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Nuveen ESG High Yield Corporate Bond ETF

46 hedge funds and large institutions have $78.2M invested in Nuveen ESG High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

5% more funds holding

Funds holding: 4446 (+2)

2.31% more ownership

Funds ownership: 75.41%77.71% (+2.3%)

1% more capital invested

Capital invested by funds: $77.3M → $78.2M (+$935K)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
21
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$30.1M -$164 -7 -0%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$9.05M +$477K +20,331 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.12M +$1.1M +46,903 +15%
GI
4
Gradient Investments
Minnesota
$5.41M -$633K -26,980 -10%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$4.4M -$39.6K -1,686 -0.9%
LPL Financial
6
LPL Financial
California
$3.83M +$930K +39,632 +31%
FLPIM
7
F.L. Putnam Investment Management
Massachusetts
$2.5M +$512K +21,818 +25%
AWA
8
Aaron Wealth Advisors
Illinois
$1.98M +$1.07M +45,797 New
PI
9
PFS Investments
Georgia
$1.74M +$63.1K +2,689 +4%
Jane Street
10
Jane Street
New York
$1.44M -$135K -5,738 -8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.21M +$188K +8,029 +18%
Bank of America
12
Bank of America
North Carolina
$1.04M +$116K +4,961 +12%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$782K +$52.5K +2,236 +7%
HighTower Advisors
14
HighTower Advisors
Illinois
$522K +$516 +22 +0.1%
LFG
15
Lockerman Financial Group
California
$488K -$9.81K -418 -2%
UBS Group
16
UBS Group
Switzerland
$417K +$127K +5,407 +43%
CFIA
17
Cantor Fitzgerald Investment Advisors
New York
$411K -$2.89K -123 -0.7%
BBW
18
Blue Barn Wealth
Utah
$356K +$1.01K +43 +0.3%
MG
19
Mather Group
Illinois
$340K +$3.42K +146 +1%
Morgan Stanley
20
Morgan Stanley
New York
$335K +$308K +13,111 +959%
TA
21
Tiedemann Advisors
New York
$325K +$330K +14,048 New
BFG
22
Berger Financial Group
Minnesota
$315K -$46.7K -1,990 -13%
SBL
23
Sargent Bickham Lagudis
Colorado
$295K -$6.29K -268 -2%
Citadel Advisors
24
Citadel Advisors
Florida
$272K -$485K -20,655 -64%
AF
25
Advisornet Financial
Minnesota
$251K +$1.83K +78 +0.7%

NUHY Hedge Fund Activity: Q1 2022 in Review

46 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG High Yield Corporate Bond ETF (NUHY) for Q1 2022, worth a combined $78.2M — up 1.2% from $77.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NUHY positions and 4 closed out — a net gain of 4 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.1M. The largest seller was Gradient Investments, cutting an estimated $633K.

  • 46 institutional investors held Nuveen ESG High Yield Corporate Bond ETF (NUHY) as of Q1 2022, up from 44 in Q4 2021.
  • Funds reported $78.2M of Nuveen ESG High Yield Corporate Bond ETF stock for Q1 2022, up 1.2% quarter-over-quarter.
  • 8 funds opened new Nuveen ESG High Yield Corporate Bond ETF positions in Q1 2022 and 4 closed out, a net change of +4 holders.
  • The largest Nuveen ESG High Yield Corporate Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $1.1M added.
  • The largest Nuveen ESG High Yield Corporate Bond ETF seller in Q1 2022 was Gradient Investments, an estimated $633K sold.

Based on aggregated 13F filings for Q1 2022.