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Nuveen ESG US Aggregate Bond ETF

90 hedge funds and large institutions have $165M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 18

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more funds holding

Funds holding: 8390 (+7)

6% more capital invested

Capital invested by funds: $156M → $165M (+$8.85M)

1.12% less ownership

Funds ownership: 64.2%63.08% (-1.1%)

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
48
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
76
EverSource Wealth Advisors
Alabama
$37.2K
IA
77
IFP Advisors
Florida
$35.9K -$554 -25 -2%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$26K +$25.5K +1,151 New
AAS
79
Ameritas Advisory Services
Nebraska
$25.6K +$25.4K +1,148 New
BWP
80
Baldwin Wealth Partners
Massachusetts
$20.1K
CFD
81
Creative Financial Designs
Indiana
$18.3K +$509 +23 +3%
HI
82
Harbour Investments
Wisconsin
$16.7K +$15.4K +697 +1,394%
ASN
83
Advisory Services Network
Georgia
$14.7K -$3.52K -159 -19%
Franklin Resources
84
Franklin Resources
California
$13.4K +$111 +5 +0.8%
C
85
Covestor
United Kingdom
$11K +$10.6K +479 +2,395%
PG
86
Proffitt & Goodson
Tennessee
$8.45K
ST
87
Smithfield Trust
Pennsylvania
$3K
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$1.83K +$47.5K +2,145 +3%
HGWM
89
Harvest Group Wealth Management
Massachusetts
$1.56K
EI
90
Ellevest Inc
New York
$1.11K +$1.11K +50 New
Wells Fargo
91
Wells Fargo
California
$1 -$22 -1 Closed
LGWM
92
Litman Gregory Wealth Management
California
-$801K -36,792 Closed
AF
93
Affiance Financial
Minnesota
-$36.2K -1,662 Closed
BAAM
94
Baker Avenue Asset Management
California
-$17.5K -804 Closed
RIA
95
Realta Investment Advisors
Delaware
-$4.03K -185 Closed

NUBD Hedge Fund Activity: Q1 2023 in Review

90 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q1 2023, worth a combined $165M — up 5.7% from $156M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NUBD positions and 6 closed out — a net gain of 7 holders — while 48 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.29M. The largest seller was UBS Group, cutting an estimated $5.73M.

  • 90 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q1 2023, up from 83 in Q4 2022.
  • Funds reported $165M of Nuveen ESG US Aggregate Bond ETF stock for Q1 2023, up 5.7% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q1 2023 and 6 closed out, a net change of +7 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $3.29M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q1 2023 was UBS Group, an estimated $5.73M sold.

Based on aggregated 13F filings for Q1 2023.