Nuveen ESG US Aggregate Bond ETF
NUBD
105 hedge funds and large institutions have $212M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 22 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
132% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 22
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
12% more funds holding
Funds holding: 94 → 105 (+11)
1% less capital invested
Capital invested by funds: $214M → $212M (-$1.96M)
8.74% less ownership
Funds ownership: 69.96% → 61.22% (-8.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.21M |
| 2 |
Bank of New York Mellon
New York
|
+$1.68M |
| 3 |
Jane Street
New York
|
+$1.3M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$1.27M |
| 5 |
JP Morgan Chase
New York
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.99M |
| 2 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$6.78M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$1.4M |
| 4 |
CFS
CGC Financial Services
Lake Oswego,
Oregon
|
-$1.26M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
101
WealthShield Partners
Cary,
North Carolina
| $6.22K | – | – | – |
|
102
Fidelity Investments
Boston,
Massachusetts
| $4.02K | +$4.02K | +183 | New |
|
|
IA
103
IFP Advisors
Tampa,
Florida
| $3.05K | – | – | – |
|
|
ST
104
Smithfield Trust
Pittsburgh,
Pennsylvania
| $3K | – | – | – |
|
|
HI
105
Horizon Investments
Charlotte,
North Carolina
| $1.94K | +$1.95K | +89 | New |
|
|
KOC
106
Koss-Olinger Consulting
Gainesville,
Florida
| – | -$6.78M | -304,557 | Closed |
|
107
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$349K | -15,657 | Closed |
|
|
SHGA
108
Sand Hill Global Advisors
Palo Alto,
California
| – | -$245K | -11,028 | Closed |
|
|
TSS
109
Two Sigma Securities
New York
| – | -$209K | -9,395 | Closed |
|
NUBD Hedge Fund Activity: Q1 2024 in Review
105 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q1 2024, worth a combined $212M — down 0.91% from $214M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new NUBD positions and 4 closed out — a net gain of 11 holders — while 51 added to existing stakes and 22 trimmed.
The largest buyer was Bank of America, adding an estimated $3.21M. The largest seller was Morgan Stanley, cutting an estimated $9.99M.
- 105 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q1 2024, up from 94 in Q4 2023.
- Funds reported $212M of Nuveen ESG US Aggregate Bond ETF stock for Q1 2024, down 0.91% quarter-over-quarter.
- 15 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q1 2024 and 4 closed out, a net change of +11 holders.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q1 2024 was Bank of America, an estimated $3.21M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $9.99M sold.
Based on aggregated 13F filings for Q1 2024.