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Nuveen ESG High Yield Corporate Bond ETF

49 hedge funds and large institutions have $83.3M invested in Nuveen ESG High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 4849 (+1)

1% more capital invested

Capital invested by funds: $82.5M → $83.3M (+$797K)

0.27% more ownership

Funds ownership: 80.48%80.75% (+0.27%)

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
22
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$27.4M +$122 +6 +0%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$7.46M -$365K -17,999 -5%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.32M -$654K -32,300 -8%
Fisher Asset Management
4
Fisher Asset Management
Washington
$5.65M +$91K +4,490 +2%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$5.14M +$35.2K +1,739 +0.7%
Morgan Stanley
6
Morgan Stanley
New York
$3.61M +$1.98M +97,577 +132%
Bank of America
7
Bank of America
North Carolina
$3.33M +$298K +14,691 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.31M +$58.5K +2,887 +2%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$2.52M -$1.44M -71,008 -37%
LPL Financial
10
LPL Financial
California
$2.29M -$3.98M -196,529 -64%
MG
11
Mather Group
Illinois
$2.26M +$608K +30,020 +39%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$1.54M +$94.9K +4,682 +7%
AWM
13
Axxcess Wealth Management
California
$1.09M +$449K +22,182 +75%
UBS Group
14
UBS Group
Switzerland
$917K +$59.7K +2,948 +7%
CAN
15
Cetera Advisor Networks
California
$753K +$35.5K +1,753 +5%
Osaic Holdings
16
Osaic Holdings
Arizona
$711K -$19K -939 -3%
FNWM
17
Financial Network Wealth Management
Utah
$688K -$21.5K -1,060 -3%
NYLIM
18
New York Life Investment Management
New York
$648K +$58.9K +2,908 +10%
HighTower Advisors
19
HighTower Advisors
Illinois
$610K +$15.8K +780 +3%
AssetMark Inc
20
AssetMark Inc
California
$588K +$40K +1,974 +8%
Lido Advisors
21
Lido Advisors
California
$552K -$26.5K -1,309 -5%
MAWA
22
Moss Adams Wealth Advisors
Washington
$464K +$446K +22,033 New
EWA
23
ERTS Wealth Advisors
Michigan
$463K +$75.3K +3,718 +20%
KFAA
24
Klaas Financial Asset Advisors
Illinois
$420K -$54.7K -2,699 -12%
AC
25
Adroit Compliance
$420K +$404K +19,963 New

NUHY Hedge Fund Activity: Q4 2023 in Review

49 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG High Yield Corporate Bond ETF (NUHY) for Q4 2023, worth a combined $83.3M — up 0.97% from $82.5M 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 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.98M. The largest seller was LPL Financial, cutting an estimated $3.98M.

  • 49 institutional investors held Nuveen ESG High Yield Corporate Bond ETF (NUHY) as of Q4 2023, up from 48 in Q3 2023.
  • Funds reported $83.3M of Nuveen ESG High Yield Corporate Bond ETF stock for Q4 2023, up 0.97% quarter-over-quarter.
  • 7 funds opened new Nuveen ESG High Yield Corporate Bond ETF positions in Q4 2023 and 6 closed out, a net change of +1 holder.
  • The largest Nuveen ESG High Yield Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.98M added.
  • The largest Nuveen ESG High Yield Corporate Bond ETF seller in Q4 2023 was LPL Financial, an estimated $3.98M sold.

Based on aggregated 13F filings for Q4 2023.