Nuveen ESG 1-5 Year US Aggregate Bond ETF
NUSA
8 hedge funds and large institutions have $25M invested in Nuveen ESG 1-5 Year US Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
14% more funds holding
Funds holding: 7 → 8 (+1)
8% more capital invested
Capital invested by funds: $23.3M → $25M (+$1.77M)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.96% less ownership
Funds ownership: 86.85% → 85.89% (-0.96%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$19.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.23M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.11M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$188K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$7.49K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Teachers Advisors
New York
|
-$19.6M |
| 2 |
Jane Street
New York
|
-$648K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$37K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$13.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
N
1
Nuveen
Charlotte,
North Carolina
| $19.5M | +$19.5M | +803,500 | New |
|
|
2
Bank of America
Charlotte,
North Carolina
| $2.51M | +$1.11M | +45,452 | +78% |
|
|
3
Citadel Advisors
Miami,
Florida
| $1.23M | +$1.23M | +50,608 | New |
|
|
CA
4
Cetera Advisors
Denver,
Colorado
| $717K | +$188K | +7,708 | +35% |
|
|
5
Jane Street
New York
| $702K | -$648K | -26,657 | -48% |
|
|
IWM
6
IHT Wealth Management
Chicago,
Illinois
| $228K | – | – | – |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $124K | -$13.6K | -559 | -10% |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $7K | +$7.49K | +308 | New |
|
|
TA
9
Teachers Advisors
New York
| – | -$19.6M | -803,500 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$37K | -1,500 | Closed |
|
NUSA Hedge Fund Activity: Q3 2018 in Review
8 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) for Q3 2018, worth a combined $25M — up 7.6% from $23.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NUSA positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Nuveen, opening a new position worth an estimated $19.5M. The largest seller was Teachers Advisors, exiting entirely with an estimated $19.6M sold.
- 8 institutional investors held Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) as of Q3 2018, up from 7 in Q2 2018.
- Funds reported $25M of Nuveen ESG 1-5 Year US Aggregate Bond ETF stock for Q3 2018, up 7.6% quarter-over-quarter.
- 3 funds opened new Nuveen ESG 1-5 Year US Aggregate Bond ETF positions in Q3 2018 and 2 closed out, a net change of +1 holder.
- The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF buyer in Q3 2018 was Nuveen, an estimated $19.5M added.
- The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF seller in Q3 2018 was Teachers Advisors, an estimated $19.6M sold.
Based on aggregated 13F filings for Q3 2018.