Nuveen ESG US Aggregate Bond ETF
NUBD
51 hedge funds and large institutions have $65.1M invested in Nuveen ESG US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 6 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 12
20% more capital invested
Capital invested by funds: $54.1M → $65.1M (+$11M)
0% more funds holding
Funds holding: 51 → 51 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
8.07% less ownership
Funds ownership: 57.18% → 49.11% (-8.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.76M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$2.32M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.17M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.52M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$968K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.04M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.18M |
| 3 |
Jane Street
New York
|
-$828K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$809K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$724K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
51
Global Retirement Partners
San Rafael,
California
| $6K | +$912 | +34 | +17% |
|
|
52
Jane Street
New York
| – | -$828K | -31,215 | Closed |
|
|
DADC
53
D.A. Davidson & Co
Great Falls,
Montana
| – | -$724K | -27,308 | Closed |
|
|
HH
54
Hilltop Holdings
Dallas,
Texas
| – | -$625K | -23,591 | Closed |
|
|
EH
55
Equitable Holdings
New York
| – | -$623K | -23,518 | Closed |
|
56
US Bancorp
Minneapolis,
Minnesota
| – | -$86K | -3,238 | Closed |
|
|
MWM
57
MBE Wealth Management
Tomah,
Wisconsin
| – | -$46K | -1,768 | Closed |
|
NUBD Hedge Fund Activity: Q2 2020 in Review
51 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q2 2020, worth a combined $65.1M — up 20% from $54.1M a quarter earlier.
Fund positioning in NUBD was balanced in Q2 2020: 6 funds opened new positions, 6 closed out, 23 added to existing stakes and 12 trimmed.
The largest buyer was UBS Group, adding an estimated $3.76M. The largest seller was Osaic Holdings, cutting an estimated $6.04M.
- 51 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $65.1M of Nuveen ESG US Aggregate Bond ETF stock for Q2 2020, up 20% quarter-over-quarter.
- 6 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q2 2020 and 6 closed out, a net change of 0 holders.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q2 2020 was UBS Group, an estimated $3.76M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q2 2020 was Osaic Holdings, an estimated $6.04M sold.
Based on aggregated 13F filings for Q2 2020.