Nuveen ESG US Aggregate Bond ETF
NUBD
116 hedge funds and large institutions have $302M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 7 closing their positions.
214% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 7
77% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 31
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
12% more funds holding
Funds holding: 104 → 116 (+12)
10% more capital invested
Capital invested by funds: $275M → $302M (+$27.7M)
5.47% more ownership
Funds ownership: 67.61% → 73.08% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$7.26M |
| 2 |
Jane Street
New York
|
+$5.32M |
| 3 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
+$5.2M |
| 4 |
Bank of New York Mellon
New York
|
+$3.88M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.23M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$1.92M |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$1.19M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$864K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$649K |
NUBD Hedge Fund Activity: Q4 2024 in Review
116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q4 2024, worth a combined $302M — up 10% from $275M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new NUBD positions and 7 closed out — a net gain of 15 holders — while 55 added to existing stakes and 31 trimmed.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $7.26M. The largest seller was Morgan Stanley, cutting an estimated $4.23M.
- 116 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q4 2024, up from 104 in Q3 2024.
- Funds reported $302M of Nuveen ESG US Aggregate Bond ETF stock for Q4 2024, up 10% quarter-over-quarter.
- 22 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q4 2024 and 7 closed out, a net change of +15 holders.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $7.26M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q4 2024 was Morgan Stanley, an estimated $4.23M sold.
Based on aggregated 13F filings for Q4 2024.