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Nuveen ESG High Yield Corporate Bond ETF

33 hedge funds and large institutions have $71.1M invested in Nuveen ESG High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

32% more funds holding

Funds holding: 2533 (+8)

9% more capital invested

Capital invested by funds: $65.3M → $71.1M (+$5.84M)

0.43% less ownership

Funds ownership: 80.03%79.61% (-0.43%)

Holders
33
Holders Change
+8
Holders Change %
+32%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$44.7M +$718 +29 +0%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$8.43M +$1.02M +41,323 +14%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.02M +$1.12M +45,248 +29%
GI
4
Gradient Investments
Minnesota
$1.74M +$161K +6,508 +10%
PI
5
PFS Investments
Georgia
$1.58M -$175K -7,055 -10%
Jane Street
6
Jane Street
New York
$1.27M +$609K +24,604 +92%
LPL Financial
7
LPL Financial
California
$1.08M +$171K +6,893 +19%
FTUS
8
Flow Traders U.S.
New York
$1.02M +$1.01M +40,993 New
FLPIM
9
F.L. Putnam Investment Management
Massachusetts
$1M +$1M +40,490 New
CFIA
10
Cantor Fitzgerald Investment Advisors
New York
$853K +$851K +34,373 New
Citadel Advisors
11
Citadel Advisors
Florida
$610K -$1.37M -55,407 -69%
Bank of America
12
Bank of America
North Carolina
$587K +$17K +688 +3%
SBL
13
Sargent Bickham Lagudis
Colorado
$433K +$273K +11,011 +172%
BBW
14
Blue Barn Wealth
Utah
$360K +$359K +14,489 New
BFG
15
Berger Financial Group
Minnesota
$357K -$817 -33 -0.2%
UBS Group
16
UBS Group
Switzerland
$311K +$78.9K +3,185 +34%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$286K +$286K +11,549 New
WCFA
18
Walkner Condon Financial Advisors
Wisconsin
$258K -$370K -14,926 -59%
PAG
19
Private Advisor Group
New Jersey
$253K +$49.4K +1,997 +24%
AF
20
Advisornet Financial
Minnesota
$249K +$866 +35 +0.3%
FCIM
21
Fairview Capital Investment Management
California
$203K +$203K +8,200 New
ASN
22
Advisory Services Network
Georgia
$166K +$166K +6,704 New
Osaic Holdings
23
Osaic Holdings
Arizona
$95K +$57.5K +2,323 +152%
HI
24
Harbour Investments
Wisconsin
$82K -$866 -35 -1%
SSC
25
Syverson Strege & Co
Iowa
$36K

NUHY Hedge Fund Activity: Q2 2021 in Review

33 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG High Yield Corporate Bond ETF (NUHY) for Q2 2021, worth a combined $71.1M — up 8.9% from $65.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NUHY positions and 1 closed out — a net gain of 8 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.12M. The largest seller was Citadel Advisors, cutting an estimated $1.37M.

  • 33 institutional investors held Nuveen ESG High Yield Corporate Bond ETF (NUHY) as of Q2 2021, up from 25 in Q1 2021.
  • Funds reported $71.1M of Nuveen ESG High Yield Corporate Bond ETF stock for Q2 2021, up 8.9% quarter-over-quarter.
  • 9 funds opened new Nuveen ESG High Yield Corporate Bond ETF positions in Q2 2021 and 1 closed out, a net change of +8 holders.
  • The largest Nuveen ESG High Yield Corporate Bond ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $1.12M added.
  • The largest Nuveen ESG High Yield Corporate Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $1.37M sold.

Based on aggregated 13F filings for Q2 2021.