We are live on ! Find out more
NUHY icon

Nuveen ESG High Yield Corporate Bond ETF

54 hedge funds and large institutions have $55.6M invested in Nuveen ESG High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

10% more funds holding

Funds holding: 4954 (+5)

9.6% less ownership

Funds ownership: 80.75%71.16% (-9.6%)

33% less capital invested

Capital invested by funds: $83.3M → $55.6M (-$27.7M)

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
23
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$7.99M +$502K +23,928 +7%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.18M -$173K -8,253 -2%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$5.16M +$1.09K +52 +0%
Bank of America
4
Bank of America
North Carolina
$3.85M +$497K +23,666 +15%
Morgan Stanley
5
Morgan Stanley
New York
$3.72M +$99K +4,715 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.28M -$48.3K -2,300 -1%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$2.48M -$56.8K -2,704 -2%
LPL Financial
8
LPL Financial
California
$2.38M +$77.4K +3,689 +3%
MG
9
Mather Group
Illinois
$2.26M +$2.31K +110 +0.1%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$1.8M +$244K +11,630 +16%
Fisher Asset Management
11
Fisher Asset Management
Washington
$1.36M -$4.29M -204,340 -76%
AWM
12
Axxcess Wealth Management
California
$1.12M +$23.8K +1,134 +2%
UBS Group
13
UBS Group
Switzerland
$904K -$15.7K -749 -2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$875K +$869K +41,414 New
RCS
15
Retirement Capital Strategies
California
$833K +$828K +39,441 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$815K +$810K +38,587 New
Lido Advisors
17
Lido Advisors
California
$749K +$194K +9,248 +35%
CAN
18
Cetera Advisor Networks
California
$728K -$27.3K -1,299 -4%
SEI Investments
19
SEI Investments
Pennsylvania
$691K +$687K +32,706 New
FNWM
20
Financial Network Wealth Management
Utah
$685K
AssetMark Inc
21
AssetMark Inc
California
$638K +$47.2K +2,251 +8%
HighTower Advisors
22
HighTower Advisors
Illinois
$627K +$15.4K +735 +3%
EWA
23
ERTS Wealth Advisors
Michigan
$498K +$32.2K +1,536 +7%
KFAA
24
Klaas Financial Asset Advisors
Illinois
$451K +$29.1K +1,387 +7%
MAWA
25
Moss Adams Wealth Advisors
Washington
$429K -$36.2K -1,723 -8%

NUHY Hedge Fund Activity: Q1 2024 in Review

54 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG High Yield Corporate Bond ETF (NUHY) for Q1 2024, worth a combined $55.6M — down 33% from $83.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NUHY positions and 5 closed out — a net gain of 6 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $869K. The largest seller was Nuveen, exiting entirely with an estimated $27.4M sold.

  • 54 institutional investors held Nuveen ESG High Yield Corporate Bond ETF (NUHY) as of Q1 2024, up from 49 in Q4 2023.
  • Funds reported $55.6M of Nuveen ESG High Yield Corporate Bond ETF stock for Q1 2024, down 33% quarter-over-quarter.
  • 11 funds opened new Nuveen ESG High Yield Corporate Bond ETF positions in Q1 2024 and 5 closed out, a net change of +6 holders.
  • The largest Nuveen ESG High Yield Corporate Bond ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $869K added.
  • The largest Nuveen ESG High Yield Corporate Bond ETF seller in Q1 2024 was Nuveen, an estimated $27.4M sold.

Based on aggregated 13F filings for Q1 2024.