Nuveen ESG US Aggregate Bond ETF
NUBD
71 hedge funds and large institutions have $141M invested in Nuveen ESG US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 9 reducing their positions, and 7 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 9
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
4% more funds holding
Funds holding: 68 → 71 (+3)
3% more capital invested
Capital invested by funds: $137M → $141M (+$4.35M)
0.59% less ownership
Funds ownership: 53.56% → 52.97% (-0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.56M |
| 2 |
Citigroup
New York
|
+$2.62M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.05M |
| 4 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
+$1.9M |
| 5 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5.86M |
| 2 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$5.7M |
| 3 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$2.25M |
| 4 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$752K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$616K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FPW
76
Flagship Private Wealth
Woburn,
Massachusetts
| – | -$22.1K | -844 | Closed |
|
77
Fidelity Investments
Boston,
Massachusetts
| – | -$3K | -103 | Closed |
|
NUBD Hedge Fund Activity: Q3 2021 in Review
71 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q3 2021, worth a combined $141M — up 3.2% from $137M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new NUBD positions and 7 closed out — a net gain of 3 holders — while 39 added to existing stakes and 9 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $3.56M. The largest seller was UBS Group, cutting an estimated $5.86M.
- 71 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q3 2021, up from 68 in Q2 2021.
- Funds reported $141M of Nuveen ESG US Aggregate Bond ETF stock for Q3 2021, up 3.2% quarter-over-quarter.
- 10 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q3 2021 and 7 closed out, a net change of +3 holders.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $3.56M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q3 2021 was UBS Group, an estimated $5.86M sold.
Based on aggregated 13F filings for Q3 2021.