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Nuveen ESG US Aggregate Bond ETF

27 hedge funds and large institutions have $36.2M invested in Nuveen ESG US Aggregate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

35% more funds holding

Funds holding: 2027 (+7)

5% more capital invested

Capital invested by funds: $34.4M → $36.2M (+$1.83M)

2.34% less ownership

Funds ownership: 75.13%72.79% (-2.3%)

Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$24.2M
Jane Street
2
Jane Street
New York
$2.61M +$1.25M +52,057 +94%
UBS Group
3
UBS Group
Switzerland
$2.56M +$190K +7,950 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.63M +$325K +13,590 +25%
Bank of America
5
Bank of America
North Carolina
$911K +$112K +4,691 +14%
CJA
6
C-J Advisory
California
$832K +$136K +5,669 +20%
LPL Financial
7
LPL Financial
California
$703K -$23K -962 -3%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$425K +$41.2K +1,721 +11%
GI
9
Gradient Investments
Minnesota
$416K +$410K +17,133 New
AGA
10
Arkos Global Advisors
Texas
$368K +$363K +15,151 New
RCS
11
Retirement Capital Strategies
California
$358K -$1.02M -42,737 -74%
BTS
12
BB&T Securities
Virginia
$250K -$13.6K -570 -5%
MWM
13
Mission Wealth Management
California
$204K +$202K +8,421 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$202K +$199K +8,308 New
MWM
15
Mascoma Wealth Management
New Hampshire
$173K +$99.6K +4,162 +140%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$141K +$132K +5,527 +1,988%
CI
17
CX Institutional
Indiana
$68K
FANJ
18
Financial Architects (New Jersey)
New Jersey
$37K -$13.5K -563 -27%
AIM
19
Advantage Investment Management
Iowa
$24K +$23.9K +998 New
AG
20
Advisor Group
Arizona
$17K
WF
21
WealthTrust Fairport
Ohio
$15K +$14.7K +612 New
LFG
22
LifePlan Financial Group
Ohio
$15K +$15.1K +632 New
MM
23
Main Management
California
$13K
LGWM
24
Litman Gregory Wealth Management
California
$10K +$9.94K +415 New
PG
25
Proffitt & Goodson
Tennessee
$7K

NUBD Hedge Fund Activity: Q4 2018 in Review

27 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q4 2018, worth a combined $36.2M — up 5.3% from $34.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NUBD positions and 0 closed out — a net gain of 8 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $1.25M. The largest seller was Retirement Capital Strategies, cutting an estimated $1.02M.

  • 27 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q4 2018, up from 20 in Q3 2018.
  • Funds reported $36.2M of Nuveen ESG US Aggregate Bond ETF stock for Q4 2018, up 5.3% quarter-over-quarter.
  • 8 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q4 2018 and 0 closed out, a net change of +8 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q4 2018 was Jane Street, an estimated $1.25M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q4 2018 was Retirement Capital Strategies, an estimated $1.02M sold.

Based on aggregated 13F filings for Q4 2018.