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Nuveen ESG US Aggregate Bond ETF
NUBD

100 hedge funds and large institutions have $226M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 39

6% more capital invested

Capital invested by funds: $212M → $226M (+$13.2M)

2.31% more ownership

Funds ownership: 61.22% → 63.53% (+2.3%)

5% less funds holding

Funds holding: 105 → 100 (-5)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
100
Holders Change
-5
Holders Change %
-4.76%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
43
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$16.1M
2
KOC
Koss-Olinger Consulting
Florida
+$8.03M
3
CA
CGN Advisors
Kansas
+$2.5M
4
D
Diversified
Delaware
+$814K
5
CAG
Crestwood Advisors Group
Massachusetts
+$736K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$2.76M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.01M
3
Northern Trust
Northern Trust
Illinois
-$1.27M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.24M
5
Creative Planning
Creative Planning
Kansas
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.86M -$124K -5,748 -6%
Mariner
27
Mariner
Kansas
$1.81M +$3.18K +147 +0.2%
UBS Group
28
UBS Group
Switzerland
$1.73M +$73.6K +3,401 +4%
UB
29
UMB Bank
Missouri
$1.57M -$427K -19,720 -22%
APP
30
Avantax Planning Partners
Iowa
$1.27M -$49.4K -2,284 -4%
EA
31
Evolution Advisers
Virginia
$1.26M +$139K +6,428 +13%
AF
32
Advisornet Financial
Minnesota
$1.15M -$20K -925 -2%
AWM
33
Axxcess Wealth Management
California
$1.13M +$13.5K +625 +1%
LFG
34
Lockerman Financial Group
California
$1.11M -$155K -7,141 -12%
KMWM
35
Keudell/Morrison Wealth Management
Oregon
$1.05M -$36.7K -1,695 -3%
MWM
36
Mission Wealth Management
California
$977K +$55.1K +2,545 +6%
LGWM
37
Litman Gregory Wealth Management
California
$967K +$866 +40 +0.1%
Creative Planning
38
Creative Planning
Kansas
$966K -$1.07M -49,225 -53%
CHP
39
Cable Hill Partners
Oregon
$954K +$35.6K +1,646 +4%
CFIA
40
Cantor Fitzgerald Investment Advisors
New York
$936K +$18.3K +846 +2%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$931K +$4.39K +203 +0.5%
US Bancorp
42
US Bancorp
Minnesota
$879K -$387K -17,881 -31%
Wealthfront Advisers
43
Wealthfront Advisers
California
$850K +$70K +3,235 +9%
CI
44
CX Institutional
Indiana
$830K -$221K -10,233 -21%
D
45
Diversified
Delaware
$820K +$814K +37,596 New
Legacy Financial Group (Iowa)
46
Legacy Financial Group (Iowa)
Iowa
$809K +$17.7K +820 +2%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$767K -$225K -10,406 -23%
CAG
48
Crestwood Advisors Group
Massachusetts
$742K +$736K +34,000 New
Osaic Holdings
49
Osaic Holdings
Arizona
$730K -$926K -42,803 -56%
AF
50
Allworth Financial
California
$712K +$107K +4,929 +18%
1
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3 4 5

NUBD Hedge Fund Activity: Q2 2024 in Review

100 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q2 2024, worth a combined $226M — up 6.2% from $212M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NUBD and 6 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 43 added.

The largest buyer was Morgan Stanley, adding an estimated $16.1M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $2.76M.

  • 100 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q2 2024, down from 105 in Q1 2024.
  • Funds reported $226M of Nuveen ESG US Aggregate Bond ETF stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 6 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q2 2024 and 9 closed out, a net change of -3 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q2 2024 was Morgan Stanley, an estimated $16.1M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q2 2024 was Envestnet Portfolio Solutions, an estimated $2.76M sold.

Based on aggregated 13F filings for Q2 2024.