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Nuveen ESG High Yield Corporate Bond ETF

48 hedge funds and large institutions have $85.1M invested in Nuveen ESG High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 9

14% more funds holding

Funds holding: 4248 (+6)

4% more capital invested

Capital invested by funds: $82M → $85.1M (+$3.04M)

1.97% less ownership

Funds ownership: 82.61%80.64% (-2%)

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
27
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$27M +$41 +2 +0%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$8.54M -$347K -16,859 -4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.42M +$466K +22,631 +6%
LPL Financial
4
LPL Financial
California
$6.76M +$580K +28,199 +9%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$5.86M +$265K +12,883 +5%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$4.46M -$1.39M -67,317 -24%
Fisher Asset Management
7
Fisher Asset Management
Washington
$4.32M +$284K +13,785 +7%
Bank of America
8
Bank of America
North Carolina
$2.69M +$80K +3,887 +3%
Jane Street
9
Jane Street
New York
$2.11M +$458K +22,269 +28%
WWA
10
WCG Wealth Advisors
Nevada
$1.9M +$59.1K +2,871 +3%
PI
11
PFS Investments
Georgia
$1.32M +$20.2K +980 +2%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$1.25M +$119K +5,781 +11%
Morgan Stanley
13
Morgan Stanley
New York
$1.23M +$355K +17,231 +41%
CAN
14
Cetera Advisor Networks
California
$1.11M +$131K +6,354 +13%
MG
15
Mather Group
Illinois
$842K +$91.4K +4,439 +12%
UBS Group
16
UBS Group
Switzerland
$739K -$986K -47,911 -57%
FNWM
17
Financial Network Wealth Management
Utah
$702K +$1.56K +76 +0.2%
HighTower Advisors
18
HighTower Advisors
Illinois
$583K +$823 +40 +0.1%
LFG
19
Lockerman Financial Group
California
$478K -$14.1K -686 -3%
AssetMark Inc
20
AssetMark Inc
California
$412K +$47K +2,284 +13%
AF
21
Advisornet Financial
Minnesota
$399K -$20K -970 -5%
BBW
22
Blue Barn Wealth
Utah
$392K +$15.4K +749 +4%
CF
23
Cantor Fitzgerald
New York
$352K -$23.1K -1,122 -6%
KFAA
24
Klaas Financial Asset Advisors
Illinois
$340K +$14.9K +724 +5%
EWA
25
ERTS Wealth Advisors
Michigan
$338K +$73.4K +3,564 +28%

NUHY Hedge Fund Activity: Q1 2023 in Review

48 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG High Yield Corporate Bond ETF (NUHY) for Q1 2023, worth a combined $85.1M — up 3.7% from $82M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NUHY positions and 2 closed out — a net gain of 7 holders — while 27 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $580K. The largest seller was HSBC Holdings, cutting an estimated $1.39M.

  • 48 institutional investors held Nuveen ESG High Yield Corporate Bond ETF (NUHY) as of Q1 2023, up from 42 in Q4 2022.
  • Funds reported $85.1M of Nuveen ESG High Yield Corporate Bond ETF stock for Q1 2023, up 3.7% quarter-over-quarter.
  • 9 funds opened new Nuveen ESG High Yield Corporate Bond ETF positions in Q1 2023 and 2 closed out, a net change of +7 holders.
  • The largest Nuveen ESG High Yield Corporate Bond ETF buyer in Q1 2023 was LPL Financial, an estimated $580K added.
  • The largest Nuveen ESG High Yield Corporate Bond ETF seller in Q1 2023 was HSBC Holdings, an estimated $1.39M sold.

Based on aggregated 13F filings for Q1 2023.