Nuveen ESG High Yield Corporate Bond ETF
NUHY
49 hedge funds and large institutions have $81.4M 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.
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: 48 → 49 (+1)
1% less capital invested
Capital invested by funds: $82.3M → $81.4M (-$856K)
1.33% less ownership
Funds ownership: 80.33% → 79% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Mather Group
Chicago,
Illinois
|
+$608K |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$449K |
| 3 |
MAWA
Moss Adams Wealth Advisors
Seattle,
Washington
|
+$446K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$298K |
| 5 |
Morgan Stanley
New York
|
+$241K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.98M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
-$1.44M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$654K |
| 4 |
Bank of New York Mellon
New York
|
-$365K |
| 5 |
CF
Cantor Fitzgerald
New York
|
-$352K |
NUHY Hedge Fund Activity: Q4 2023 in Review
49 of the 6,869 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 $81.4M — down 1% from $82.3M 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 Mather Group, adding an estimated $608K. 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 $81.4M of Nuveen ESG High Yield Corporate Bond ETF stock for Q4 2023, down 1% 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 Mather Group, an estimated $608K 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.