Nuveen ESG US Aggregate Bond ETF
NUBD
68 hedge funds and large institutions have $137M invested in Nuveen ESG US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 8 closing their positions.
217% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 12
12% more capital invested
Capital invested by funds: $122M → $137M (+$14.8M)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
1% less funds holding
Funds holding: 69 → 68 (-1)
2.05% less ownership
Funds ownership: 55.62% → 53.56% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.26M |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$1.38M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$1.19M |
| 5 |
Morgan Stanley
New York
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.34M |
| 2 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$2.38M |
| 3 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$1.16M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$531K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$386K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Wells Fargo
San Francisco,
California
| – | +$26 | +1 | New |
|
NUBD Hedge Fund Activity: Q2 2021 in Review
68 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q2 2021, worth a combined $137M — up 12% from $122M a quarter earlier.
Fund positioning in NUBD was balanced in Q2 2021: 8 funds opened new positions, 8 closed out, 38 added to existing stakes and 12 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.34M sold.
- 68 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q2 2021, down from 69 in Q1 2021.
- Funds reported $137M of Nuveen ESG US Aggregate Bond ETF stock for Q2 2021, up 12% quarter-over-quarter.
- 8 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q2 2021 and 8 closed out, a net change of 0 holders.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $6M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $3.34M sold.
Based on aggregated 13F filings for Q2 2021.