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Nuveen ESG US Aggregate Bond ETF
NUBD

51 hedge funds and large institutions have $54.1M invested in Nuveen ESG US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

39% more capital invested

Capital invested by funds: $38.9M → $54.1M (+$15.3M)

19% more funds holding

Funds holding: 43 → 51 (+8)

6.5% more ownership

Funds ownership: 50.68% → 57.18% (+6.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
51
Holders Change
+8
Holders Change %
+18.6%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
26
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$2.46M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.24M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.15M
4
Bank of America
Bank of America
North Carolina
+$1.17M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.04M

Top Sellers

1
AGA
Arkos Global Advisors
Texas
-$252K
2
BSWM
Boston Standard Wealth Management
Massachusetts
-$87.3K
3
CCM
Canal Capital Management
Virginia
-$44.8K
4
SFS
Sowell Financial Services
Arkansas
-$36.8K
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$36.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$7.47M +$2.46M +94,422 +50%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.05M +$1.04M +39,956 +21%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6M +$2.24M +86,201 +62%
LPL Financial
4
LPL Financial
California
$3.83M +$562K +21,594 +18%
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$2.92M +$52K +2,001 +2%
MWM
6
Mission Wealth Management
California
$2.46M +$564K +21,702 +31%
Bank of America
7
Bank of America
North Carolina
$2.45M +$1.17M +44,994 +95%
Citadel Advisors
8
Citadel Advisors
Florida
$2.19M +$2.15M +82,804 New
APP
9
Avantax Planning Partners
Iowa
$2.06M -$35.1K -1,349 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.5M +$181K +6,965 +14%
CJA
11
C-J Advisory
California
$1.41M +$110K +4,216 +9%
GI
12
Gradient Investments
Minnesota
$1.36M +$50.7K +1,949 +4%
LGWM
13
Litman Gregory Wealth Management
California
$1.3M +$84.8K +3,261 +7%
BSWM
14
Boston Standard Wealth Management
Massachusetts
$1.29M -$87.3K -3,358 -6%
UB
15
UMB Bank
Missouri
$1.11M +$186K +7,148 +21%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.02M +$776K +29,833 +342%
MIAN
17
Mariner Independent Advisor Network
Kansas
$1.02M +$154K +5,934 +18%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.01M +$7.38M +283,602 New
Jane Street
19
Jane Street
New York
$828K +$122K +4,678 +18%
DADC
20
D.A. Davidson & Co
Montana
$724K +$177K +6,808 +33%
CG
21
Colony Group
Massachusetts
$718K +$165K +6,335 +31%
HH
22
Hilltop Holdings
Texas
$625K +$614K +23,591 New
EH
23
Equitable Holdings
New York
$623K +$381K +14,637 +165%
AF
24
Advisornet Financial
Minnesota
$509K -$17.3K -664 -3%
MMA
25
Miracle Mile Advisors
California
$477K +$78.7K +3,027 +20%
1
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NUBD Hedge Fund Activity: Q1 2020 in Review

51 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q1 2020, worth a combined $54.1M — up 39% from $38.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NUBD positions and 1 closed out — a net gain of 9 holders — while 26 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $2.46M. The largest seller was Arkos Global Advisors, exiting entirely with an estimated $252K sold.

  • 51 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q1 2020, up from 43 in Q4 2019.
  • Funds reported $54.1M of Nuveen ESG US Aggregate Bond ETF stock for Q1 2020, up 39% quarter-over-quarter.
  • 10 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q1 2020 and 1 closed out, a net change of +9 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q1 2020 was UBS Group, an estimated $2.46M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q1 2020 was Arkos Global Advisors, an estimated $252K sold.

Based on aggregated 13F filings for Q1 2020.