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Nuveen ESG High Yield Corporate Bond ETF
NUHY

49 hedge funds and large institutions have $83.3M invested in Nuveen ESG High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 48 → 49 (+1)

1% more capital invested

Capital invested by funds: $82.5M → $83.3M (+$797K)

0.27% more ownership

Funds ownership: 80.48% → 80.75% (+0.27%)

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.98M
2
MG
Mather Group
Illinois
+$608K
3
AWM
Axxcess Wealth Management
California
+$449K
4
MAWA
Moss Adams Wealth Advisors
Washington
+$446K
5
Bank of America
Bank of America
North Carolina
+$298K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$3.98M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$1.44M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$654K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$365K
5
CF
Cantor Fitzgerald
New York
-$352K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBW
26
Blue Barn Wealth
Utah
$410K -$3.38K -167 -0.8%
AF
27
Advisornet Financial
Minnesota
$403K +$223 +11 +0.1%
LFG
28
Lockerman Financial Group
California
$396K -$2.31K -114 -0.6%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$383K +$44.5K +2,196 +14%
CFIA
30
Cantor Fitzgerald Investment Advisors
New York
$356K +$342K +16,897 New
US Bancorp
31
US Bancorp
Minnesota
$239K +$3.16K +156 +1%
FCIM
32
Fairview Capital Investment Management
California
$230K -$11.6K -575 -5%
FF
33
Friedenthal Financial
New Jersey
$214K +$20 +1 +0%
WP
34
WealthShield Partners
North Carolina
$184K -$1.16K -57 -0.6%
Wells Fargo
35
Wells Fargo
California
$115K -$11.1K -550 -9%
AIP
36
Ameritas Investment Partners
Nebraska
$57.8K +$648 +32 +1%
4FG
37
4Thought Financial Group
New York
$55.2K +$21.4K +1,055 +67%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$20K +$18.8K +930 New
NA
39
NewEdge Advisors
Louisiana
$15.8K +$15.2K +750 New
EWA
40
EverSource Wealth Advisors
Alabama
$13.7K – – –
JP Morgan Chase
41
JP Morgan Chase
New York
$11.3K -$1.68K -83 -13%
PP
42
PFS Partners
New Jersey
$6.94K – – –
GI
43
Gradient Investments
Minnesota
$4.1K – – –
GRP
44
Global Retirement Partners
California
$2.83K +$1.18K +58 +75%
CFD
45
Creative Financial Designs
Indiana
$2.42K -$1.32K -65 -36%
ASN
46
Advisory Services Network
Georgia
$2.31K +$2.23K +110 New
IA
47
IFP Advisors
Florida
$1.24K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$1K +$851 +42 New
HI
49
Harbour Investments
Wisconsin
$631 – – –
CF
50
Cantor Fitzgerald
New York
– -$352K -17,535 Closed
1
2
3

NUHY Hedge Fund Activity: Q4 2023 in Review

49 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG High Yield Corporate Bond ETF (NUHY) for Q4 2023, worth a combined $83.3M — up 0.97% from $82.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NUHY positions and 6 closed out — a net gain of 1 holder — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.98M. The largest seller was LPL Financial, cutting an estimated $3.98M.

  • 49 institutional investors held Nuveen ESG High Yield Corporate Bond ETF (NUHY) as of Q4 2023, up from 48 in Q3 2023.
  • Funds reported $83.3M of Nuveen ESG High Yield Corporate Bond ETF stock for Q4 2023, up 0.97% quarter-over-quarter.
  • 7 funds opened new Nuveen ESG High Yield Corporate Bond ETF positions in Q4 2023 and 6 closed out, a net change of +1 holder.
  • The largest Nuveen ESG High Yield Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.98M added.
  • The largest Nuveen ESG High Yield Corporate Bond ETF seller in Q4 2023 was LPL Financial, an estimated $3.98M sold.

Based on aggregated 13F filings for Q4 2023.