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Nuveen ESG US Aggregate Bond ETF
NUBD

100 hedge funds and large institutions have $226M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 39

6% more capital invested

Capital invested by funds: $212M → $226M (+$13.2M)

2.31% more ownership

Funds ownership: 61.22% → 63.53% (+2.3%)

5% less funds holding

Funds holding: 105 → 100 (-5)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
100
Holders Change
-5
Holders Change %
-4.76%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
43
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$16.1M
2
KOC
Koss-Olinger Consulting
Florida
+$8.03M
3
CA
CGN Advisors
Kansas
+$2.5M
4
D
Diversified
Delaware
+$814K
5
CAG
Crestwood Advisors Group
Massachusetts
+$736K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$2.76M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.01M
3
Northern Trust
Northern Trust
Illinois
-$1.27M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.24M
5
Creative Planning
Creative Planning
Kansas
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
76
Canal Capital Management
Virginia
$250K +$2.6K +120 +1%
WAM
77
WNY Asset Management
New York
$241K -$3.33K -154 -1%
MML Investors Services
78
MML Investors Services
Massachusetts
$240K +$5.19K +240 +2%
SCM
79
Stordahl Capital Management
Colorado
$226K +$2.77K +128 +1%
AWA
80
Aaron Wealth Advisors
Illinois
$216K -$1.51K -70 -0.7%
PCIA
81
Prime Capital Investment Advisors
Kansas
$203K – – –
FGAM
82
Financial Gravity Asset Management
Texas
$199K -$191K -8,830 -49%
AIP
83
Ameritas Investment Partners
Nebraska
$166K +$714 +33 +0.4%
PTC
84
Private Trust Company
Ohio
$154K -$17.4K -804 -10%
AWM
85
Avior Wealth Management
Nebraska
$104K +$97K +4,480 +1,503%
GRP
86
Global Retirement Partners
California
$82.6K – – –
IWP
87
IAG Wealth Partners
Wisconsin
$72.4K +$11.2K +517 +18%
Comerica Bank
88
Comerica Bank
Texas
$51.3K +$476 +22 +0.9%
T
89
Tidemark
California
$42K – – –
EWA
90
EverSource Wealth Advisors
Alabama
$37K – – –
NA
91
NewEdge Advisors
Louisiana
$21.8K – – –
C
92
Covestor
United Kingdom
$16K +$1.65K +76 +11%
OCM
93
Orion Capital Management
California
$8.9K -$4K -185 -31%
PG
94
Proffitt & Goodson
Tennessee
$8.42K – – –
CFD
95
Creative Financial Designs
Indiana
$8.42K +$1.25K +58 +18%
WP
96
WealthShield Partners
North Carolina
$6.17K – – –
AIM
97
Anchor Investment Management
South Carolina
$3.82K +$3.79K +175 New
ST
98
Smithfield Trust
Pennsylvania
$3K – – –
HI
99
Horizon Investments
North Carolina
$1.97K +$43 +2 +2%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$1.16K -$2.81K -130 -71%
1 2 3
4
5

NUBD Hedge Fund Activity: Q2 2024 in Review

100 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q2 2024, worth a combined $226M — up 6.2% from $212M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NUBD and 6 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 43 added.

The largest buyer was Morgan Stanley, adding an estimated $16.1M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $2.76M.

  • 100 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q2 2024, down from 105 in Q1 2024.
  • Funds reported $226M of Nuveen ESG US Aggregate Bond ETF stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 6 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q2 2024 and 9 closed out, a net change of -3 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q2 2024 was Morgan Stanley, an estimated $16.1M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q2 2024 was Envestnet Portfolio Solutions, an estimated $2.76M sold.

Based on aggregated 13F filings for Q2 2024.