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Nuveen ESG US Aggregate Bond ETF
NUBD

68 hedge funds and large institutions have $137M invested in Nuveen ESG US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 12

12% more capital invested

Capital invested by funds: $122M → $137M (+$14.8M)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 69 → 68 (-1)

2.05% less ownership

Funds ownership: 55.62% → 53.56% (-2.1%)

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
38
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.26M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$1.38M
4
CG
Colony Group
Massachusetts
+$1.19M
5
Morgan Stanley
Morgan Stanley
New York
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.34M
2
LGWM
Litman Gregory Wealth Management
California
-$2.38M
3
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$1.16M
4
CI
CX Institutional
Indiana
-$531K
5
IWC
Integrated Wealth Concepts
Massachusetts
-$386K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
51
Prentice Wealth Management
New York
$100K -$4.51K -174 -4%
BAM
52
Baldrige Asset Management
Pennsylvania
$87K +$86.2K +3,325 New
BWP
53
Baldwin Wealth Partners
Massachusetts
$86K – – –
GRP
54
Global Retirement Partners
California
$60K +$7.57K +292 +15%
AWM
55
Avondale Wealth Management
Texas
$52K – – –
CFD
56
Creative Financial Designs
Indiana
$50K +$2.85K +110 +6%
US Bancorp
57
US Bancorp
Minnesota
$47K +$6.2K +239 +15%
PO
58
Private Ocean
California
$38K – – –
IA
59
IFP Advisors
Florida
$27K – – –
IWP
60
IAG Wealth Partners
Wisconsin
$24K +$3.99K +154 +20%
FPW
61
Flagship Private Wealth
Massachusetts
$22.1K +$78 +3 +0.4%
PG
62
Proffitt & Goodson
Tennessee
$9K – – –
NWM
63
Navigation Wealth Management
Colorado
$8K +$7.47K +288 +3,600%
ST
64
Smithfield Trust
Pennsylvania
$4K +$3.58K +138 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$3K +$2.67K +103 New
LGWM
66
Litman Gregory Wealth Management
California
$2.51K -$2.38M -91,889 -97%
WIM
67
Westside Investment Management
California
$18 – – –
Citadel Advisors
68
Citadel Advisors
Florida
– -$3.34M -129,335 Closed
IWC
69
Integrated Wealth Concepts
Massachusetts
– -$386K -14,935 Closed
AIC
70
Ameritas Investment Company
Nebraska
– -$28.8K -1,116 Closed
WCM
71
Wealthcare Capital Management
Virginia
– -$20K -772 Closed
Citigroup
72
Citigroup
New York
– -$12K -476 Closed
WAP
73
Wealthcare Advisory Partners
Pennsylvania
– -$8K -319 Closed
GWM
74
Geneos Wealth Management
Colorado
– -$1K -71 Closed
SFS
75
Sowell Financial Services
Arkansas
– -$1K -41 Closed
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3
4

NUBD Hedge Fund Activity: Q2 2021 in Review

68 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q2 2021, worth a combined $137M — up 12% from $122M a quarter earlier.

Fund positioning in NUBD was balanced in Q2 2021: 8 funds opened new positions, 8 closed out, 38 added to existing stakes and 12 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.34M sold.

  • 68 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q2 2021, down from 69 in Q1 2021.
  • Funds reported $137M of Nuveen ESG US Aggregate Bond ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 8 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q2 2021 and 8 closed out, a net change of 0 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $6M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $3.34M sold.

Based on aggregated 13F filings for Q2 2021.