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Nuveen ESG US Aggregate Bond ETF
NUBD

105 hedge funds and large institutions have $212M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

132% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 22

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

12% more funds holding

Funds holding: 94 → 105 (+11)

1% less capital invested

Capital invested by funds: $214M → $212M (-$1.96M)

8.74% less ownership

Funds ownership: 69.96% → 61.22% (-8.7%)

Holders
105
Holders Change
+11
Holders Change %
+11.7%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
51
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.21M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.68M
3
Jane Street
Jane Street
New York
+$1.3M
4
Northern Trust
Northern Trust
Illinois
+$1.27M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.99M
2
KOC
Koss-Olinger Consulting
Florida
-$6.78M
3
Creative Planning
Creative Planning
Kansas
-$1.4M
4
CFS
CGC Financial Services
Oregon
-$1.26M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$1.97M +$1.09M +49,514 +123%
Mariner
27
Mariner
Kansas
$1.82M +$77.8K +3,542 +4%
BSWM
28
Boston Standard Wealth Management
Massachusetts
$1.78M +$121K +5,491 +7%
CA
29
CGN Advisors
Kansas
$1.69M +$158K +7,211 +10%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.68M -$1.15M -52,541 -41%
UBS Group
31
UBS Group
Switzerland
$1.67M +$131K +5,957 +8%
APP
32
Avantax Planning Partners
Iowa
$1.33M +$11K +502 +0.8%
Jane Street
33
Jane Street
New York
$1.3M +$1.3M +59,168 New
US Bancorp
34
US Bancorp
Minnesota
$1.28M +$236K +10,756 +23%
LFG
35
Lockerman Financial Group
California
$1.28M +$125K +5,687 +11%
Northern Trust
36
Northern Trust
Illinois
$1.27M +$1.27M +58,000 New
AF
37
Advisornet Financial
Minnesota
$1.17M +$25.4K +1,155 +2%
EA
38
Evolution Advisers
Virginia
$1.13M +$130K +5,902 +13%
AWM
39
Axxcess Wealth Management
California
$1.12M +$42.1K +1,916 +4%
KMWM
40
Keudell/Morrison Wealth Management
Oregon
$1.1M +$155K +7,045 +16%
CI
41
CX Institutional
Indiana
$1.06M +$134K +6,100 +14%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1M +$1M +45,561 New
LGWM
43
Litman Gregory Wealth Management
California
$973K – – –
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$933K +$57.6K +2,622 +7%
CHP
45
Cable Hill Partners
Oregon
$929K – – –
MWM
46
Mission Wealth Management
California
$928K +$97.2K +4,428 +12%
CFIA
47
Cantor Fitzgerald Investment Advisors
New York
$924K -$164K -7,456 -15%
RJA
48
Raymond James & Associates
Florida
$825K +$48.2K +2,197 +6%
Legacy Financial Group (Iowa)
49
Legacy Financial Group (Iowa)
Iowa
$797K +$796K +36,257 New
Wealthfront Advisers
50
Wealthfront Advisers
California
$785K +$55.3K +2,520 +8%
1
2
3 4 5

NUBD Hedge Fund Activity: Q1 2024 in Review

105 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q1 2024, worth a combined $212M — down 0.91% from $214M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NUBD positions and 4 closed out — a net gain of 11 holders — while 51 added to existing stakes and 22 trimmed.

The largest buyer was Bank of America, adding an estimated $3.21M. The largest seller was Morgan Stanley, cutting an estimated $9.99M.

  • 105 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q1 2024, up from 94 in Q4 2023.
  • Funds reported $212M of Nuveen ESG US Aggregate Bond ETF stock for Q1 2024, down 0.91% quarter-over-quarter.
  • 15 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q1 2024 and 4 closed out, a net change of +11 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q1 2024 was Bank of America, an estimated $3.21M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $9.99M sold.

Based on aggregated 13F filings for Q1 2024.