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Nuveen ESG US Aggregate Bond ETF

79 hedge funds and large institutions have $159M invested in Nuveen ESG US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 13

13% more capital invested

Capital invested by funds: $141M → $159M (+$18.2M)

12.36% more ownership

Funds ownership: 52.97%65.33% (+12%)

11% more funds holding

Funds holding: 7179 (+8)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
39
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Canal Capital Management
Virginia
$315K
AWA
52
Aaron Wealth Advisors
Illinois
$305K +$306K +11,888 New
Wealthfront Advisers
53
Wealthfront Advisers
California
$303K +$305K +11,823 New
WFA
54
Wipfli Financial Advisors
Wisconsin
$237K -$185K -7,196 -44%
SG
55
Stonnington Group
California
$236K
APA
56
American Portfolios Advisors
New York
$235K +$13.1K +509 +6%
KAS
57
Kestra Advisory Services
Texas
$235K -$57.5K -2,232 -20%
RJA
58
Raymond James & Associates
Florida
$225K
IWC
59
Integrated Wealth Concepts
Massachusetts
$204K +$206 +8 +0.1%
FIA
60
Foundations Investment Advisors
Arizona
$204K +$208K +8,052 New
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$130K
US Bancorp
62
US Bancorp
Minnesota
$123K +$57.7K +2,238 +87%
BAM
63
Baldrige Asset Management
Pennsylvania
$85K
CFD
64
Creative Financial Designs
Indiana
$57K -$387 -15 -0.7%
AWM
65
Avondale Wealth Management
Texas
$51K
EWA
66
EverSource Wealth Advisors
Alabama
$51K +$51.2K +1,985 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$47K +$7.73K +300 +19%
PO
68
Private Ocean
California
$38K
BWP
69
Baldwin Wealth Partners
Massachusetts
$33K
Franklin Resources
70
Franklin Resources
California
$30K +$30.4K +1,180 New
IA
71
IFP Advisors
Florida
$26K
IWP
72
IAG Wealth Partners
Wisconsin
$24K
CP
73
Castleview Partners
Texas
$17.7K +$11.7M +455,133 New
PG
74
Proffitt & Goodson
Tennessee
$10K +$1.03K +40 +12%
SFM
75
Signet Financial Management
New Jersey
$10K +$10.3K +400 New

NUBD Hedge Fund Activity: Q4 2021 in Review

79 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q4 2021, worth a combined $159M — up 13% from $141M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NUBD positions and 3 closed out — a net gain of 9 holders — while 39 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $4.93M. The largest seller was Citigroup, exiting entirely with an estimated $2.59M sold.

  • 79 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q4 2021, up from 71 in Q3 2021.
  • Funds reported $159M of Nuveen ESG US Aggregate Bond ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 12 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q4 2021 and 3 closed out, a net change of +9 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q4 2021 was Jane Street, an estimated $4.93M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q4 2021 was Citigroup, an estimated $2.59M sold.

Based on aggregated 13F filings for Q4 2021.