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Nuveen ESG High Yield Corporate Bond ETF

42 hedge funds and large institutions have $82M invested in Nuveen ESG High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

15% more capital invested

Capital invested by funds: $71.4M → $82M (+$10.6M)

4.22% more ownership

Funds ownership: 78.39%82.61% (+4.2%)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2% less funds holding

Funds holding: 4342 (-1)

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$26.3M +$81 +4 +0%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$8.68M +$10.7K +528 +0.1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.76M +$46.1K +2,273 +0.6%
LPL Financial
4
LPL Financial
California
$6.03M +$677K +33,355 +13%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$5.72M +$1.82M +89,547 +46%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$5.46M +$1.94M +95,405 +55%
Fisher Asset Management
7
Fisher Asset Management
Washington
$3.94M +$926K +45,627 +31%
Bank of America
8
Bank of America
North Carolina
$2.55M +$4.37K +215 +0.2%
WWA
9
WCG Wealth Advisors
Nevada
$1.79M +$255K +12,547 +17%
UBS Group
10
UBS Group
Switzerland
$1.69M -$65.8K -3,243 -4%
Jane Street
11
Jane Street
New York
$1.6M +$589K +29,016 +58%
PI
12
PFS Investments
Georgia
$1.28M -$65.2K -3,213 -5%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$1.1M +$139K +6,854 +14%
CAN
14
Cetera Advisor Networks
California
$958K +$607K +29,910 +172%
Morgan Stanley
15
Morgan Stanley
New York
$853K +$250K +12,292 +41%
MG
16
Mather Group
Illinois
$733K +$67.3K +3,313 +10%
FNWM
17
Financial Network Wealth Management
Utah
$684K +$686K +33,768 New
HighTower Advisors
18
HighTower Advisors
Illinois
$567K +$142 +7 +0%
LFG
19
Lockerman Financial Group
California
$481K -$20.9K -1,027 -4%
AF
20
Advisornet Financial
Minnesota
$409K +$4.99K +246 +1%
BBW
21
Blue Barn Wealth
Utah
$367K -$38.3K -1,888 -9%
CF
22
Cantor Fitzgerald
New York
$366K -$1.46K -72 -0.4%
AssetMark Inc
23
AssetMark Inc
California
$356K +$114K +5,624 +47%
KFAA
24
Klaas Financial Asset Advisors
Illinois
$317K +$38.5K +1,897 +14%
SBL
25
Sargent Bickham Lagudis
Colorado
$301K -$14.9K -733 -5%

NUHY Hedge Fund Activity: Q4 2022 in Review

42 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG High Yield Corporate Bond ETF (NUHY) for Q4 2022, worth a combined $82M — up 15% from $71.4M a quarter earlier.

Fund positioning in NUHY was balanced in Q4 2022: 7 funds opened new positions, 7 closed out, 23 added to existing stakes and 8 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $1.94M. The largest seller was Citadel Advisors, exiting entirely with an estimated $573K sold.

  • 42 institutional investors held Nuveen ESG High Yield Corporate Bond ETF (NUHY) as of Q4 2022, down from 43 in Q3 2022.
  • Funds reported $82M of Nuveen ESG High Yield Corporate Bond ETF stock for Q4 2022, up 15% quarter-over-quarter.
  • 7 funds opened new Nuveen ESG High Yield Corporate Bond ETF positions in Q4 2022 and 7 closed out, a net change of 0 holders.
  • The largest Nuveen ESG High Yield Corporate Bond ETF buyer in Q4 2022 was Bank of New York Mellon, an estimated $1.94M added.
  • The largest Nuveen ESG High Yield Corporate Bond ETF seller in Q4 2022 was Citadel Advisors, an estimated $573K sold.

Based on aggregated 13F filings for Q4 2022.