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Nuveen ESG US Aggregate Bond ETF
NUBD

94 hedge funds and large institutions have $214M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $170M → $214M (+$44M)

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

7.17% more ownership

Funds ownership: 62.78% → 69.96% (+7.2%)

4% more funds holding

Funds holding: 90 → 94 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
37
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$16.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.18M
3
Bank of America
Bank of America
North Carolina
+$6.2M
4
CCM
Colorado Capital Management
Colorado
+$2.31M
5
ML
Mayport LLC
Massachusetts
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
SAG
SageView Advisory Group
California
-$2.06M
2
Jane Street
Jane Street
New York
-$2.02M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.95M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.13M
5
CF
Cantor Fitzgerald
New York
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$2.09M +$248K +11,611 +14%
UB
27
UMB Bank
Missouri
$2.06M -$167K -7,836 -8%
Mariner
28
Mariner
Kansas
$1.77M +$8.05K +377 +0.5%
BSWM
29
Boston Standard Wealth Management
Massachusetts
$1.59M – – –
UBS Group
30
UBS Group
Switzerland
$1.56M -$499K -23,383 -25%
CA
31
CGN Advisors
Kansas
$1.55M +$474K +22,214 +47%
APP
32
Avantax Planning Partners
Iowa
$1.34M -$66.9K -3,133 -5%
PA
33
Procyon Advisors
Connecticut
$1.33M +$171K +8,002 +15%
GWM
34
Gitterman Wealth Management
New Jersey
$1.32M +$6.83K +320 +0.5%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$1.32M +$6.83K +320 +0.5%
CFS
36
CGC Financial Services
Oregon
$1.3M +$1.25M +58,511 New
LFG
37
Lockerman Financial Group
California
$1.17M -$11.4K -533 -1%
AF
38
Advisornet Financial
Minnesota
$1.16M +$121K +5,653 +12%
CFIA
39
Cantor Fitzgerald Investment Advisors
New York
$1.1M +$1.06M +49,508 New
AWM
40
Axxcess Wealth Management
California
$1.1M +$452K +21,165 +75%
US Bancorp
41
US Bancorp
Minnesota
$1.06M +$12.7K +596 +1%
EA
42
Evolution Advisers
Virginia
$1M – – –
LGWM
43
Litman Gregory Wealth Management
California
$986K +$155K +7,285 +20%
KMWM
44
Keudell/Morrison Wealth Management
Oregon
$954K -$7.04K -330 -0.8%
CI
45
CX Institutional
Indiana
$939K -$516K -24,189 -36%
CHP
46
Cable Hill Partners
Oregon
$929K +$45.1K +2,112 +5%
JP Morgan Chase
47
JP Morgan Chase
New York
$895K +$608K +28,498 +243%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$887K +$369K +17,288 +77%
MWM
49
Mission Wealth Management
California
$842K +$58.9K +2,758 +8%
RJA
50
Raymond James & Associates
Florida
$787K -$12.8K -601 -2%
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NUBD Hedge Fund Activity: Q4 2023 in Review

94 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q4 2023, worth a combined $214M — up 26% from $170M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NUBD positions and 12 closed out — a net gain of 5 holders — while 37 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.6M. The largest seller was SageView Advisory Group, exiting entirely with an estimated $2.06M sold.

  • 94 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q4 2023, up from 90 in Q3 2023.
  • Funds reported $214M of Nuveen ESG US Aggregate Bond ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 17 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q4 2023 and 12 closed out, a net change of +5 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $16.6M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q4 2023 was SageView Advisory Group, an estimated $2.06M sold.

Based on aggregated 13F filings for Q4 2023.