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Nuveen ESG US Aggregate Bond ETF
NUBD

87 hedge funds and large institutions have $161M invested in Nuveen ESG US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

7% more funds holding

Funds holding: 81 → 87 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.53% less ownership

Funds ownership: 64.29% → 63.77% (-0.53%)

7% less capital invested

Capital invested by funds: $172M → $161M (-$11.6M)

25% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 36

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
27
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.67M
2
Bank of America
Bank of America
North Carolina
+$1.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.01M
4
Morgan Stanley
Morgan Stanley
New York
+$998K
5
KOC
Koss-Olinger Consulting
Florida
+$986K

Top Sellers

1
AWA
Aaron Wealth Advisors
Illinois
-$6.38M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.68M
3
COCM
Charter Oak Capital Management
New Hampshire
-$855K
4
MIAN
Mariner Independent Advisor Network
Kansas
-$754K
5
EA
Evolution Advisers
Virginia
-$724K
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$369K -$80K -3,459 -18%
CF
52
Cantor Fitzgerald
New York
$354K +$358K +15,489 New
AGA
53
Arkos Global Advisors
Texas
$272K +$275K +11,902 New
GWM
54
Grand Wealth Management
Michigan
$262K +$265K +11,463 New
OPS
55
Orion Portfolio Solutions
Nebraska
$259K +$262K +11,326 New
KAS
56
Kestra Advisory Services
Texas
$250K +$21.1K +914 +9%
AWA
57
Aaron Wealth Advisors
Illinois
$246K -$6.38M -275,963 -96%
CWM
58
Congress Wealth Management
Massachusetts
$240K -$158K -6,821 -39%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$230K -$14.9K -646 -6%
APA
60
American Portfolios Advisors
New York
$230K -$9.2K -398 -4%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$218K -$5.39K -233 -2%
IWC
62
Integrated Wealth Concepts
Massachusetts
$217K +$10.9K +471 +5%
SG
63
Stonnington Group
California
$212K – – –
CA
64
CGN Advisors
Kansas
$210K +$212K +9,163 New
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$204K +$206K +8,905 New
PTC
66
Private Trust Company
Ohio
$166K +$168K +7,250 New
EWA
67
EverSource Wealth Advisors
Alabama
$164K +$1.53K +66 +0.9%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$119K +$23 +1 +0%
US Bancorp
69
US Bancorp
Minnesota
$110K – – –
AF
70
Allworth Financial
California
$102K -$260K -11,239 -72%
GRP
71
Global Retirement Partners
California
$87K +$555 +24 +0.6%
IWP
72
IAG Wealth Partners
Wisconsin
$77K +$37.6K +1,628 +93%
BAM
73
Baldrige Asset Management
Pennsylvania
$76K – – –
Wells Fargo
74
Wells Fargo
California
$75K +$76.3K +3,299 +329,900%
IA
75
IFP Advisors
Florida
$36K – – –
1 2
3
4

NUBD Hedge Fund Activity: Q2 2022 in Review

87 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q2 2022, worth a combined $161M — down 6.7% from $172M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NUBD positions and 6 closed out — a net gain of 7 holders — while 27 added to existing stakes and 36 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.67M. The largest seller was Aaron Wealth Advisors, cutting an estimated $6.38M.

  • 87 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q2 2022, up from 81 in Q1 2022.
  • Funds reported $161M of Nuveen ESG US Aggregate Bond ETF stock for Q2 2022, down 6.7% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q2 2022 and 6 closed out, a net change of +7 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q2 2022 was Citadel Advisors, an estimated $2.67M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2022.