Nuveen ESG 1-5 Year US Aggregate Bond ETF
NUSA
12 hedge funds and large institutions have $23.4M invested in Nuveen ESG 1-5 Year US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 0 closing their positions.
9% more funds holding
Funds holding: 11 → 12 (+1)
12.38% less ownership
Funds ownership: 77.6% → 65.22% (-12%)
19% less capital invested
Capital invested by funds: $29M → $23.4M (-$5.59M)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$5.42M |
| 2 |
Jane Street
New York
|
+$2.51M |
| 3 |
LPL Financial
San Diego,
California
|
+$763K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.63K |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$25 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$14M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$998K |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$33.4K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$31.7K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$5.54K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
N
1
Nuveen
Charlotte,
North Carolina
| $7.68M | – | – | – |
|
|
2
Citadel Advisors
Miami,
Florida
| $5.98M | +$5.42M | +214,110 | +1,101% |
|
|
3
Jane Street
New York
| $3.59M | +$2.51M | +99,043 | +241% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $3.39M | -$14M | -552,288 | -81% |
|
|
CA
5
Cetera Advisors
Denver,
Colorado
| $1.06M | -$5.54K | -219 | -0.5% |
|
|
6
LPL Financial
San Diego,
California
| $772K | +$763K | +30,158 | New |
|
|
SWP
7
Stratos Wealth Partners
Beachwood,
Ohio
| $653K | – | – | – |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $124K | -$31.7K | -1,253 | -21% |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $88K | -$998K | -39,442 | -92% |
|
|
10
UBS Group
Zurich,
Switzerland
| $36K | +$6.63K | +262 | +23% |
|
|
AF
11
Allworth Financial
Folsom,
California
| $4K | +$25 | +1 | +0.6% |
|
|
CFA
12
Carroll Financial Associates
Charlotte,
North Carolina
| $2K | -$33.4K | -1,319 | -94% |
|
NUSA Hedge Fund Activity: Q2 2020 in Review
12 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) for Q2 2020, worth a combined $23.4M — down 19% from $29M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new NUSA positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $5.42M. The largest seller was Bank of America, cutting an estimated $14M.
- 12 institutional investors held Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) as of Q2 2020, up from 11 in Q1 2020.
- Funds reported $23.4M of Nuveen ESG 1-5 Year US Aggregate Bond ETF stock for Q2 2020, down 19% quarter-over-quarter.
- 1 fund opened new Nuveen ESG 1-5 Year US Aggregate Bond ETF positions in Q2 2020 and 0 closed out, a net change of +1 holder.
- The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF buyer in Q2 2020 was Citadel Advisors, an estimated $5.42M added.
- The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF seller in Q2 2020 was Bank of America, an estimated $14M sold.
Based on aggregated 13F filings for Q2 2020.