We are live on ! Find out more
NUBD icon

Nuveen ESG US Aggregate Bond ETF
NUBD

82 hedge funds and large institutions have $152M invested in Nuveen ESG US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

0.8% more ownership

Funds ownership: 63.77% → 64.56% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 87 → 82 (-5)

6% less capital invested

Capital invested by funds: $161M → $152M (-$9.29M)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
82
Holders Change
-5
Holders Change %
-5.75%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
35
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.49M
2
FANJ
Financial Architects (New Jersey)
New Jersey
+$2.12M
3
OMC
Old Mission Capital
Illinois
+$1.79M
4
SHJ
Sharkey, Howes & Javer
Colorado
+$1.03M
5
AF
Advisornet Financial
Minnesota
+$570K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.86M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.07M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.23M
4
UBS Group
UBS Group
Switzerland
-$1.06M
5
Jane Street
Jane Street
New York
-$951K
Name Holding Trade Value Shares
Change 		Change in
Stake
PG
76
Proffitt & Goodson
Tennessee
$8K – – –
RIA
77
Realta Investment Advisors
Delaware
$4K +$4.21K +185 New
ST
78
Smithfield Trust
Pennsylvania
$3K – – –
TRCT
79
Tower Research Capital (TRC)
New York
$2K – – –
HGWM
80
Harvest Group Wealth Management
Massachusetts
$1K – – –
WIM
81
Westside Investment Management
California
$12 – – –
Citadel Advisors
82
Citadel Advisors
Florida
– -$3.07M -134,284 Closed
RCS
83
Retirement Capital Strategies
California
– -$926K -40,465 Closed
BC
84
Brio Consultants
California
– -$436K -18,968 Closed
GWM
85
Grand Wealth Management
Michigan
– -$262K -11,463 Closed
OPS
86
Orion Portfolio Solutions
Nebraska
– -$259K -11,326 Closed
SG
87
Stonnington Group
California
– -$212K -9,300 Closed
PFGIA
88
Patriot Financial Group Insurance Agency
Massachusetts
– -$119K -5,219 Closed
PO
89
Private Ocean
California
– -$33K -1,470 Closed
CMP
90
Coston McIsaac & Partners
Maine
– -$27K -1,173 Closed
AWM
91
Avondale Wealth Management
Texas
– -$23K -1,000 Closed
CP
92
Castleview Partners
Texas
– -$411K -650 Closed
1 2 3
4

NUBD Hedge Fund Activity: Q3 2022 in Review

82 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q3 2022, worth a combined $152M — down 5.8% from $161M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NUBD and 6 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 35 added.

The largest buyer was Morgan Stanley, adding an estimated $2.49M. The largest seller was Envestnet Asset Management, cutting an estimated $3.86M.

  • 82 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q3 2022, down from 87 in Q2 2022.
  • Funds reported $152M of Nuveen ESG US Aggregate Bond ETF stock for Q3 2022, down 5.8% quarter-over-quarter.
  • 6 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q3 2022 and 11 closed out, a net change of -5 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $2.49M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $3.86M sold.

Based on aggregated 13F filings for Q3 2022.