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Nuveen ESG US Aggregate Bond ETF
NUBD

20 hedge funds and large institutions have $34.4M invested in Nuveen ESG US Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

54% more funds holding

Funds holding: 13 → 20 (+7)

4% more capital invested

Capital invested by funds: $33M → $34.4M (+$1.38M)

4.82% less ownership

Funds ownership: 79.94% → 75.13% (-4.8%)

Holders
20
Holders Change
+7
Holders Change %
+53.85%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
6
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$24.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.3M
3
RCS
Retirement Capital Strategies
California
+$780K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$382K
5
UB
UMB Bank
Missouri
+$284K

Top Sellers

Rank Fund Capital Flow
1
TA
Teachers Advisors
New York
-$24.2M
2
Jane Street
Jane Street
New York
-$1.34M
3
VF
Virtu Financial
New York
-$468K
4
UBS Group
UBS Group
Switzerland
-$57.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
1
Nuveen
North Carolina
$24M +$24.2M +997,700 New
UBS Group
2
UBS Group
Switzerland
$2.35M -$57.4K -2,372 -2%
RCS
3
Retirement Capital Strategies
California
$1.39M +$780K +32,194 +127%
Jane Street
4
Jane Street
New York
$1.34M -$1.34M -55,228 -50%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.29M +$1.3M +53,527 New
UB
6
UMB Bank
Missouri
$884K +$284K +11,712 +47%
Bank of America
7
Bank of America
North Carolina
$791K +$130K +5,353 +19%
LPL Financial
8
LPL Financial
California
$720K +$25.8K +1,064 +4%
CJA
9
C-J Advisory
California
$690K +$186K +7,671 +37%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$380K +$382K +15,783 New
BTS
11
BB&T Securities
Virginia
$262K +$264K +10,906 New
MWM
12
Mascoma Wealth Management
New Hampshire
$71K +$71.8K +2,965 New
CI
13
CX Institutional
Indiana
$67K +$34.9K +1,442 +106%
FANJ
14
Financial Architects (New Jersey)
New Jersey
$50K – – –
CT
15
CPF Texas
Texas
$26K +$26.2K +1,081 New
AG
16
Advisor Group
Arizona
$17K +$16.8K +694 New
MM
17
Main Management
California
$13K +$13.1K +542 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7K – – –
PG
19
Proffitt & Goodson
Tennessee
$7K +$7.05K +291 New
ASN
20
Advisory Services Network
Georgia
$2K – – –
TA
21
Teachers Advisors
New York
– -$24.2M -997,700 Closed
VF
22
Virtu Financial
New York
– -$468K -19,289 Closed

NUBD Hedge Fund Activity: Q3 2018 in Review

20 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q3 2018, worth a combined $34.4M — up 4.2% from $33M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NUBD positions and 2 closed out — a net gain of 7 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $24.2M. The largest seller was Teachers Advisors, exiting entirely with an estimated $24.2M sold.

  • 20 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q3 2018, up from 13 in Q2 2018.
  • Funds reported $34.4M of Nuveen ESG US Aggregate Bond ETF stock for Q3 2018, up 4.2% quarter-over-quarter.
  • 9 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q3 2018 and 2 closed out, a net change of +7 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q3 2018 was Nuveen, an estimated $24.2M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q3 2018 was Teachers Advisors, an estimated $24.2M sold.

Based on aggregated 13F filings for Q3 2018.