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Nuveen ESG US Aggregate Bond ETF
NUBD

94 hedge funds and large institutions have $214M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $170M → $214M (+$44M)

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

7.17% more ownership

Funds ownership: 62.78% → 69.96% (+7.2%)

4% more funds holding

Funds holding: 90 → 94 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
37
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$16.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.18M
3
Bank of America
Bank of America
North Carolina
+$6.2M
4
CCM
Colorado Capital Management
Colorado
+$2.31M
5
ML
Mayport LLC
Massachusetts
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
SAG
SageView Advisory Group
California
-$2.06M
2
Jane Street
Jane Street
New York
-$2.02M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.95M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.13M
5
CF
Cantor Fitzgerald
New York
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
51
Walkner Condon Financial Advisors
Wisconsin
$758K -$141K -6,600 -16%
Wealthfront Advisers
52
Wealthfront Advisers
California
$739K +$49.7K +2,329 +8%
KLI
53
Kelman-Lazarov Inc
Tennessee
$656K +$163K +7,658 +35%
AF
54
Allworth Financial
California
$579K +$502K +23,527 +940%
SI
55
Seeds Investor
New York
$549K +$526K +24,655 New
BCG
56
BayBridge Capital Group
California
$510K +$490K +22,957 New
SFP
57
Sandbox Financial Partners
Maryland
$463K -$116K -5,412 -21%
FPF
58
First Pacific Financial
Washington
$446K +$428K +20,038 +500,950%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$442K -$37.2K -1,741 -8%
LA
60
LexAurum Advisors
Kansas
$439K +$15.9K +745 +4%
HI
61
Harbour Investments
Wisconsin
$404K +$297K +13,912 +329%
DADC
62
D.A. Davidson & Co
Montana
$376K – – –
BMC
63
Bear Mountain Capital
Washington
$368K +$356K +16,691 New
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$349K – – –
CTWM
65
Cherry Tree Wealth Management
Minnesota
$334K -$70.8K -3,316 -18%
SWP
66
Stratos Wealth Partners
Ohio
$294K +$38.6K +1,810 +16%
MML Investors Services
67
MML Investors Services
Massachusetts
$286K -$8.41K -394 -3%
OIA
68
OneDigital Investment Advisors
Kansas
$283K +$272K +12,733 New
RJFSA
69
Raymond James Financial Services Advisors
Florida
$260K -$206K -9,639 -45%
WAM
70
WNY Asset Management
New York
$253K +$4.87K +228 +2%
CCM
71
Canal Capital Management
Virginia
$253K – – –
SHGA
72
Sand Hill Global Advisors
California
$245K -$6.53K -306 -3%
OMC
73
Old Mission Capital
Illinois
$244K -$18.8K -880 -7%
AWA
74
Aaron Wealth Advisors
Illinois
$229K +$219K +10,282 New
SCM
75
Stordahl Capital Management
Colorado
$228K – – –
1 2
3
4 5

NUBD Hedge Fund Activity: Q4 2023 in Review

94 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q4 2023, worth a combined $214M — up 26% from $170M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NUBD positions and 12 closed out — a net gain of 5 holders — while 37 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.6M. The largest seller was SageView Advisory Group, exiting entirely with an estimated $2.06M sold.

  • 94 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q4 2023, up from 90 in Q3 2023.
  • Funds reported $214M of Nuveen ESG US Aggregate Bond ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 17 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q4 2023 and 12 closed out, a net change of +5 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $16.6M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q4 2023 was SageView Advisory Group, an estimated $2.06M sold.

Based on aggregated 13F filings for Q4 2023.