Nuveen ESG US Aggregate Bond ETF
NUBD
81 hedge funds and large institutions have $161M invested in Nuveen ESG US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
68% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 22
4% more funds holding
Funds holding: 78 → 81 (+3)
0.88% more ownership
Funds ownership: 60.87% → 61.75% (+0.88%)
1% more capital invested
Capital invested by funds: $159M → $161M (+$1.39M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.95M |
| 2 |
Morgan Stanley
New York
|
+$2.9M |
| 3 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$2.08M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.69M |
| 5 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$1.93M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$1.17M |
| 3 |
Jane Street
New York
|
-$1.12M |
| 4 |
FPF
First Pacific Financial
Vancouver,
Washington
|
-$1.11M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$479K |
NUBD Hedge Fund Activity: Q1 2022 in Review
81 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q1 2022, worth a combined $161M — up 0.87% from $159M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NUBD positions and 5 closed out — a net gain of 4 holders — while 37 added to existing stakes and 22 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $3.95M. The largest seller was Harvest Group Wealth Management, cutting an estimated $1.93M.
- 81 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q1 2022, up from 78 in Q4 2021.
- Funds reported $161M of Nuveen ESG US Aggregate Bond ETF stock for Q1 2022, up 0.87% quarter-over-quarter.
- 9 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q1 2022 and 5 closed out, a net change of +4 holders.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $3.95M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q1 2022 was Harvest Group Wealth Management, an estimated $1.93M sold.
Based on aggregated 13F filings for Q1 2022.