Nuveen ESG US Aggregate Bond ETF
NUBD
7 hedge funds and large institutions have $6.16M invested in Nuveen ESG US Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
75% more funds holding
Funds holding: 4 → 7 (+3)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
76.84% less ownership
Funds ownership: 94.92% → 18.08% (-77%)
85% less capital invested
Capital invested by funds: $40.2M → $6.16M (-$34.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.41M |
| 2 |
LPL Financial
San Diego,
California
|
+$686K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$336K |
| 4 |
UB
UMB Bank
Kansas City,
Missouri
|
+$223K |
| 5 |
CJA
C-J Advisory
San Jose,
California
|
+$124K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAAOA
Teachers Insurance & Annuity Association of America
New York
|
-$24.9M |
| 2 |
Jane Street
New York
|
-$11.6M |
| 3 |
VF
Virtu Financial
New York
|
-$1.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
UBS Group
Zurich,
Switzerland
| $2.4M | +$2.41M | +98,575 | New |
|
|
2
Jane Street
New York
| $2.27M | -$11.6M | -473,112 | -84% |
|
|
3
LPL Financial
San Diego,
California
| $682K | +$686K | +28,021 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $453K | +$336K | +13,727 | +281% |
|
|
UB
5
UMB Bank
Kansas City,
Missouri
| $222K | +$223K | +9,112 | New |
|
|
CJA
6
C-J Advisory
San Jose,
California
| $124K | +$124K | +5,082 | New |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | +$6.78K | +277 | New |
|
|
TIAAOA
8
Teachers Insurance & Annuity Association of America
New York
| – | -$24.9M | -997,700 | Closed |
|
|
VF
9
Virtu Financial
New York
| – | -$1.11M | -44,557 | Closed |
|
NUBD Hedge Fund Activity: Q1 2018 in Review
7 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q1 2018, worth a combined $6.16M — down 85% from $40.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NUBD positions and 2 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $2.41M. The largest seller was Teachers Insurance & Annuity Association of America, exiting entirely with an estimated $24.9M sold.
- 7 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q1 2018, up from 4 in Q4 2017.
- Funds reported $6.16M of Nuveen ESG US Aggregate Bond ETF stock for Q1 2018, down 85% quarter-over-quarter.
- 5 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q1 2018 and 2 closed out, a net change of +3 holders.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q1 2018 was UBS Group, an estimated $2.41M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q1 2018 was Teachers Insurance & Annuity Association of America, an estimated $24.9M sold.
Based on aggregated 13F filings for Q1 2018.