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Nuveen ESG US Aggregate Bond ETF

86 hedge funds and large institutions have $168M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 23

1.28% more ownership

Funds ownership: 63.08%64.36% (+1.3%)

2% more capital invested

Capital invested by funds: $165M → $168M (+$3.83M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 9086 (-4)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
45
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$29.1M +$914K +41,219 +3%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$26.8M +$611K +27,557 +2%
Morgan Stanley
3
Morgan Stanley
New York
$11.9M +$1.17M +52,567 +11%
WWA
4
WCG Wealth Advisors
Nevada
$6.66M +$368K +16,605 +6%
CG
5
Colony Group
Massachusetts
$5.63M -$279K -12,601 -5%
BWM
6
BerganKDV Wealth Management
Minnesota
$5.31M +$1.24M +55,939 +30%
LPL Financial
7
LPL Financial
California
$4.75M +$154K +6,951 +3%
COCM
8
Charter Oak Capital Management
New Hampshire
$4.61M +$189K +8,515 +4%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$4.08M +$660K +29,793 +19%
Bank of America
10
Bank of America
North Carolina
$4M +$310K +13,977 +8%
FNWM
11
Financial Network Wealth Management
Utah
$3.67M +$22.4K +1,010 +0.6%
KOC
12
Koss-Olinger Consulting
Florida
$3.39M +$253K +11,419 +8%
Jane Street
13
Jane Street
New York
$3.26M -$4.79K -216 -0.1%
PAS
14
Park Avenue Securities
New York
$2.83M -$29.2K -1,319 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.51M -$1.21M -54,788 -32%
UB
16
UMB Bank
Missouri
$2.28M +$268K +12,084 +13%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.18M +$379K +17,099 +21%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.17M -$8.13K -367 -0.4%
AssetMark Inc
19
AssetMark Inc
California
$2.03M +$330K +14,893 +19%
SAG
20
SageView Advisory Group
California
$2.03M -$59.4K -2,680 -3%
CI
21
CX Institutional
Indiana
$1.99M +$81.1K +3,657 +4%
MMA
22
Miracle Mile Advisors
California
$1.84M -$398K -17,976 -18%
FANJ
23
Financial Architects (New Jersey)
New Jersey
$1.72M -$669K -30,186 -28%
BSWM
24
Boston Standard Wealth Management
Massachusetts
$1.64M +$71.1K +3,206 +4%
APP
25
Avantax Planning Partners
Iowa
$1.55M +$238K +10,735 +18%

NUBD Hedge Fund Activity: Q2 2023 in Review

86 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q2 2023, worth a combined $168M — up 2.3% from $165M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NUBD and 6 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 45 added.

The largest buyer was BerganKDV Wealth Management, adding an estimated $1.24M. The largest seller was Royal Bank of Canada, cutting an estimated $1.21M.

  • 86 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q2 2023, down from 90 in Q1 2023.
  • Funds reported $168M of Nuveen ESG US Aggregate Bond ETF stock for Q2 2023, up 2.3% quarter-over-quarter.
  • 6 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q2 2023 and 7 closed out, a net change of -1 holder.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q2 2023 was BerganKDV Wealth Management, an estimated $1.24M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $1.21M sold.

Based on aggregated 13F filings for Q2 2023.