Nuveen ESG US Aggregate Bond ETF
NUBD
79 hedge funds and large institutions have $159M invested in Nuveen ESG US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 13 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
200% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 13
13% more capital invested
Capital invested by funds: $141M → $159M (+$18.2M)
12.36% more ownership
Funds ownership: 52.97% → 65.33% (+12%)
11% more funds holding
Funds holding: 71 → 79 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.93M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.16M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.66M |
| 5 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$2.59M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$337K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
-$325K |
| 4 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$257K |
| 5 |
WFA
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
-$185K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NWM
76
Navigation Wealth Management
Fort Collins,
Colorado
| $7K | – | – | – |
|
|
ST
77
Smithfield Trust
Pittsburgh,
Pennsylvania
| $3K | – | – | – |
|
|
WIM
78
Westside Investment Management
Santa Monica,
California
| $14 | – | – | – |
|
|
79
Citigroup
New York
| – | -$2.59M | -100,000 | Closed |
|
|
GRP
80
Global Retirement Partners
San Rafael,
California
| – | -$63K | -2,434 | Closed |
|
|
HA
81
Herold Advisors
New York
| – | -$23K | -900 | Closed |
|
NUBD Hedge Fund Activity: Q4 2021 in Review
79 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q4 2021, worth a combined $159M — up 13% from $141M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new NUBD positions and 3 closed out — a net gain of 9 holders — while 39 added to existing stakes and 13 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $4.93M. The largest seller was Citigroup, exiting entirely with an estimated $2.59M sold.
- 79 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q4 2021, up from 71 in Q3 2021.
- Funds reported $159M of Nuveen ESG US Aggregate Bond ETF stock for Q4 2021, up 13% quarter-over-quarter.
- 12 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q4 2021 and 3 closed out, a net change of +9 holders.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q4 2021 was Jane Street, an estimated $4.93M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q4 2021 was Citigroup, an estimated $2.59M sold.
Based on aggregated 13F filings for Q4 2021.