Nuveen ESG US Aggregate Bond ETF
NUBD
104 hedge funds and large institutions have $275M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 9 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
47% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 32
22% more capital invested
Capital invested by funds: $226M → $275M (+$49.1M)
4.08% more ownership
Funds ownership: 63.53% → 67.61% (+4.1%)
4% more funds holding
Funds holding: 100 → 104 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$20.1M |
| 2 |
Morgan Stanley
New York
|
+$3.64M |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$2.39M |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$2.38M |
| 5 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.61M |
| 2 |
Bank of New York Mellon
New York
|
-$1.17M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$767K |
| 4 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
-$742K |
| 5 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$714K |
NUBD Hedge Fund Activity: Q3 2024 in Review
104 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q3 2024, worth a combined $275M — up 22% from $226M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new NUBD positions and 9 closed out — a net gain of 5 holders — while 47 added to existing stakes and 32 trimmed.
The largest buyer was First Pacific Financial, adding an estimated $20.1M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.61M.
- 104 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q3 2024, up from 100 in Q2 2024.
- Funds reported $275M of Nuveen ESG US Aggregate Bond ETF stock for Q3 2024, up 22% quarter-over-quarter.
- 14 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q3 2024 and 9 closed out, a net change of +5 holders.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q3 2024 was First Pacific Financial, an estimated $20.1M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q3 2024 was Cambridge Investment Research Advisors, an estimated $2.61M sold.
Based on aggregated 13F filings for Q3 2024.