Nuveen ESG 1-5 Year US Aggregate Bond ETF
NUSA
17 hedge funds and large institutions have $28.3M invested in Nuveen ESG 1-5 Year US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
40% more capital invested
Capital invested by funds: $20.2M → $28.3M (+$8.05M)
13% more funds holding
Funds holding: 15 → 17 (+2)
4.23% more ownership
Funds ownership: 73.12% → 77.35% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.7M |
| 2 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
+$2.71M |
| 3 |
PFBT
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
+$273K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$104K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.97M |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$124K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$72.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$12.6K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$9.01K |
NUSA Hedge Fund Activity: Q2 2023 in Review
17 of the 6,384 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) for Q2 2023, worth a combined $28.3M — up 40% from $20.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NUSA positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $8.7M. The largest seller was Jane Street, cutting an estimated $3.97M.
- 17 institutional investors held Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) as of Q2 2023, up from 15 in Q1 2023.
- Funds reported $28.3M of Nuveen ESG 1-5 Year US Aggregate Bond ETF stock for Q2 2023, up 40% quarter-over-quarter.
- 5 funds opened new Nuveen ESG 1-5 Year US Aggregate Bond ETF positions in Q2 2023 and 3 closed out, a net change of +2 holders.
- The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF buyer in Q2 2023 was LPL Financial, an estimated $8.7M added.
- The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF seller in Q2 2023 was Jane Street, an estimated $3.97M sold.
Based on aggregated 13F filings for Q2 2023.