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Nuveen ESG US Aggregate Bond ETF

90 hedge funds and large institutions have $165M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 18

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more funds holding

Funds holding: 8390 (+7)

6% more capital invested

Capital invested by funds: $156M → $165M (+$8.85M)

1.12% less ownership

Funds ownership: 64.2%63.08% (-1.1%)

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
48
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$28.6M +$1.21M +54,750 +4%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$26.6M -$1.54M -69,624 -6%
Morgan Stanley
3
Morgan Stanley
New York
$10.9M +$1.85M +83,666 +21%
WWA
4
WCG Wealth Advisors
Nevada
$6.39M +$184K +8,302 +3%
CG
5
Colony Group
Massachusetts
$6M +$680K +30,708 +13%
LPL Financial
6
LPL Financial
California
$4.67M -$1.01M -45,821 -18%
COCM
7
Charter Oak Capital Management
New Hampshire
$4.5M +$325K +14,675 +8%
BWM
8
BerganKDV Wealth Management
Minnesota
$4.15M +$538K +24,304 +15%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.78M -$205K -9,245 -5%
Bank of America
10
Bank of America
North Carolina
$3.75M +$371K +16,737 +11%
FNWM
11
Financial Network Wealth Management
Utah
$3.73M -$89.8K -4,055 -2%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$3.48M +$402K +18,170 +13%
Jane Street
13
Jane Street
New York
$3.32M +$3.29M +148,640 New
KOC
14
Koss-Olinger Consulting
Florida
$3.19M +$14.5K +655 +0.5%
PAS
15
Park Avenue Securities
New York
$2.9M +$1.15K +52 +0%
FANJ
16
Financial Architects (New Jersey)
New Jersey
$2.42M +$73.5K +3,318 +3%
MMA
17
Miracle Mile Advisors
California
$2.27M +$178K +8,048 +9%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.21M +$91.1K +4,113 +4%
SAG
19
SageView Advisory Group
California
$2.13M +$115K +5,178 +6%
UB
20
UMB Bank
Missouri
$2.05M -$175K -7,908 -8%
CI
21
CX Institutional
Indiana
$1.94M +$6.71K +303 +0.4%
AssetMark Inc
22
AssetMark Inc
California
$1.73M +$150K +6,762 +10%
BSWM
23
Boston Standard Wealth Management
Massachusetts
$1.6M -$289K -13,068 -15%
Mariner
24
Mariner
Kansas
$1.49M +$33.7K +1,523 +2%
CF
25
Cantor Fitzgerald
New York
$1.45M +$1.09M +49,050 +307%

NUBD Hedge Fund Activity: Q1 2023 in Review

90 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q1 2023, worth a combined $165M — up 5.7% from $156M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NUBD positions and 6 closed out — a net gain of 7 holders — while 48 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.29M. The largest seller was UBS Group, cutting an estimated $5.73M.

  • 90 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q1 2023, up from 83 in Q4 2022.
  • Funds reported $165M of Nuveen ESG US Aggregate Bond ETF stock for Q1 2023, up 5.7% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q1 2023 and 6 closed out, a net change of +7 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $3.29M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q1 2023 was UBS Group, an estimated $5.73M sold.

Based on aggregated 13F filings for Q1 2023.