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Nuveen ESG US Aggregate Bond ETF

79 hedge funds and large institutions have $159M invested in Nuveen ESG US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 13

13% more capital invested

Capital invested by funds: $141M → $159M (+$18.2M)

12.36% more ownership

Funds ownership: 52.97%65.33% (+12%)

11% more funds holding

Funds holding: 7179 (+8)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
39
Reduced
13
Closed
3
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
$32.3M -$337K -13,073 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.4M +$4.6M +178,372 +17%
UBS Group
3
UBS Group
Switzerland
$9.66M +$2.16M +83,659 +29%
LPL Financial
4
LPL Financial
California
$5.94M +$74.3K +2,884 +1%
CG
5
Colony Group
Massachusetts
$5.66M +$378K +14,659 +7%
COCM
6
Charter Oak Capital Management
New Hampshire
$5.45M +$304K +11,777 +6%
Jane Street
7
Jane Street
New York
$4.91M +$4.93M +191,126 New
BWM
8
BerganKDV Wealth Management
Minnesota
$4.26M +$970K +37,650 +29%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.07M +$1.66M +64,387 +68%
Bank of America
10
Bank of America
North Carolina
$3.61M -$54.6K -2,118 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.51M +$306K +11,868 +10%
PAS
12
Park Avenue Securities
New York
$2.89M +$106K +4,116 +4%
APP
13
Avantax Planning Partners
Iowa
$2.8M +$579K +22,456 +26%
Morgan Stanley
14
Morgan Stanley
New York
$2.6M +$621K +24,102 +31%
MMA
15
Miracle Mile Advisors
California
$2.44M -$124K -4,822 -5%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$2.4M +$626K +24,300 +35%
BSWM
17
Boston Standard Wealth Management
Massachusetts
$2.16M +$28.1K +1,091 +1%
LFG
18
Lockerman Financial Group
California
$2.03M +$2.03M +78,903 New
HGWM
19
Harvest Group Wealth Management
Massachusetts
$2M +$1.08M +41,750 +116%
MIAN
20
Mariner Independent Advisor Network
Kansas
$1.93M +$124K +4,829 +7%
CI
21
CX Institutional
Indiana
$1.41M -$1.6K -62 -0.1%
LGWM
22
Litman Gregory Wealth Management
California
$1.39M -$257K -9,975 -16%
KOC
23
Koss-Olinger Consulting
Florida
$1.29M +$385K +14,935 +42%
UB
24
UMB Bank
Missouri
$1.29M -$10.5K -409 -0.8%
KLI
25
Kelman-Lazarov Inc
Tennessee
$1.24M +$13.4K +519 +1%

NUBD Hedge Fund Activity: Q4 2021 in Review

79 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q4 2021, worth a combined $159M — up 13% from $141M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NUBD positions and 3 closed out — a net gain of 9 holders — while 39 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $4.93M. The largest seller was Citigroup, exiting entirely with an estimated $2.59M sold.

  • 79 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q4 2021, up from 71 in Q3 2021.
  • Funds reported $159M of Nuveen ESG US Aggregate Bond ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 12 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q4 2021 and 3 closed out, a net change of +9 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q4 2021 was Jane Street, an estimated $4.93M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q4 2021 was Citigroup, an estimated $2.59M sold.

Based on aggregated 13F filings for Q4 2021.