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Nuveen ESG US Aggregate Bond ETF

51 hedge funds and large institutions have $65.1M invested in Nuveen ESG US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

20% more capital invested

Capital invested by funds: $54.1M → $65.1M (+$11M)

0% more funds holding

Funds holding: 5151 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

8.07% less ownership

Funds ownership: 57.18%49.11% (-8.1%)

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
23
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$11.4M +$3.76M +140,246 +50%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.31M +$2.17M +80,816 +36%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.76M -$406K -15,135 -7%
LPL Financial
4
LPL Financial
California
$4.13M +$225K +8,400 +6%
Bank of America
5
Bank of America
North Carolina
$4.04M +$1.52M +56,832 +61%
WCFA
6
Walkner Condon Financial Advisors
Wisconsin
$2.69M -$285K -10,616 -10%
MWM
7
Mission Wealth Management
California
$2.66M +$154K +5,731 +6%
Creative Planning
8
Creative Planning
Kansas
$2.34M +$2.32M +86,385 New
APP
9
Avantax Planning Partners
Iowa
$1.99M -$107K -4,005 -5%
LGWM
10
Litman Gregory Wealth Management
California
$1.71M +$377K +14,062 +29%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.69M +$152K +5,659 +10%
CJA
12
C-J Advisory
California
$1.6M +$168K +6,254 +12%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.58M -$6.04M -225,290 -79%
BSWM
14
Boston Standard Wealth Management
Massachusetts
$1.36M +$37.4K +1,394 +3%
MIAN
15
Mariner Independent Advisor Network
Kansas
$1.29M +$245K +9,145 +24%
CG
16
Colony Group
Massachusetts
$1.28M +$543K +20,234 +75%
UB
17
UMB Bank
Missouri
$1.2M +$65.8K +2,452 +6%
CI
18
CX Institutional
Indiana
$1.18M +$968K +36,088 +486%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.13M +$83K +3,094 +8%
Citadel Advisors
20
Citadel Advisors
Florida
$1.05M -$1.18M -44,049 -53%
MML Investors Services
21
MML Investors Services
Massachusetts
$869K +$861K +32,110 New
MMA
22
Miracle Mile Advisors
California
$655K +$167K +6,224 +35%
GI
23
Gradient Investments
Minnesota
$575K -$809K -30,169 -59%
AssetMark Inc
24
AssetMark Inc
California
$520K +$228K +8,518 +80%
AF
25
Advisornet Financial
Minnesota
$433K -$85.9K -3,203 -17%

NUBD Hedge Fund Activity: Q2 2020 in Review

51 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q2 2020, worth a combined $65.1M — up 20% from $54.1M a quarter earlier.

Fund positioning in NUBD was balanced in Q2 2020: 6 funds opened new positions, 6 closed out, 23 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $3.76M. The largest seller was Osaic Holdings, cutting an estimated $6.04M.

  • 51 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $65.1M of Nuveen ESG US Aggregate Bond ETF stock for Q2 2020, up 20% quarter-over-quarter.
  • 6 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q2 2020 and 6 closed out, a net change of 0 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q2 2020 was UBS Group, an estimated $3.76M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q2 2020 was Osaic Holdings, an estimated $6.04M sold.

Based on aggregated 13F filings for Q2 2020.