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Nuveen ESG US Aggregate Bond ETF
NUBD

82 hedge funds and large institutions have $152M invested in Nuveen ESG US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

0.8% more ownership

Funds ownership: 63.77% → 64.56% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 87 → 82 (-5)

6% less capital invested

Capital invested by funds: $161M → $152M (-$9.29M)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
82
Holders Change
-5
Holders Change %
-5.75%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
35
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.49M
2
FANJ
Financial Architects (New Jersey)
New Jersey
+$2.12M
3
OMC
Old Mission Capital
Illinois
+$1.79M
4
SHJ
Sharkey, Howes & Javer
Colorado
+$1.03M
5
AF
Advisornet Financial
Minnesota
+$570K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.86M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.07M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.23M
4
UBS Group
UBS Group
Switzerland
-$1.06M
5
Jane Street
Jane Street
New York
-$951K
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$347K – – –
CF
52
Cantor Fitzgerald
New York
$347K +$12.7K +558 +4%
LA
53
LexAurum Advisors
Kansas
$275K +$289K +12,696 New
APA
54
American Portfolios Advisors
New York
$262K +$46.6K +2,051 +20%
KAS
55
Kestra Advisory Services
Texas
$238K +$1.36K +60 +0.5%
AWA
56
Aaron Wealth Advisors
Illinois
$233K – – –
AGA
57
Arkos Global Advisors
Texas
$231K -$28K -1,233 -10%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$226K +$9.53K +419 +4%
CA
59
CGN Advisors
Kansas
$215K +$17.6K +774 +8%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$207K – – –
IWC
61
Integrated Wealth Concepts
Massachusetts
$205K – – –
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$204K +$11.5K +506 +6%
CWM
63
Congress Wealth Management
Massachusetts
$201K -$27.6K -1,212 -12%
PTC
64
Private Trust Company
Ohio
$157K – – –
EWA
65
EverSource Wealth Advisors
Alabama
$157K +$1.21K +53 +0.7%
US Bancorp
66
US Bancorp
Minnesota
$104K – – –
AF
67
Allworth Financial
California
$79K -$18.4K -811 -18%
GRP
68
Global Retirement Partners
California
$79K -$2.73K -120 -3%
Wells Fargo
69
Wells Fargo
California
$71K +$23 +1 +0%
IWP
70
IAG Wealth Partners
Wisconsin
$69K -$4.59K -202 -6%
BAM
71
Baldrige Asset Management
Pennsylvania
$66K -$6.64K -292 -9%
IA
72
IFP Advisors
Florida
$36K – – –
BWP
73
Baldwin Wealth Partners
Massachusetts
$20K – – –
CFD
74
Creative Financial Designs
Indiana
$17K +$6.37K +280 +54%
Franklin Resources
75
Franklin Resources
California
$13K – – –
1 2
3
4

NUBD Hedge Fund Activity: Q3 2022 in Review

82 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q3 2022, worth a combined $152M — down 5.8% from $161M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NUBD and 6 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 35 added.

The largest buyer was Morgan Stanley, adding an estimated $2.49M. The largest seller was Envestnet Asset Management, cutting an estimated $3.86M.

  • 82 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q3 2022, down from 87 in Q2 2022.
  • Funds reported $152M of Nuveen ESG US Aggregate Bond ETF stock for Q3 2022, down 5.8% quarter-over-quarter.
  • 6 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q3 2022 and 11 closed out, a net change of -5 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $2.49M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $3.86M sold.

Based on aggregated 13F filings for Q3 2022.