Nuveen ESG US Aggregate Bond ETF
NUBD
94 hedge funds and large institutions have $214M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 12 closing their positions.
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
26% more capital invested
Capital invested by funds: $170M → $214M (+$44M)
19% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 31
7.17% more ownership
Funds ownership: 62.78% → 69.96% (+7.2%)
4% more funds holding
Funds holding: 90 → 94 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.6M |
| 2 |
Bank of New York Mellon
New York
|
+$7.18M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.2M |
| 4 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
+$2.31M |
| 5 |
ML
Mayport LLC
Newton,
Massachusetts
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$2.06M |
| 2 |
Jane Street
New York
|
-$2.02M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.95M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.13M |
| 5 |
CF
Cantor Fitzgerald
New York
|
-$1.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$745K | -35,328 | Closed |
|
|
NYLIM
102
New York Life Investment Management
New York
| – | -$703K | -33,320 | Closed |
|
103
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$643K | -30,491 | Closed |
|
|
BFP
104
Beacon Financial Planning
Hyannis,
Massachusetts
| – | -$297K | -14,095 | Closed |
|
|
CCWA
105
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| – | -$276K | -13,098 | Closed |
|
|
BWP
106
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$19K | -900 | Closed |
|
NUBD Hedge Fund Activity: Q4 2023 in Review
94 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q4 2023, worth a combined $214M — up 26% from $170M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new NUBD positions and 12 closed out — a net gain of 5 holders — while 37 added to existing stakes and 31 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $16.6M. The largest seller was SageView Advisory Group, exiting entirely with an estimated $2.06M sold.
- 94 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q4 2023, up from 90 in Q3 2023.
- Funds reported $214M of Nuveen ESG US Aggregate Bond ETF stock for Q4 2023, up 26% quarter-over-quarter.
- 17 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q4 2023 and 12 closed out, a net change of +5 holders.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $16.6M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q4 2023 was SageView Advisory Group, an estimated $2.06M sold.
Based on aggregated 13F filings for Q4 2023.