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Nuveen ESG High Yield Corporate Bond ETF

43 hedge funds and large institutions have $71.4M invested in Nuveen ESG High Yield Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 4

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

5% more funds holding

Funds holding: 4143 (+2)

0.18% less ownership

Funds ownership: 78.57%78.39% (-0.18%)

1% less capital invested

Capital invested by funds: $72.1M → $71.4M (-$665K)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
26
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$25.6M +$397 +19 +0%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$8.42M +$442K +21,131 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.49M +$122K +5,827 +2%
LPL Financial
4
LPL Financial
California
$5.2M +$977K +46,730 +21%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$3.8M -$38.6K -1,848 -0.9%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$3.42M +$2.5M +119,851 +221%
Fisher Asset Management
7
Fisher Asset Management
Washington
$2.93M +$3.11M +148,866 New
Bank of America
8
Bank of America
North Carolina
$2.47M +$535K +25,609 +26%
UBS Group
9
UBS Group
Switzerland
$1.71M +$109K +5,193 +6%
WWA
10
WCG Wealth Advisors
Nevada
$1.65M +$169K +8,087 +12%
Jane Street
11
Jane Street
New York
$988K -$2.78M -133,165 -73%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$935K +$139K +6,638 +16%
MG
13
Mather Group
Illinois
$647K +$323K +15,435 +89%
Morgan Stanley
14
Morgan Stanley
New York
$587K +$281K +13,436 +82%
Citadel Advisors
15
Citadel Advisors
Florida
$573K +$285K +13,631 +88%
HighTower Advisors
16
HighTower Advisors
Illinois
$550K +$397 +19 +0.1%
LFG
17
Lockerman Financial Group
California
$488K +$75.9K +3,634 +17%
FTUS
18
Flow Traders U.S.
New York
$479K +$508K +24,325 New
BBW
19
Blue Barn Wealth
Utah
$394K
AF
20
Advisornet Financial
Minnesota
$392K +$190K +9,089 +84%
CF
21
Cantor Fitzgerald
New York
$357K +$18.3K +876 +5%
CAN
22
Cetera Advisor Networks
California
$342K +$363K +17,392 New
SBL
23
Sargent Bickham Lagudis
Colorado
$307K +$25.5K +1,219 +8%
KFAA
24
Klaas Financial Asset Advisors
Illinois
$271K +$120K +5,751 +72%
AssetMark Inc
25
AssetMark Inc
California
$235K +$153K +7,328 +159%

NUHY Hedge Fund Activity: Q3 2022 in Review

43 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG High Yield Corporate Bond ETF (NUHY) for Q3 2022, worth a combined $71.4M — down 0.92% from $72.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NUHY positions and 5 closed out — a net gain of 2 holders — while 26 added to existing stakes and 4 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $3.11M. The largest seller was Gradient Investments, cutting an estimated $3.99M.

  • 43 institutional investors held Nuveen ESG High Yield Corporate Bond ETF (NUHY) as of Q3 2022, up from 41 in Q2 2022.
  • Funds reported $71.4M of Nuveen ESG High Yield Corporate Bond ETF stock for Q3 2022, down 0.92% quarter-over-quarter.
  • 7 funds opened new Nuveen ESG High Yield Corporate Bond ETF positions in Q3 2022 and 5 closed out, a net change of +2 holders.
  • The largest Nuveen ESG High Yield Corporate Bond ETF buyer in Q3 2022 was Fisher Asset Management, an estimated $3.11M added.
  • The largest Nuveen ESG High Yield Corporate Bond ETF seller in Q3 2022 was Gradient Investments, an estimated $3.99M sold.

Based on aggregated 13F filings for Q3 2022.