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Nuveen ESG US Aggregate Bond ETF

68 hedge funds and large institutions have $137M invested in Nuveen ESG US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 12

12% more capital invested

Capital invested by funds: $122M → $137M (+$14.8M)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 6968 (-1)

2.05% less ownership

Funds ownership: 55.62%53.56% (-2.1%)

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
38
Reduced
12
Closed
8
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
$31.1M +$5.26M +202,702 +21%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.7M +$6M +231,464 +34%
UBS Group
3
UBS Group
Switzerland
$13.5M +$392K +15,108 +3%
MWM
4
Mission Wealth Management
California
$6.35M +$602K +23,230 +11%
LPL Financial
5
LPL Financial
California
$5.31M +$741K +28,565 +16%
CG
6
Colony Group
Massachusetts
$4.76M +$1.19M +45,724 +33%
COCM
7
Charter Oak Capital Management
New Hampshire
$4.74M +$575K +22,178 +14%
Bank of America
8
Bank of America
North Carolina
$3.58M +$176K +6,789 +5%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.13M +$216K +8,345 +7%
PAS
10
Park Avenue Securities
New York
$2.73M +$5.45K +210 +0.2%
MMA
11
Miracle Mile Advisors
California
$2.7M -$288K -11,105 -10%
MIAN
12
Mariner Independent Advisor Network
Kansas
$2.33M +$321K +12,393 +16%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.31M +$313K +12,080 +16%
WCFA
14
Walkner Condon Financial Advisors
Wisconsin
$2.25M -$1.16M -44,750 -34%
CJA
15
C-J Advisory
California
$2.2M +$278K +10,731 +15%
BSWM
16
Boston Standard Wealth Management
Massachusetts
$2.12M +$391K +15,072 +23%
APP
17
Avantax Planning Partners
Iowa
$1.96M -$11.6K -448 -0.6%
Morgan Stanley
18
Morgan Stanley
New York
$1.63M +$1.04M +40,222 +180%
BWM
19
BerganKDV Wealth Management
Minnesota
$1.45M +$132K +5,078 +10%
CI
20
CX Institutional
Indiana
$1.42M -$531K -20,467 -27%
VAS
21
Vestmark Advisory Solutions
Massachusetts
$1.4M +$1.38M +53,173 New
UB
22
UMB Bank
Missouri
$1.33M +$50.7K +1,956 +4%
KLI
23
Kelman-Lazarov Inc
Tennessee
$1.04M +$515K +19,840 +99%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.04M -$4.25K -164 -0.4%
FPF
25
First Pacific Financial
Washington
$929K -$7.34K -283 -0.8%

NUBD Hedge Fund Activity: Q2 2021 in Review

68 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q2 2021, worth a combined $137M — up 12% from $122M a quarter earlier.

Fund positioning in NUBD was balanced in Q2 2021: 8 funds opened new positions, 8 closed out, 38 added to existing stakes and 12 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.34M sold.

  • 68 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q2 2021, down from 69 in Q1 2021.
  • Funds reported $137M of Nuveen ESG US Aggregate Bond ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 8 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q2 2021 and 8 closed out, a net change of 0 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $6M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $3.34M sold.

Based on aggregated 13F filings for Q2 2021.