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Nuveen ESG High Yield Corporate Bond ETF

48 hedge funds and large institutions have $87M invested in Nuveen ESG High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

4.04% more ownership

Funds ownership: 80.64%84.68% (+4%)

2% more capital invested

Capital invested by funds: $85.1M → $87M (+$1.97M)

0% more funds holding

Funds holding: 4848 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$26.7M -$389 -19 -0%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.73M +$396K +19,353 +5%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.95M -$506K -24,729 -6%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.23M +$426K +20,818 +7%
LPL Financial
5
LPL Financial
California
$5.44M -$1.25M -61,084 -19%
Jane Street
6
Jane Street
New York
$5.37M +$3.27M +159,560 +157%
Fisher Asset Management
7
Fisher Asset Management
Washington
$4.59M +$308K +15,025 +7%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$3.82M -$574K -28,032 -13%
Bank of America
9
Bank of America
North Carolina
$2.92M +$256K +12,496 +10%
CAN
10
Cetera Advisor Networks
California
$1.47M +$363K +17,709 +33%
Morgan Stanley
11
Morgan Stanley
New York
$1.34M +$118K +5,769 +10%
PI
12
PFS Investments
Georgia
$1.31M -$16K -784 -1%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$1.29M +$54.8K +2,678 +4%
MG
14
Mather Group
Illinois
$1,000K +$164K +8,034 +20%
UBS Group
15
UBS Group
Switzerland
$879K +$146K +7,118 +20%
FNWM
16
Financial Network Wealth Management
Utah
$697K
HighTower Advisors
17
HighTower Advisors
Illinois
$581K +$2.83K +138 +0.5%
FTUS
18
Flow Traders U.S.
New York
$558K +$556K +27,164 New
AssetMark Inc
19
AssetMark Inc
California
$469K +$61.1K +2,983 +15%
Lido Advisors
20
Lido Advisors
California
$429K +$123K +6,010 +40%
KFAA
21
Klaas Financial Asset Advisors
Illinois
$406K +$68.2K +3,330 +20%
BBW
22
Blue Barn Wealth
Utah
$399K +$11K +539 +3%
AF
23
Advisornet Financial
Minnesota
$395K +$20 +1 +0%
LFG
24
Lockerman Financial Group
California
$391K -$83K -4,053 -18%
NYLIM
25
New York Life Investment Management
New York
$357K +$105K +5,144 +42%

NUHY Hedge Fund Activity: Q2 2023 in Review

48 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG High Yield Corporate Bond ETF (NUHY) for Q2 2023, worth a combined $87M — up 2.3% from $85.1M a quarter earlier.

Fund positioning in NUHY was balanced in Q2 2023: 7 funds opened new positions, 7 closed out, 24 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $3.27M. The largest seller was WCG Wealth Advisors, exiting entirely with an estimated $1.9M sold.

  • 48 institutional investors held Nuveen ESG High Yield Corporate Bond ETF (NUHY) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $87M of Nuveen ESG High Yield Corporate Bond ETF stock for Q2 2023, up 2.3% quarter-over-quarter.
  • 7 funds opened new Nuveen ESG High Yield Corporate Bond ETF positions in Q2 2023 and 7 closed out, a net change of 0 holders.
  • The largest Nuveen ESG High Yield Corporate Bond ETF buyer in Q2 2023 was Jane Street, an estimated $3.27M added.
  • The largest Nuveen ESG High Yield Corporate Bond ETF seller in Q2 2023 was WCG Wealth Advisors, an estimated $1.9M sold.

Based on aggregated 13F filings for Q2 2023.