Nuveen ESG US Aggregate Bond ETF
NUBD
46 hedge funds and large institutions have $78.6M invested in Nuveen ESG US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 9 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 8
21% more capital invested
Capital invested by funds: $65.1M → $78.6M (+$13.5M)
1.3% less ownership
Funds ownership: 49.11% → 47.81% (-1.3%)
10% less funds holding
Funds holding: 51 → 46 (-5)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.81M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.59M |
| 3 |
Jane Street
New York
|
+$2.51M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
+$1.07M |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$2.34M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.05M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$575K |
| 4 |
CCM
Canal Capital Management
Richmond,
Virginia
|
-$228K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$209K |
NUBD Hedge Fund Activity: Q3 2020 in Review
46 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q3 2020, worth a combined $78.6M — up 21% from $65.1M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of NUBD and 4 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 24 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.81M. The largest seller was Creative Planning, exiting entirely with an estimated $2.34M sold.
- 46 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q3 2020, down from 51 in Q2 2020.
- Funds reported $78.6M of Nuveen ESG US Aggregate Bond ETF stock for Q3 2020, up 21% quarter-over-quarter.
- 4 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q3 2020 and 9 closed out, a net change of -5 holders.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q3 2020 was Cambridge Investment Research Advisors, an estimated $3.81M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q3 2020 was Creative Planning, an estimated $2.34M sold.
Based on aggregated 13F filings for Q3 2020.