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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.1M |
| 2 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$8.03M |
| 3 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$2.5M |
| 4 |
D
Diversified
Wilmington,
Delaware
|
+$814K |
| 5 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$736K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$2.76M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.01M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$1.27M |
| 4 |
JP Morgan Chase
New York
|
-$1.24M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
101
Smartleaf Asset Management
Boston,
Massachusetts
| $21 | -$44.6K | -2,061 | -100% |
|
102
Wells Fargo
San Francisco,
California
| $8 | -$96.2K | -4,444 | Closed |
|
|
103
Northern Trust
Chicago,
Illinois
| – | -$1.27M | -58,000 | Closed |
|
|
OMC
104
Old Mission Capital
Chicago,
Illinois
| – | -$504K | -22,921 | Closed |
|
105
Citadel Advisors
Miami,
Florida
| – | -$484K | -22,035 | Closed |
|
|
SI
106
Seeds Investor
New York
| – | -$309K | -14,080 | Closed |
|
|
LFA
107
Legacy Financial Advisors
Covington,
Kentucky
| – | -$294K | -13,375 | Closed |
|
108
Franklin Resources
San Mateo,
California
| – | -$25.4K | -1,158 | Closed |
|
|
CFS
109
CGC Financial Services
Lake Oswego,
Oregon
| – | -$25.3K | -1,151 | Closed |
|
|
IA
110
IFP Advisors
Tampa,
Florida
| – | -$3.05K | -139 | Closed |
|
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.