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Nuveen ESG High Yield Corporate Bond ETF

44 hedge funds and large institutions have $77.3M invested in Nuveen ESG High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

26% more funds holding

Funds holding: 3544 (+9)

1% less capital invested

Capital invested by funds: $77.9M → $77.3M (-$632K)

1.5% less ownership

Funds ownership: 76.91%75.41% (-1.5%)

Holders
44
Holders Change
+9
Holders Change %
+25.71%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$31.7M -$9.76M -399,966 -24%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$9.05M +$63K +2,583 +0.7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.42M +$1.69M +69,174 +29%
GI
4
Gradient Investments
Minnesota
$6.36M -$96.3K -3,945 -1%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$4.68M +$4.69M +191,941 New
LPL Financial
6
LPL Financial
California
$3.08M +$1.21M +49,400 +64%
FLPIM
7
F.L. Putnam Investment Management
Massachusetts
$2.11M +$490K +20,071 +30%
PI
8
PFS Investments
Georgia
$1.77M +$121K +4,952 +7%
Jane Street
9
Jane Street
New York
$1.66M +$344K +14,109 +26%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.08M +$1.08M +44,338 New
Bank of America
11
Bank of America
North Carolina
$981K +$427K +17,511 +77%
Citadel Advisors
12
Citadel Advisors
Florida
$791K +$313K +12,830 +66%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$771K +$212K +8,674 +38%
HighTower Advisors
14
HighTower Advisors
Illinois
$549K +$17.5K +718 +3%
LFG
15
Lockerman Financial Group
California
$525K +$526K +21,551 New
CFIA
16
Cantor Fitzgerald Investment Advisors
New York
$437K +$4.22K +173 +1%
BFG
17
Berger Financial Group
Minnesota
$381K +$6K +246 +2%
BBW
18
Blue Barn Wealth
Utah
$374K +$20.9K +855 +6%
MG
19
Mather Group
Illinois
$355K +$18.9K +773 +6%
TDWM
20
Topel & Distasi Wealth Management
California
$351K +$351K +14,369 New
SBL
21
Sargent Bickham Lagudis
Colorado
$318K -$107K -4,386 -25%
UBS Group
22
UBS Group
Switzerland
$308K +$1.44K +59 +0.5%
OMC
23
Old Mission Capital
Illinois
$277K
AF
24
Advisornet Financial
Minnesota
$263K -$7.81K -320 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$252K +$21.1K +863 +9%

NUHY Hedge Fund Activity: Q4 2021 in Review

44 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG High Yield Corporate Bond ETF (NUHY) for Q4 2021, worth a combined $77.3M — down 0.81% from $77.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NUHY positions and 2 closed out — a net gain of 9 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was HSBC Holdings, opening a new position worth an estimated $4.69M. The largest seller was Nuveen, cutting an estimated $9.76M.

  • 44 institutional investors held Nuveen ESG High Yield Corporate Bond ETF (NUHY) as of Q4 2021, up from 35 in Q3 2021.
  • Funds reported $77.3M of Nuveen ESG High Yield Corporate Bond ETF stock for Q4 2021, down 0.81% quarter-over-quarter.
  • 11 funds opened new Nuveen ESG High Yield Corporate Bond ETF positions in Q4 2021 and 2 closed out, a net change of +9 holders.
  • The largest Nuveen ESG High Yield Corporate Bond ETF buyer in Q4 2021 was HSBC Holdings, an estimated $4.69M added.
  • The largest Nuveen ESG High Yield Corporate Bond ETF seller in Q4 2021 was Nuveen, an estimated $9.76M sold.

Based on aggregated 13F filings for Q4 2021.