Nuveen ESG US Aggregate Bond ETF
NUBD
86 hedge funds and large institutions have $168M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 7 closing their positions.
96% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 23
1.28% more ownership
Funds ownership: 63.08% → 64.36% (+1.3%)
2% more capital invested
Capital invested by funds: $165M → $168M (+$3.83M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 90 → 86 (-4)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
+$1.24M |
| 2 |
Morgan Stanley
New York
|
+$1.17M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$914K |
| 4 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$819K |
| 5 |
NYLIM
New York Life Investment Management
New York
|
+$761K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.21M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.04M |
| 3 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$669K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$416K |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$398K |
NUBD Hedge Fund Activity: Q2 2023 in Review
86 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q2 2023, worth a combined $168M — up 2.3% from $165M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of NUBD and 6 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 45 added.
The largest buyer was BerganKDV Wealth Management, adding an estimated $1.24M. The largest seller was Royal Bank of Canada, cutting an estimated $1.21M.
- 86 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q2 2023, down from 90 in Q1 2023.
- Funds reported $168M of Nuveen ESG US Aggregate Bond ETF stock for Q2 2023, up 2.3% quarter-over-quarter.
- 6 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q2 2023 and 7 closed out, a net change of -1 holder.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q2 2023 was BerganKDV Wealth Management, an estimated $1.24M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $1.21M sold.
Based on aggregated 13F filings for Q2 2023.