Nuveen ESG US Aggregate Bond ETF
NUBD
81 hedge funds and large institutions have $172M invested in Nuveen ESG US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 5 closing their positions.
65% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 23
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
8% more capital invested
Capital invested by funds: $159M → $172M (+$13M)
3% more funds holding
Funds holding: 79 → 81 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.04% less ownership
Funds ownership: 65.33% → 64.29% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$6.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.95M |
| 3 |
Morgan Stanley
New York
|
+$2.9M |
| 4 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$2.08M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Castleview Partners
Dallas,
Texas
|
-$10.6M |
| 2 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$1.93M |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$1.17M |
| 4 |
Jane Street
New York
|
-$1.12M |
| 5 |
FPF
First Pacific Financial
Vancouver,
Washington
|
-$1.11M |
NUBD Hedge Fund Activity: Q1 2022 in Review
81 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q1 2022, worth a combined $172M — up 8.1% from $159M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NUBD positions and 5 closed out — a net gain of 3 holders — while 38 added to existing stakes and 23 trimmed.
The largest buyer was Aaron Wealth Advisors, adding an estimated $6.8M. The largest seller was Castleview Partners, cutting an estimated $10.6M.
- 81 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q1 2022, up from 79 in Q4 2021.
- Funds reported $172M of Nuveen ESG US Aggregate Bond ETF stock for Q1 2022, up 8.1% quarter-over-quarter.
- 8 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q1 2022 and 5 closed out, a net change of +3 holders.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $6.8M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q1 2022 was Castleview Partners, an estimated $10.6M sold.
Based on aggregated 13F filings for Q1 2022.