22M +$162K +7,314 +15%
GWM
30
Gitterman Wealth Management
New Jersey
$1.18M +$138K +6,227 +13%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$1.18M +$138K +6,227 +13%
Wealthfront Advisers
32
Wealthfront Advisers
California
$1.11M +$104K +4,691 +10%
PA
33
Procyon Advisors
Connecticut
$1.06M +$8.02K +362 +0.8%
US Bancorp
34
US Bancorp
Minnesota
$1.05M -$194K -8,776 -16%
AF
35
Advisornet Financial
Minnesota
$1.04M -$144K -6,503 -12%
Citadel Advisors
36
Citadel Advisors
Florida
$1.04M +$1.03M +46,551 New
EA
37
Evolution Advisers
Virginia
$946K +$12K +542 +1%
PAG
38
Private Advisor Group
New Jersey
$940K +$61K +2,753 +7%
RJA
39
Raymond James & Associates
Florida
$899K +$131K +5,905 +17%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$885K +$207K +9,359 +31%
SOAG
41
Silver Oak Advisory Group
Oregon
$821K +$16.9K +765 +2%
KMWM
42
Keudell/Morrison Wealth Management
Oregon
$821K +$813K +36,720 New
GWM
43
Grand Wealth Management
Michigan
$820K +$813K +36,700 New
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$811K +$34K +1,536 +4%
Legacy Financial Group (Iowa)
45
Legacy Financial Group (Iowa)
Iowa
$720K -$642 -29 -0.1%
MWM
46
Mission Wealth Management
California
$686K +$24.3K +1,098 +4%
SFP
47
Sandbox Financial Partners
Maryland
$642K -$108K -4,884 -15%
OIA
48
OneDigital Investment Advisors
Kansas
$488K -$1.48K -67 -0.3%
KLI
49
Kelman-Lazarov Inc
Tennessee
$420K +$23.9K +1,079 +6%
TF
50
TimeScale Financial
Massachusetts
$396K +$392K +17,724 New
1
2
3 4

NUBD Hedge Fund Activity: Q1 2023 in Review

90 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q1 2023, worth a combined $165M — up 5.7% from $156M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NUBD positions and 6 closed out — a net gain of 7 holders — while 48 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.29M. The largest seller was UBS Group, cutting an estimated $5.73M.

  • 90 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q1 2023, up from 83 in Q4 2022.
  • Funds reported $165M of Nuveen ESG US Aggregate Bond ETF stock for Q1 2023, up 5.7% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q1 2023 and 6 closed out, a net change of +7 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $3.29M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q1 2023 was UBS Group, an estimated $5.73M sold.

Based on aggregated 13F filings for Q1 2023.