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Nuveen ESG 1-5 Year US Aggregate Bond ETF

15 hedge funds and large institutions have $17.3M invested in Nuveen ESG 1-5 Year US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

0.97% less ownership

Funds ownership: 50.48%49.52% (-0.97%)

10% less capital invested

Capital invested by funds: $19.2M → $17.3M (-$1.93M)

12% less funds holding

Funds holding: 1715 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
15
Holders Change
-2
Holders Change %
-11.76%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$6.98M
Bank of America
2
Bank of America
North Carolina
$2.53M +$39.9K +1,707 +2%
LPL Financial
3
LPL Financial
California
$1.69M +$1.19M +50,809 +235%
CA
4
Cetera Advisors
Colorado
$1.48M +$278K +11,863 +23%
UBS Group
5
UBS Group
Switzerland
$1.37M +$1.32M +56,555 +2,417%
BAM
6
Belpointe Asset Management
Nevada
$961K +$70K +2,991 +8%
PSF
7
Pacific Sun Financial
California
$803K -$28.1K -1,200 -3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$667K -$40.8K -1,745 -6%
SWP
9
Stratos Wealth Partners
Ohio
$642K -$71.2K -3,044 -10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$91K +$15.7K +670 +21%
Osaic Holdings
11
Osaic Holdings
Arizona
$51K
CMBA
12
C.M. Bidwell & Associates
Hawaii
$12K -$5.85K -250 -33%
GI
13
Gradient Investments
Minnesota
$5K +$4.56K +195 New
AF
14
Allworth Financial
California
$2K
Morgan Stanley
15
Morgan Stanley
New York
$2K
Jane Street
16
Jane Street
New York
-$3.23M -135,654 Closed
Citadel Advisors
17
Citadel Advisors
Florida
-$894K -37,574 Closed
SG
18
Stonnington Group
California
-$243K -10,320 Closed

NUSA Hedge Fund Activity: Q2 2022 in Review

15 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) for Q2 2022, worth a combined $17.3M — down 10% from $19.2M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NUSA and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 6 added.

The largest buyer was UBS Group, adding an estimated $1.32M. The largest seller was Jane Street, exiting entirely with an estimated $3.23M sold.

  • 15 institutional investors held Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) as of Q2 2022, down from 17 in Q1 2022.
  • Funds reported $17.3M of Nuveen ESG 1-5 Year US Aggregate Bond ETF stock for Q2 2022, down 10% quarter-over-quarter.
  • 1 fund opened new Nuveen ESG 1-5 Year US Aggregate Bond ETF positions in Q2 2022 and 3 closed out, a net change of -2 holders.
  • The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF buyer in Q2 2022 was UBS Group, an estimated $1.32M added.
  • The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF seller in Q2 2022 was Jane Street, an estimated $3.23M sold.

Based on aggregated 13F filings for Q2 2022.