Nuveen ESG US Aggregate Bond ETF
NUBD
43 hedge funds and large institutions have $38.9M invested in Nuveen ESG US Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
450% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 4
44% more capital invested
Capital invested by funds: $27.1M → $38.9M (+$11.8M)
23% more funds holding
Funds holding: 35 → 43 (+8)
6.83% more ownership
Funds ownership: 43.85% → 50.68% (+6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.84M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.04M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$756K |
| 4 |
Jane Street
New York
|
+$681K |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$595K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$343K |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$138K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$104K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$89K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$5.75K |
NUBD Hedge Fund Activity: Q4 2019 in Review
43 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q4 2019, worth a combined $38.9M — up 44% from $27.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NUBD positions and 2 closed out — a net gain of 9 holders — while 22 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.84M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $343K sold.
- 43 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q4 2019, up from 35 in Q3 2019.
- Funds reported $38.9M of Nuveen ESG US Aggregate Bond ETF stock for Q4 2019, up 44% quarter-over-quarter.
- 11 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q4 2019 and 2 closed out, a net change of +9 holders.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $1.84M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q4 2019 was Susquehanna International Group, an estimated $343K sold.
Based on aggregated 13F filings for Q4 2019.