Nuveen ESG 1-5 Year US Aggregate Bond ETF
NUSA
11 hedge funds and large institutions have $22.7M invested in Nuveen ESG 1-5 Year US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 0 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
22% more funds holding
Funds holding: 9 → 11 (+2)
2.89% less ownership
Funds ownership: 85.59% → 82.7% (-2.9%)
17% less capital invested
Capital invested by funds: $27.4M → $22.7M (-$4.75M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$353K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$125K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$87.8K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$59.8K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$21K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$4.82M |
| 2 |
Jane Street
New York
|
-$790K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$66K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$642 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
N
1
Nuveen
Charlotte,
North Carolina
| $15.2M | -$4.82M | -195,000 | -24% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $2.73M | +$125K | +5,066 | +5% |
|
|
3
Jane Street
New York
| $1.64M | -$790K | -32,008 | -33% |
|
|
AG
4
Advisor Group
Phoenix,
Arizona
| $871K | +$59.8K | +2,422 | +7% |
|
|
CA
5
Cetera Advisors
Denver,
Colorado
| $867K | +$87.8K | +3,557 | +11% |
|
|
6
Citadel Advisors
Miami,
Florida
| $662K | -$66K | -2,672 | -9% |
|
|
SWP
7
Stratos Wealth Partners
Beachwood,
Ohio
| $356K | +$353K | +14,275 | New |
|
|
IWM
8
IHT Wealth Management
Chicago,
Illinois
| $239K | +$5.06K | +205 | +2% |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $132K | +$21K | +851 | +19% |
|
|
LTFS
10
Ladenburg Thalmann Financial Services
Miami,
Florida
| $10K | -$642 | -26 | -6% |
|
11
UBS Group
Zurich,
Switzerland
| $8K | +$7.93K | +321 | New |
|
NUSA Hedge Fund Activity: Q2 2019 in Review
11 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) for Q2 2019, worth a combined $22.7M — down 17% from $27.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NUSA positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $353K. The largest seller was Nuveen, cutting an estimated $4.82M.
- 11 institutional investors held Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) as of Q2 2019, up from 9 in Q1 2019.
- Funds reported $22.7M of Nuveen ESG 1-5 Year US Aggregate Bond ETF stock for Q2 2019, down 17% quarter-over-quarter.
- 2 funds opened new Nuveen ESG 1-5 Year US Aggregate Bond ETF positions in Q2 2019 and 0 closed out, a net change of +2 holders.
- The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF buyer in Q2 2019 was Stratos Wealth Partners, an estimated $353K added.
- The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF seller in Q2 2019 was Nuveen, an estimated $4.82M sold.
Based on aggregated 13F filings for Q2 2019.