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Nuveen ESG US Aggregate Bond ETF
NUBD

30 hedge funds and large institutions have $29.3M invested in Nuveen ESG US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding

Funds holding: 30 → 30 (0)

13.54% less ownership

Funds ownership: 63.04% → 49.5% (-14%)

15% less capital invested

Capital invested by funds: $34.4M → $29.3M (-$5.12M)

Holders
30
Holders Change
–
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.02M
2
LPL Financial
LPL Financial
California
+$768K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$676K
4
LGWM
Litman Gregory Wealth Management
California
+$462K
5
SWP
Stratos Wealth Partners
Ohio
+$454K

Top Sellers

1
N
Nuveen
North Carolina
-$6.17M
2
Jane Street
Jane Street
New York
-$3.35M
3
AGA
Arkos Global Advisors
Texas
-$198K
4
UBS Group
UBS Group
Switzerland
-$134K
5
WP
WealthShield Partners
North Carolina
-$124K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
1
Nuveen
North Carolina
$11.5M -$6.17M -247,514 -35%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.15M +$1.02M +41,126 +50%
UBS Group
3
UBS Group
Switzerland
$2.6M -$134K -5,377 -5%
LPL Financial
4
LPL Financial
California
$1.63M +$768K +30,821 +92%
BSWM
5
Boston Standard Wealth Management
Massachusetts
$1.27M +$362K +14,524 +41%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.18M +$34.6K +1,388 +3%
MWM
7
Mission Wealth Management
California
$1.07M +$389K +15,610 +59%
Bank of America
8
Bank of America
North Carolina
$1.04M +$19.5K +784 +2%
CJA
9
C-J Advisory
California
$943K +$54.2K +2,174 +6%
GI
10
Gradient Investments
Minnesota
$912K +$114K +4,571 +15%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$688K +$676K +27,118 New
APP
12
Avantax Planning Partners
Iowa
$680K +$14.5K +583 +2%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$499K +$6.68K +268 +1%
LGWM
14
Litman Gregory Wealth Management
California
$481K +$462K +18,541 +4,468%
SWP
15
Stratos Wealth Partners
Ohio
$462K +$454K +18,199 New
MIAN
16
Mariner Independent Advisor Network
Kansas
$401K +$395K +15,868 New
CCM
17
Canal Capital Management
Virginia
$265K +$261K +10,455 New
AGA
18
Arkos Global Advisors
Texas
$216K -$198K -7,937 -48%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$132K +$4.11K +165 +3%
CI
20
CX Institutional
Indiana
$71K – – –
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$27.7K +1,110 New
AIM
22
Advantage Investment Management
Iowa
$25K – – –
AF
23
Advisornet Financial
Minnesota
$23K – – –
FANJ
24
Financial Architects (New Jersey)
New Jersey
$20K – – –
LFG
25
LifePlan Financial Group
Ohio
$16K – – –
1
2

NUBD Hedge Fund Activity: Q2 2019 in Review

30 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q2 2019, worth a combined $29.3M — down 15% from $34.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NUBD positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 3 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.02M. The largest seller was Nuveen, cutting an estimated $6.17M.

  • 30 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $29.3M of Nuveen ESG US Aggregate Bond ETF stock for Q2 2019, down 15% quarter-over-quarter.
  • 5 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q2 2019 and 4 closed out, a net change of +1 holder.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q2 2019 was Cambridge Investment Research Advisors, an estimated $1.02M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q2 2019 was Nuveen, an estimated $6.17M sold.

Based on aggregated 13F filings for Q2 2019.