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Nuveen ESG US Aggregate Bond ETF
NUBD

87 hedge funds and large institutions have $161M invested in Nuveen ESG US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

7% more funds holding

Funds holding: 81 → 87 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.53% less ownership

Funds ownership: 64.29% → 63.77% (-0.53%)

7% less capital invested

Capital invested by funds: $172M → $161M (-$11.6M)

25% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 36

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
27
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.67M
2
Bank of America
Bank of America
North Carolina
+$1.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.01M
4
Morgan Stanley
Morgan Stanley
New York
+$998K
5
KOC
Koss-Olinger Consulting
Florida
+$986K

Top Sellers

1
AWA
Aaron Wealth Advisors
Illinois
-$6.38M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.68M
3
COCM
Charter Oak Capital Management
New Hampshire
-$855K
4
MIAN
Mariner Independent Advisor Network
Kansas
-$754K
5
EA
Evolution Advisers
Virginia
-$724K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$32.6M +$1.01M +43,695 +3%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$30.3M -$43.5K -1,883 -0.1%
UBS Group
3
UBS Group
Switzerland
$8.87M +$506K +21,879 +6%
Morgan Stanley
4
Morgan Stanley
New York
$5.98M +$998K +43,179 +20%
CG
5
Colony Group
Massachusetts
$5.94M -$154K -6,663 -3%
LPL Financial
6
LPL Financial
California
$5.27M -$273K -11,800 -5%
WWA
7
WCG Wealth Advisors
Nevada
$4.94M +$5M +216,114 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.04M -$188K -8,121 -4%
Bank of America
9
Bank of America
North Carolina
$3.88M +$1.1M +47,711 +39%
BWM
10
BerganKDV Wealth Management
Minnesota
$3.85M -$10.2K -442 -0.3%
COCM
11
Charter Oak Capital Management
New Hampshire
$3.74M -$855K -36,975 -18%
KOC
12
Koss-Olinger Consulting
Florida
$3.3M +$986K +42,622 +42%
Citadel Advisors
13
Citadel Advisors
Florida
$3.07M +$2.67M +115,537 +616%
PAS
14
Park Avenue Securities
New York
$2.99M -$26.1K -1,130 -0.9%
Jane Street
15
Jane Street
New York
$2.93M -$414K -17,903 -12%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$2.56M +$267K +11,554 +12%
MMA
17
Miracle Mile Advisors
California
$2.22M -$91.5K -3,957 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.05M -$1.68M -72,483 -45%
BSWM
19
Boston Standard Wealth Management
Massachusetts
$1.9M -$7.17K -310 -0.4%
UB
20
UMB Bank
Missouri
$1.78M +$585K +25,293 +48%
LFG
21
Lockerman Financial Group
California
$1.54M -$53.1K -2,295 -3%
MIAN
22
Mariner Independent Advisor Network
Kansas
$1.53M -$754K -32,621 -33%
WCFA
23
Walkner Condon Financial Advisors
Wisconsin
$1.45M -$478K -20,659 -25%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.3M +$64.9K +2,808 +5%
LGWM
25
Litman Gregory Wealth Management
California
$1.23M +$1.34K +58 +0.1%
1
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NUBD Hedge Fund Activity: Q2 2022 in Review

87 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q2 2022, worth a combined $161M — down 6.7% from $172M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NUBD positions and 6 closed out — a net gain of 7 holders — while 27 added to existing stakes and 36 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.67M. The largest seller was Aaron Wealth Advisors, cutting an estimated $6.38M.

  • 87 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q2 2022, up from 81 in Q1 2022.
  • Funds reported $161M of Nuveen ESG US Aggregate Bond ETF stock for Q2 2022, down 6.7% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q2 2022 and 6 closed out, a net change of +7 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q2 2022 was Citadel Advisors, an estimated $2.67M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2022.