Nuveen ESG US Aggregate Bond ETF
NUBD
83 hedge funds and large institutions have $156M invested in Nuveen ESG US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 11 closing their positions.
54% more capital inflows, than outflows
Capital inflows: $18.4M | Capital outflows: $12M
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
1% more funds holding
Funds holding: 82 → 83 (+1)
4% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 28
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.36% less ownership
Funds ownership: 64.56% → 64.2% (-0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FNWM
Financial Network Wealth Management
Draper,
Utah
|
+$3.72M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$1.42M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.1M |
| 4 |
Private Advisor Group
Morristown,
New Jersey
|
+$854K |
| 5 |
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$831K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.87M |
| 2 |
Old Mission Capital
Chicago,
Illinois
|
-$1.7M |
| 3 |
Sharkey, Howes & Javer
Denver,
Colorado
|
-$979K |
| 4 |
Colony Group
Boston,
Massachusetts
|
-$700K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$639K |
NUBD Hedge Fund Activity: Q4 2022 in Review
83 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q4 2022, worth a combined $156M — up 2.7% from $152M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new NUBD positions and 11 closed out — a net gain of 3 holders — while 29 added to existing stakes and 28 trimmed.
The largest buyer was Financial Network Wealth Management, opening a new position worth an estimated $3.72M. The largest seller was Jane Street, exiting entirely with an estimated $1.87M sold.
- 83 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q4 2022, up from 82 in Q3 2022.
- Funds reported $156M of Nuveen ESG US Aggregate Bond ETF stock for Q4 2022, up 2.7% quarter-over-quarter.
- 14 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q4 2022 and 11 closed out, a net change of +3 holders.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q4 2022 was Financial Network Wealth Management, an estimated $3.72M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q4 2022 was Jane Street, an estimated $1.87M sold.
Based on aggregated 13F filings for Q4 2022.