Nuveen ESG US Aggregate Bond ETF
NUBD
81 hedge funds and large institutions have $172M invested in Nuveen ESG US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 5 closing their positions.
65% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 23
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
8% more capital invested
Capital invested by funds: $159M → $172M (+$13M)
3% more funds holding
Funds holding: 79 → 81 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.04% less ownership
Funds ownership: 65.33% → 64.29% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$6.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.95M |
| 3 |
Morgan Stanley
New York
|
+$2.9M |
| 4 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$2.08M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Castleview Partners
Dallas,
Texas
|
-$10.6M |
| 2 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$1.93M |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$1.17M |
| 4 |
Jane Street
New York
|
-$1.12M |
| 5 |
FPF
First Pacific Financial
Vancouver,
Washington
|
-$1.11M |
| 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 | – | – | – |
|
|
HGWM
78
Harvest Group Wealth Management
Waltham,
Massachusetts
| $2K | -$1.93M | -77,775 | -100% |
|
|
WIM
79
Westside Investment Management
Santa Monica,
California
| $13 | – | – | – |
|
|
FPF
80
First Pacific Financial
Vancouver,
Washington
| – | -$1.11M | -43,278 | Closed |
|
|
CCM
81
Canal Capital Management
Richmond,
Virginia
| – | -$315K | -12,272 | Closed |
|
|
WFA
82
Wipfli Financial Advisors
Milwaukee,
Wisconsin
| – | -$237K | -9,230 | Closed |
|
|
FIA
83
Foundations Investment Advisors
Phoenix,
Arizona
| – | -$204K | -8,052 | Closed |
|
|
SFM
84
Signet Financial Management
Parsippany,
New Jersey
| – | -$10K | -400 | Closed |
|
85
Fidelity Investments
Boston,
Massachusetts
| – | +$25 | +1 | New |
|
NUBD Hedge Fund Activity: Q1 2022 in Review
81 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q1 2022, worth a combined $172M — up 8.1% from $159M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NUBD positions and 5 closed out — a net gain of 3 holders — while 38 added to existing stakes and 23 trimmed.
The largest buyer was Aaron Wealth Advisors, adding an estimated $6.8M. The largest seller was Castleview Partners, cutting an estimated $10.6M.
- 81 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q1 2022, up from 79 in Q4 2021.
- Funds reported $172M of Nuveen ESG US Aggregate Bond ETF stock for Q1 2022, up 8.1% quarter-over-quarter.
- 8 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q1 2022 and 5 closed out, a net change of +3 holders.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $6.8M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q1 2022 was Castleview Partners, an estimated $10.6M sold.
Based on aggregated 13F filings for Q1 2022.