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Nuveen ESG High Yield Corporate Bond ETF
NUHY

48 hedge funds and large institutions have $85.1M invested in Nuveen ESG High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 9

14% more funds holding

Funds holding: 42 → 48 (+6)

4% more capital invested

Capital invested by funds: $82M → $85.1M (+$3.04M)

1.97% less ownership

Funds ownership: 82.61% → 80.64% (-2%)

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$580K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$466K
3
Jane Street
Jane Street
New York
+$458K
4
Morgan Stanley
Morgan Stanley
New York
+$355K
5
Lido Advisors
Lido Advisors
California
+$306K

Top Sellers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
-$1.39M
2
UBS Group
UBS Group
Switzerland
-$986K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$347K
4
US Bancorp
US Bancorp
Minnesota
-$44.7K
5
CF
Cantor Fitzgerald
New York
-$23.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
26
Lido Advisors
California
$309K +$306K +14,880 New
Citadel Advisors
27
Citadel Advisors
Florida
$281K +$278K +13,521 New
NYLIM
28
New York Life Investment Management
New York
$254K +$252K +12,243 New
US Bancorp
29
US Bancorp
Minnesota
$250K -$44.7K -2,174 -15%
TA
30
Tiedemann Advisors
New York
$249K +$247K +12,000 New
FCIM
31
Fairview Capital Investment Management
California
$217K +$12.3K +600 +6%
BFG
32
Berger Financial Group
Minnesota
$213K +$4.14K +201 +2%
Osaic Holdings
33
Osaic Holdings
Arizona
$204K +$12.3K +600 +7%
WP
34
WealthShield Partners
North Carolina
$199K +$197K +9,567 New
ASN
35
Advisory Services Network
Georgia
$169K +$81.2K +3,945 +94%
Wells Fargo
36
Wells Fargo
California
$56.4K -$17.3K -839 -24%
AIP
37
Ameritas Investment Partners
Nebraska
$55.4K +$247 +12 +0.5%
4FG
38
4Thought Financial Group
New York
$31.8K +$1.11K +54 +4%
EWA
39
EverSource Wealth Advisors
Alabama
$13.5K – – –
AAS
40
Ameritas Advisory Services
Nebraska
$10.8K +$10.7K +520 New
PP
41
PFS Partners
New Jersey
$5.81K +$2.26K +110 +65%
GI
42
Gradient Investments
Minnesota
$4.05K – – –
CFD
43
Creative Financial Designs
Indiana
$3.96K – – –
GRP
44
Global Retirement Partners
California
$3.18K -$844 -41 -21%
HI
45
Harbour Investments
Wisconsin
$623 +$617 +30 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$278 +$25K +1,215 +10%
EI
47
Ellevest Inc
New York
$160 +$165 +8 New
AF
48
Allworth Financial
California
$22 +$21 +1 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
– -$16K -790 Closed
IGWM
50
ICA Group Wealth Management
Colorado
– -$1.97K -97 Closed
1
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NUHY Hedge Fund Activity: Q1 2023 in Review

48 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG High Yield Corporate Bond ETF (NUHY) for Q1 2023, worth a combined $85.1M — up 3.7% from $82M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NUHY positions and 2 closed out — a net gain of 7 holders — while 27 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $580K. The largest seller was HSBC Holdings, cutting an estimated $1.39M.

  • 48 institutional investors held Nuveen ESG High Yield Corporate Bond ETF (NUHY) as of Q1 2023, up from 42 in Q4 2022.
  • Funds reported $85.1M of Nuveen ESG High Yield Corporate Bond ETF stock for Q1 2023, up 3.7% quarter-over-quarter.
  • 9 funds opened new Nuveen ESG High Yield Corporate Bond ETF positions in Q1 2023 and 2 closed out, a net change of +7 holders.
  • The largest Nuveen ESG High Yield Corporate Bond ETF buyer in Q1 2023 was LPL Financial, an estimated $580K added.
  • The largest Nuveen ESG High Yield Corporate Bond ETF seller in Q1 2023 was HSBC Holdings, an estimated $1.39M sold.

Based on aggregated 13F filings for Q1 2023.