Nuveen ESG US Aggregate Bond ETF
NUBD
90 hedge funds and large institutions have $170M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
37% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 27
5% more funds holding
Funds holding: 86 → 90 (+4)
1% more capital invested
Capital invested by funds: $168M → $170M (+$2.02M)
1.58% less ownership
Funds ownership: 64.36% → 62.78% (-1.6%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$3.48M |
| 2 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$2.14M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$1.78M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.15M |
| 5 |
SOAG
Silver Oak Advisory Group
Portland,
Oregon
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.9M |
| 2 |
Jane Street
New York
|
-$1.13M |
| 3 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$619K |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$521K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$495K |
NUBD Hedge Fund Activity: Q3 2023 in Review
90 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q3 2023, worth a combined $170M — up 1.2% from $168M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new NUBD positions and 7 closed out — a net gain of 7 holders — while 37 added to existing stakes and 27 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $3.48M. The largest seller was Envestnet Asset Management, cutting an estimated $15.9M.
- 90 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q3 2023, up from 86 in Q2 2023.
- Funds reported $170M of Nuveen ESG US Aggregate Bond ETF stock for Q3 2023, up 1.2% quarter-over-quarter.
- 14 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q3 2023 and 7 closed out, a net change of +7 holders.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q3 2023 was Creative Planning, an estimated $3.48M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $15.9M sold.
Based on aggregated 13F filings for Q3 2023.