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Nuveen ESG US Aggregate Bond ETF
NUBD

104 hedge funds and large institutions have $275M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

22% more capital invested

Capital invested by funds: $226M → $275M (+$49.1M)

4.08% more ownership

Funds ownership: 63.53% → 67.61% (+4.1%)

4% more funds holding

Funds holding: 100 → 104 (+4)

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
47
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPF
First Pacific Financial
Washington
+$20.1M
2
Morgan Stanley
Morgan Stanley
New York
+$3.64M
3
SAG
SageView Advisory Group
California
+$2.39M
4
RCS
Retirement Capital Strategies
California
+$2.38M
5
CA
CGN Advisors
Kansas
+$1.7M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.61M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.17M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$767K
4
CAG
Crestwood Advisors Group
Massachusetts
-$742K
5
WWA
WCG Wealth Advisors
Nevada
-$714K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$41.2M +$3.64M +162,780 +10%
FPF
2
First Pacific Financial
Washington
$21.1M +$20.1M +899,155 +2,835%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$20.7M -$2.61M -116,870 -11%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$15.6M +$341K +15,256 +2%
Bank of America
5
Bank of America
North Carolina
$13.5M +$69.3K +3,097 +0.5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.4M +$814K +36,377 +7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$8.85M -$1.17M -52,122 -12%
KOC
8
Koss-Olinger Consulting
Florida
$8.49M +$68.4K +3,055 +0.8%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$7.57M +$1.19M +53,114 +19%
LPL Financial
10
LPL Financial
California
$7.28M +$880K +39,317 +14%
WA
11
Westfuller Advisors
New York
$6.78M +$6.68M +298,528 New
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$6.73M -$18.4K -824 -0.3%
WWA
13
WCG Wealth Advisors
Nevada
$6.41M -$714K -31,924 -10%
CA
14
CGN Advisors
Kansas
$6.09M +$1.7M +75,850 +39%
COCM
15
Charter Oak Capital Management
New Hampshire
$5.84M -$140K -6,263 -2%
MMA
16
Miracle Mile Advisors
California
$5.1M +$387K +17,294 +8%
CCM
17
Colorado Capital Management
Colorado
$3.83M +$122K +5,460 +3%
FNWM
18
Financial Network Wealth Management
Utah
$3.29M -$12.4K -556 -0.4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.2M +$312K +13,945 +11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.13M +$116K +5,176 +4%
PAS
21
Park Avenue Securities
New York
$3.06M -$288K -12,854 -9%
SOAG
22
Silver Oak Advisory Group
Oregon
$2.86M +$592K +26,437 +27%
AssetMark Inc
23
AssetMark Inc
California
$2.73M +$275K +12,308 +11%
PAG
24
Private Advisor Group
New Jersey
$2.49M +$415K +18,535 +20%
SAG
25
SageView Advisory Group
California
$2.43M +$2.39M +106,971 New
1
2 3 4 5

NUBD Hedge Fund Activity: Q3 2024 in Review

104 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q3 2024, worth a combined $275M — up 22% from $226M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NUBD positions and 9 closed out — a net gain of 5 holders — while 47 added to existing stakes and 32 trimmed.

The largest buyer was First Pacific Financial, adding an estimated $20.1M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.61M.

  • 104 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q3 2024, up from 100 in Q2 2024.
  • Funds reported $275M of Nuveen ESG US Aggregate Bond ETF stock for Q3 2024, up 22% quarter-over-quarter.
  • 14 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q3 2024 and 9 closed out, a net change of +5 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q3 2024 was First Pacific Financial, an estimated $20.1M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q3 2024 was Cambridge Investment Research Advisors, an estimated $2.61M sold.

Based on aggregated 13F filings for Q3 2024.