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Nuveen ESG US Aggregate Bond ETF
NUBD

104 hedge funds and large institutions have $275M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

22% more capital invested

Capital invested by funds: $226M → $275M (+$49.1M)

4.08% more ownership

Funds ownership: 63.53% → 67.61% (+4.1%)

4% more funds holding

Funds holding: 100 → 104 (+4)

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
47
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPF
First Pacific Financial
Washington
+$20.1M
2
Morgan Stanley
Morgan Stanley
New York
+$3.64M
3
SAG
SageView Advisory Group
California
+$2.39M
4
RCS
Retirement Capital Strategies
California
+$2.38M
5
CA
CGN Advisors
Kansas
+$1.7M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.61M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.17M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$767K
4
CAG
Crestwood Advisors Group
Massachusetts
-$742K
5
WWA
WCG Wealth Advisors
Nevada
-$714K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCS
26
Retirement Capital Strategies
California
$2.42M +$2.38M +106,388 New
ML
27
Mayport LLC
Massachusetts
$2.14M – – –
UB
28
UMB Bank
Missouri
$2.13M +$493K +22,014 +31%
BSWM
29
Boston Standard Wealth Management
Massachusetts
$2.06M +$59.3K +2,649 +3%
UBS Group
30
UBS Group
Switzerland
$1.93M +$124K +5,537 +7%
Mariner
31
Mariner
Kansas
$1.89M +$7.96K +356 +0.4%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.81M -$125K -5,586 -7%
PWM
33
Perigon Wealth Management
California
$1.47M +$1.45M +64,958 New
EA
34
Evolution Advisers
Virginia
$1.41M +$96.9K +4,329 +8%
Wells Fargo
35
Wells Fargo
California
$1.4M +$1.38M +61,697 New
Citadel Advisors
36
Citadel Advisors
Florida
$1.33M +$1.31M +58,371 New
FTUS
37
Flow Traders U.S.
New York
$1.32M +$1.3M +58,180 New
AF
38
Advisornet Financial
Minnesota
$1.19M – – –
AWM
39
Axxcess Wealth Management
California
$1.17M -$7.72K -345 -0.7%
LFG
40
Lockerman Financial Group
California
$1.16M – – –
Creative Planning
41
Creative Planning
Kansas
$1.01M – – –
CHP
42
Cable Hill Partners
Oregon
$969K -$23.2K -1,038 -2%
MWM
43
Mission Wealth Management
California
$962K -$54.5K -2,434 -5%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$935K -$33.1K -1,478 -3%
US Bancorp
45
US Bancorp
Minnesota
$921K +$6.04K +270 +0.7%
CFIA
46
Cantor Fitzgerald Investment Advisors
New York
$919K -$54.1K -2,418 -6%
JP Morgan Chase
47
JP Morgan Chase
New York
$867K +$127K +5,659 +17%
Wealthfront Advisers
48
Wealthfront Advisers
California
$867K -$17.6K -787 -2%
CI
49
CX Institutional
Indiana
$864K +$134 +6 +0%
Legacy Financial Group (Iowa)
50
Legacy Financial Group (Iowa)
Iowa
$854K +$12K +538 +1%
1
2
3 4 5

NUBD Hedge Fund Activity: Q3 2024 in Review

104 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q3 2024, worth a combined $275M — up 22% from $226M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NUBD positions and 9 closed out — a net gain of 5 holders — while 47 added to existing stakes and 32 trimmed.

The largest buyer was First Pacific Financial, adding an estimated $20.1M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.61M.

  • 104 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q3 2024, up from 100 in Q2 2024.
  • Funds reported $275M of Nuveen ESG US Aggregate Bond ETF stock for Q3 2024, up 22% quarter-over-quarter.
  • 14 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q3 2024 and 9 closed out, a net change of +5 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q3 2024 was First Pacific Financial, an estimated $20.1M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q3 2024 was Cambridge Investment Research Advisors, an estimated $2.61M sold.

Based on aggregated 13F filings for Q3 2024.