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Nuveen ESG US Aggregate Bond ETF

69 hedge funds and large institutions have $122M invested in Nuveen ESG US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

244% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 9

33% more funds holding

Funds holding: 5269 (+17)

24% more capital invested

Capital invested by funds: $98.4M → $122M (+$23.7M)

3.14% more ownership

Funds ownership: 52.48%55.62% (+3.1%)

Holders
69
Holders Change
+17
Holders Change %
+32.69%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
31
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$25.5M +$6.85M +260,538 +36%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.5M +$4.51M +171,706 +34%
UBS Group
3
UBS Group
Switzerland
$12.9M +$478K +18,177 +4%
MWM
4
Mission Wealth Management
California
$5.68M +$1.39M +52,834 +32%
LPL Financial
5
LPL Financial
California
$4.52M +$332K +12,627 +8%
COCM
6
Charter Oak Capital Management
New Hampshire
$4.12M +$897K +34,122 +27%
CG
7
Colony Group
Massachusetts
$3.54M +$695K +26,427 +24%
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$3.38M -$93.4K -3,552 -3%
Bank of America
9
Bank of America
North Carolina
$3.36M +$1.29M +49,243 +61%
Citadel Advisors
10
Citadel Advisors
Florida
$3.34M +$2.57M +97,829 +311%
MMA
11
Miracle Mile Advisors
California
$2.96M +$941K +35,795 +45%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.89M +$4.92K +187 +0.2%
PAS
13
Park Avenue Securities
New York
$2.7M +$2.75M +104,577 New
LGWM
14
Litman Gregory Wealth Management
California
$2.44M +$40.5K +1,540 +2%
MIAN
15
Mariner Independent Advisor Network
Kansas
$1.99M +$69.2K +2,633 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.97M +$193K +7,329 +11%
APP
17
Avantax Planning Partners
Iowa
$1.95M -$99.1K -3,771 -5%
CI
18
CX Institutional
Indiana
$1.94M +$169K +6,439 +9%
CJA
19
C-J Advisory
California
$1.9M +$227K +8,615 +13%
BSWM
20
Boston Standard Wealth Management
Massachusetts
$1.71M +$212K +8,048 +14%
BWM
21
BerganKDV Wealth Management
Minnesota
$1.3M +$1.18M +44,786 +790%
UB
22
UMB Bank
Missouri
$1.26M +$73.8K +2,806 +6%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.03M -$118K -4,487 -10%
FPF
24
First Pacific Financial
Washington
$927K -$562K -21,376 -37%
CA
25
CGN Advisors
Kansas
$722K -$196K -7,451 -21%

NUBD Hedge Fund Activity: Q1 2021 in Review

69 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q1 2021, worth a combined $122M — up 24% from $98.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NUBD positions and 2 closed out — a net gain of 18 holders — while 31 added to existing stakes and 9 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $6.85M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.54M sold.

  • 69 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q1 2021, up from 52 in Q4 2020.
  • Funds reported $122M of Nuveen ESG US Aggregate Bond ETF stock for Q1 2021, up 24% quarter-over-quarter.
  • 20 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q1 2021 and 2 closed out, a net change of +18 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q1 2021 was Cambridge Investment Research Advisors, an estimated $6.85M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q1 2021 was Flow Traders U.S., an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2021.