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Nuveen ESG High Yield Corporate Bond ETF

53 hedge funds and large institutions have $60.8M invested in Nuveen ESG High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

9% more capital invested

Capital invested by funds: $55.6M → $60.8M (+$5.2M)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.31% less ownership

Funds ownership: 71.16%70.85% (-0.31%)

2% less funds holding

Funds holding: 5453 (-1)

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$7.32M +$209K +10,003 +3%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$7.27M -$644K -30,840 -8%
Morgan Stanley
3
Morgan Stanley
New York
$6.12M +$2.43M +116,267 +66%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$5.1M -$12.6K -604 -0.2%
Bank of America
5
Bank of America
North Carolina
$3.64M -$165K -7,920 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.33M +$79.7K +3,819 +2%
MG
7
Mather Group
Illinois
$2.78M +$507K +24,266 +23%
UBS Group
8
UBS Group
Switzerland
$2.61M +$1.71M +81,876 +191%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$2.38M -$71.4K -3,421 -3%
LPL Financial
10
LPL Financial
California
$2.3M -$50.1K -2,399 -2%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$2.03M +$255K +12,208 +14%
SA
12
Stewardship Advisors
Pennsylvania
$1.89M +$1.89M +90,342 New
SEI Investments
13
SEI Investments
Pennsylvania
$1.43M +$747K +35,798 +109%
Fisher Asset Management
14
Fisher Asset Management
Washington
$1.31M -$33.7K -1,614 -3%
AWM
15
Axxcess Wealth Management
California
$1.11M -$1.73K -83 -0.2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$828K +$21.1K +1,013 +3%
AssetMark Inc
17
AssetMark Inc
California
$758K +$126K +6,018 +20%
FNWM
18
Financial Network Wealth Management
Utah
$683K -$1.04K -50 -0.2%
HighTower Advisors
19
HighTower Advisors
Illinois
$668K +$47.4K +2,269 +8%
Lido Advisors
20
Lido Advisors
California
$640K -$101K -4,852 -14%
JP Morgan Chase
21
JP Morgan Chase
New York
$591K +$532K +25,460 +919%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$555K -$311K -14,878 -36%
EWA
23
ERTS Wealth Advisors
Michigan
$496K +$3.36K +161 +0.7%
MAWA
24
Moss Adams Wealth Advisors
Washington
$439K +$14K +672 +3%
AF
25
Advisornet Financial
Minnesota
$405K -$13.8K -663 -3%

NUHY Hedge Fund Activity: Q2 2024 in Review

53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG High Yield Corporate Bond ETF (NUHY) for Q2 2024, worth a combined $60.8M — up 9.4% from $55.6M a quarter earlier.

Fund positioning in NUHY was balanced in Q2 2024: 7 funds opened new positions, 7 closed out, 21 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.43M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $833K sold.

  • 53 institutional investors held Nuveen ESG High Yield Corporate Bond ETF (NUHY) as of Q2 2024, down from 54 in Q1 2024.
  • Funds reported $60.8M of Nuveen ESG High Yield Corporate Bond ETF stock for Q2 2024, up 9.4% quarter-over-quarter.
  • 7 funds opened new Nuveen ESG High Yield Corporate Bond ETF positions in Q2 2024 and 7 closed out, a net change of 0 holders.
  • The largest Nuveen ESG High Yield Corporate Bond ETF buyer in Q2 2024 was Morgan Stanley, an estimated $2.43M added.
  • The largest Nuveen ESG High Yield Corporate Bond ETF seller in Q2 2024 was Retirement Capital Strategies, an estimated $833K sold.

Based on aggregated 13F filings for Q2 2024.