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Nuveen ESG US Aggregate Bond ETF
NUBD

52 hedge funds and large institutions have $98.4M invested in Nuveen ESG US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 7

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

25% more capital invested

Capital invested by funds: $78.6M → $98.4M (+$19.8M)

13% more funds holding

Funds holding: 46 → 52 (+6)

4.67% more ownership

Funds ownership: 47.81% → 52.48% (+4.7%)

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$10M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.75M
3
FTUS
Flow Traders U.S.
New York
+$1.54M
4
CG
Colony Group
Massachusetts
+$1.08M
5
Osaic Holdings
Osaic Holdings
Arizona
+$988K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.49M
2
Bank of America
Bank of America
North Carolina
-$2.11M
3
CI
CX Institutional
Indiana
-$388K
4
AGA
Arkos Global Advisors
Texas
-$352K
5
VPIM
Vanguard Personalized Indexing Management
California
-$285K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$19.5M +$10M +374,586 +106%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13.5M +$2.75M +102,617 +25%
UBS Group
3
UBS Group
Switzerland
$12.9M +$703K +26,202 +6%
MWM
4
Mission Wealth Management
California
$4.48M +$846K +31,535 +23%
LPL Financial
5
LPL Financial
California
$4.35M +$345K +12,855 +9%
WCFA
6
Walkner Condon Financial Advisors
Wisconsin
$3.61M +$505K +18,826 +16%
COCM
7
Charter Oak Capital Management
New Hampshire
$3.36M +$3.36M +125,401 New
Osaic Holdings
8
Osaic Holdings
Arizona
$2.99M +$988K +36,838 +49%
CG
9
Colony Group
Massachusetts
$2.96M +$1.08M +40,188 +57%
LGWM
10
Litman Gregory Wealth Management
California
$2.49M +$12.5K +465 +0.5%
Bank of America
11
Bank of America
North Carolina
$2.17M -$2.11M -78,716 -49%
APP
12
Avantax Planning Partners
Iowa
$2.12M +$241K +8,981 +13%
MMA
13
Miracle Mile Advisors
California
$2.11M +$490K +18,262 +30%
MIAN
14
Mariner Independent Advisor Network
Kansas
$2M +$214K +7,969 +12%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.85M +$151K +5,637 +9%
CI
16
CX Institutional
Indiana
$1.84M -$388K -14,463 -17%
CJA
17
C-J Advisory
California
$1.74M +$134K +5,005 +8%
BSWM
18
Boston Standard Wealth Management
Massachusetts
$1.56M +$203K +7,573 +15%
FTUS
19
Flow Traders U.S.
New York
$1.54M +$1.54M +57,323 New
FPF
20
First Pacific Financial
Washington
$1.53M -$58K -2,163 -4%
UB
21
UMB Bank
Missouri
$1.24M +$53.2K +1,983 +4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.19M +$966 +36 +0.1%
CA
23
CGN Advisors
Kansas
$949K +$950K +35,414 New
Citadel Advisors
24
Citadel Advisors
Florida
$844K +$845K +31,506 New
AF
25
Advisornet Financial
Minnesota
$586K +$16K +596 +3%
1
2 3

NUBD Hedge Fund Activity: Q4 2020 in Review

52 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q4 2020, worth a combined $98.4M — up 25% from $78.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NUBD positions and 5 closed out — a net gain of 7 holders — while 25 added to existing stakes and 7 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $10M. The largest seller was Jane Street, exiting entirely with an estimated $2.49M sold.

  • 52 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q4 2020, up from 46 in Q3 2020.
  • Funds reported $98.4M of Nuveen ESG US Aggregate Bond ETF stock for Q4 2020, up 25% quarter-over-quarter.
  • 12 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q4 2020 and 5 closed out, a net change of +7 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q4 2020 was Cambridge Investment Research Advisors, an estimated $10M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q4 2020 was Jane Street, an estimated $2.49M sold.

Based on aggregated 13F filings for Q4 2020.