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Nuveen ESG 1-5 Year US Aggregate Bond ETF

18 hedge funds and large institutions have $23.5M invested in Nuveen ESG 1-5 Year US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

6% more funds holding

Funds holding: 1718 (+1)

2.39% more ownership

Funds ownership: 55.68%58.06% (+2.4%)

3% less capital invested

Capital invested by funds: $24.2M → $23.5M (-$646K)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change

NUSA Hedge Fund Activity: Q1 2021 in Review

18 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) for Q1 2021, worth a combined $23.5M — down 2.7% from $24.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NUSA positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $266K. The largest seller was Flow Traders U.S., exiting entirely with an estimated $800K sold.

  • 18 institutional investors held Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) as of Q1 2021, up from 17 in Q4 2020.
  • Funds reported $23.5M of Nuveen ESG 1-5 Year US Aggregate Bond ETF stock for Q1 2021, down 2.7% quarter-over-quarter.
  • 3 funds opened new Nuveen ESG 1-5 Year US Aggregate Bond ETF positions in Q1 2021 and 2 closed out, a net change of +1 holder.
  • The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $266K added.
  • The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF seller in Q1 2021 was Flow Traders U.S., an estimated $800K sold.

Based on aggregated 13F filings for Q1 2021.