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Nuveen ESG US Aggregate Bond ETF

90 hedge funds and large institutions have $165M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 18

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more funds holding

Funds holding: 8390 (+7)

6% more capital invested

Capital invested by funds: $156M → $165M (+$8.85M)

1.12% less ownership

Funds ownership: 64.2%63.08% (-1.1%)

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
48
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAFP
51
Vahanian & Associates Financial Planning
New York
$373K +$3.59K +162 +1%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$363K +$4.01K +181 +1%
DADC
53
D.A. Davidson & Co
Montana
$358K
LA
54
LexAurum Advisors
Kansas
$342K +$35.6K +1,607 +12%
SWP
55
Stratos Wealth Partners
Ohio
$328K -$6.64K -300 -2%
BFP
56
Beacon Financial Planning
Massachusetts
$315K
CA
57
Continuum Advisory
Idaho
$292K +$40.4K +1,825 +16%
AF
58
Allworth Financial
California
$278K +$6.6K +298 +2%
MML Investors Services
59
MML Investors Services
Massachusetts
$275K -$77.8K -3,512 -22%
SHGA
60
Sand Hill Global Advisors
California
$251K +$249K +11,234 New
OPS
61
Orion Portfolio Solutions
Nebraska
$241K +$14K +630 +6%
BCI
62
Brinker Capital Investments
Pennsylvania
$241K +$239K +10,798 New
CA
63
CGN Advisors
Kansas
$238K +$12.6K +567 +6%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$235K +$1.28K +58 +0.6%
AIP
65
Ameritas Investment Partners
Nebraska
$211K +$421 +19 +0.2%
SG
66
Stonnington Group
California
$208K
PCIA
67
Prime Capital Investment Advisors
Kansas
$208K +$206K +9,300 New
CWM
68
Congress Wealth Management
Massachusetts
$208K
CA
69
Cetera Advisors
Colorado
$205K +$204K +9,191 New
AWA
70
Aaron Wealth Advisors
Illinois
$201K -$19.7K -890 -9%
PTC
71
Private Trust Company
Ohio
$162K
WP
72
WealthShield Partners
North Carolina
$113K +$112K +5,041 New
GRP
73
Global Retirement Partners
California
$84.3K +$709 +32 +0.9%
BAM
74
Baldrige Asset Management
Pennsylvania
$68K
IWP
75
IAG Wealth Partners
Wisconsin
$65.2K +$9.9K +447 +18%

NUBD Hedge Fund Activity: Q1 2023 in Review

90 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q1 2023, worth a combined $165M — up 5.7% from $156M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NUBD positions and 6 closed out — a net gain of 7 holders — while 48 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.29M. The largest seller was UBS Group, cutting an estimated $5.73M.

  • 90 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q1 2023, up from 83 in Q4 2022.
  • Funds reported $165M of Nuveen ESG US Aggregate Bond ETF stock for Q1 2023, up 5.7% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q1 2023 and 6 closed out, a net change of +7 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $3.29M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q1 2023 was UBS Group, an estimated $5.73M sold.

Based on aggregated 13F filings for Q1 2023.