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Nuveen ESG US Aggregate Bond ETF

69 hedge funds and large institutions have $122M invested in Nuveen ESG US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

244% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 9

33% more funds holding

Funds holding: 5269 (+17)

24% more capital invested

Capital invested by funds: $98.4M → $122M (+$23.7M)

3.14% more ownership

Funds ownership: 52.48%55.62% (+3.1%)

Holders
69
Holders Change
+17
Holders Change %
+32.69%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
31
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Prentice Wealth Management
New York
$103K +$105K +4,000 New
BWP
52
Baldwin Wealth Partners
Massachusetts
$85K
GRP
53
Global Retirement Partners
California
$52K +$43.2K +1,642 +459%
AWM
54
Avondale Wealth Management
Texas
$52K +$52.6K +2,000 New
CFD
55
Creative Financial Designs
Indiana
$47K +$47.9K +1,821 New
US Bancorp
56
US Bancorp
Minnesota
$41K
PO
57
Private Ocean
California
$38K
AIC
58
Ameritas Investment Company
Nebraska
$28.8K +$29.3K +1,116 New
IA
59
IFP Advisors
Florida
$27K +$27.1K +1,031 New
FPW
60
Flagship Private Wealth
Massachusetts
$21.7K +$53 +2 +0.2%
IWP
61
IAG Wealth Partners
Wisconsin
$20K
WCM
62
Wealthcare Capital Management
Virginia
$20K +$20.3K +772 New
Citigroup
63
Citigroup
New York
$12K
PG
64
Proffitt & Goodson
Tennessee
$9K +$789 +30 +10%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$8K +$8.39K +319 New
GWM
66
Geneos Wealth Management
Colorado
$1K -$94.4K -3,592 -98%
SFS
67
Sowell Financial Services
Arkansas
$1K
WIM
68
Westside Investment Management
California
$18
FTUS
69
Flow Traders U.S.
New York
-$1.54M -57,323 Closed
PWM
70
Perigon Wealth Management
California
-$43K -1,600 Closed
NWM
71
Navigation Wealth Management
Colorado
+$210 +8 New

NUBD Hedge Fund Activity: Q1 2021 in Review

69 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q1 2021, worth a combined $122M — up 24% from $98.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NUBD positions and 2 closed out — a net gain of 18 holders — while 31 added to existing stakes and 9 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $6.85M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.54M sold.

  • 69 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q1 2021, up from 52 in Q4 2020.
  • Funds reported $122M of Nuveen ESG US Aggregate Bond ETF stock for Q1 2021, up 24% quarter-over-quarter.
  • 20 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q1 2021 and 2 closed out, a net change of +18 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q1 2021 was Cambridge Investment Research Advisors, an estimated $6.85M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q1 2021 was Flow Traders U.S., an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2021.