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Nuveen ESG High Yield Corporate Bond ETF

48 hedge funds and large institutions have $64.3M invested in Nuveen ESG High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

6% more capital invested

Capital invested by funds: $60.8M → $64.3M (+$3.49M)

0.31% less ownership

Funds ownership: 70.85%70.53% (-0.31%)

9% less funds holding

Funds holding: 5348 (-5)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
48
Holders Change
-5
Holders Change %
-9.43%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
23
Reduced
11
Closed
7
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
$8.45M +$890K +41,720 +12%
Morgan Stanley
2
Morgan Stanley
New York
$7.23M +$866K +40,597 +14%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.63M -$950K -44,512 -13%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$5.35M +$55.3K +2,590 +1%
MG
5
Mather Group
Illinois
$4.06M +$1.18M +55,113 +42%
Bank of America
6
Bank of America
North Carolina
$3.8M +$16.7K +782 +0.4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.71M +$255K +11,969 +8%
UBS Group
8
UBS Group
Switzerland
$2.66M -$40.5K -1,899 -2%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$2.53M +$411K +19,244 +20%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$2.45M -$20.9K -981 -0.9%
LPL Financial
11
LPL Financial
California
$2.45M +$57.7K +2,703 +2%
SA
12
Stewardship Advisors
Pennsylvania
$2.04M +$73.7K +3,453 +4%
SEI Investments
13
SEI Investments
Pennsylvania
$1.79M +$294K +13,800 +20%
AWM
14
Axxcess Wealth Management
California
$1.14M -$5.59K -262 -0.5%
AssetMark Inc
15
AssetMark Inc
California
$892K +$104K +4,869 +13%
JP Morgan Chase
16
JP Morgan Chase
New York
$802K +$186K +8,716 +31%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$801K -$57K -2,671 -7%
FNWM
18
Financial Network Wealth Management
Utah
$709K
HighTower Advisors
19
HighTower Advisors
Illinois
$709K +$16.2K +760 +2%
Lido Advisors
20
Lido Advisors
California
$596K -$67.6K -3,171 -10%
EWA
21
ERTS Wealth Advisors
Michigan
$537K +$21.4K +1,001 +4%
Wells Fargo
22
Wells Fargo
California
$486K +$174K +8,156 +57%
AF
23
Advisornet Financial
Minnesota
$420K
BBW
24
Blue Barn Wealth
Utah
$414K
MAWA
25
Moss Adams Wealth Advisors
Washington
$405K -$49.3K -2,310 -11%

NUHY Hedge Fund Activity: Q3 2024 in Review

48 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG High Yield Corporate Bond ETF (NUHY) for Q3 2024, worth a combined $64.3M — up 5.7% from $60.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NUHY and 3 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 23 added.

The largest buyer was Mather Group, adding an estimated $1.18M. The largest seller was Fisher Asset Management, exiting entirely with an estimated $1.31M sold.

  • 48 institutional investors held Nuveen ESG High Yield Corporate Bond ETF (NUHY) as of Q3 2024, down from 53 in Q2 2024.
  • Funds reported $64.3M of Nuveen ESG High Yield Corporate Bond ETF stock for Q3 2024, up 5.7% quarter-over-quarter.
  • 3 funds opened new Nuveen ESG High Yield Corporate Bond ETF positions in Q3 2024 and 7 closed out, a net change of -4 holders.
  • The largest Nuveen ESG High Yield Corporate Bond ETF buyer in Q3 2024 was Mather Group, an estimated $1.18M added.
  • The largest Nuveen ESG High Yield Corporate Bond ETF seller in Q3 2024 was Fisher Asset Management, an estimated $1.31M sold.

Based on aggregated 13F filings for Q3 2024.