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Nuveen ESG High Yield Corporate Bond ETF

48 hedge funds and large institutions have $82.5M invested in Nuveen ESG High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 4848 (0)

4.2% less ownership

Funds ownership: 84.68%80.48% (-4.2%)

5% less capital invested

Capital invested by funds: $87M → $82.5M (-$4.57M)

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
22
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$26.1M -$41 -2 -0%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.64M -$126K -6,176 -2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$7.48M +$1.41M +69,321 +23%
LPL Financial
4
LPL Financial
California
$6.13M +$828K +40,615 +15%
Fisher Asset Management
5
Fisher Asset Management
Washington
$5.3M +$831K +40,746 +18%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$4.88M +$4.95M +242,677 New
HSBC Holdings
7
HSBC Holdings
United Kingdom
$3.83M +$79.4K +3,896 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.11M -$5.51M -270,275 -64%
Bank of America
9
Bank of America
North Carolina
$2.89M +$31.7K +1,557 +1%
MG
10
Mather Group
Illinois
$1.55M +$586K +28,752 +59%
Morgan Stanley
11
Morgan Stanley
New York
$1.48M +$177K +8,696 +13%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$1.38M +$121K +5,932 +9%
UBS Group
13
UBS Group
Switzerland
$816K -$43.4K -2,127 -5%
Osaic Holdings
14
Osaic Holdings
Arizona
$698K +$500K +24,542 +241%
CAN
15
Cetera Advisor Networks
California
$684K -$761K -37,342 -52%
FNWM
16
Financial Network Wealth Management
Utah
$674K -$1.24K -61 -0.2%
AWM
17
Axxcess Wealth Management
California
$598K +$607K +29,755 New
HighTower Advisors
18
HighTower Advisors
Illinois
$569K +$204 +10 +0%
NYLIM
19
New York Life Investment Management
New York
$561K +$214K +10,521 +61%
Lido Advisors
20
Lido Advisors
California
$553K +$135K +6,639 +32%
AssetMark Inc
21
AssetMark Inc
California
$522K +$64K +3,140 +14%
KFAA
22
Klaas Financial Asset Advisors
Illinois
$455K +$59.9K +2,938 +15%
BBW
23
Blue Barn Wealth
Utah
$395K +$4.73K +232 +1%
AF
24
Advisornet Financial
Minnesota
$385K -$1.02K -50 -0.3%
LFG
25
Lockerman Financial Group
California
$381K -$1.04K -51 -0.3%

NUHY Hedge Fund Activity: Q3 2023 in Review

48 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG High Yield Corporate Bond ETF (NUHY) for Q3 2023, worth a combined $82.5M — down 5.3% from $87M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NUHY positions and 6 closed out — a net gain of 1 holder — while 22 added to existing stakes and 12 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $1.41M. The largest seller was Envestnet Asset Management, cutting an estimated $5.51M.

  • 48 institutional investors held Nuveen ESG High Yield Corporate Bond ETF (NUHY) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $82.5M of Nuveen ESG High Yield Corporate Bond ETF stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 7 funds opened new Nuveen ESG High Yield Corporate Bond ETF positions in Q3 2023 and 6 closed out, a net change of +1 holder.
  • The largest Nuveen ESG High Yield Corporate Bond ETF buyer in Q3 2023 was Bank of New York Mellon, an estimated $1.41M added.
  • The largest Nuveen ESG High Yield Corporate Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $5.51M sold.

Based on aggregated 13F filings for Q3 2023.