Nuveen ESG 1-5 Year US Aggregate Bond ETF
NUSA
17 hedge funds and large institutions have $37.8M invested in Nuveen ESG 1-5 Year US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
34% more capital invested
Capital invested by funds: $28.3M → $37.8M (+$9.56M)
10.53% more ownership
Funds ownership: 77.35% → 87.88% (+11%)
0% more funds holding
Funds holding: 17 → 17 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.45M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.56M |
| 3 |
Jane Street
New York
|
+$3.88M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$817K |
| 5 |
PFBT
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
+$291K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$4.36M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$293K |
| 3 |
PSF
Pacific Sun Financial
Los Angeles,
California
|
-$269K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$236K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$214K |
NUSA Hedge Fund Activity: Q3 2023 in Review
17 of the 6,311 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) for Q3 2023, worth a combined $37.8M — up 34% from $28.3M a quarter earlier.
Fund positioning in NUSA was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.45M. The largest seller was Sterling Manor Financial, exiting entirely with an estimated $4.36M sold.
- 17 institutional investors held Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $37.8M of Nuveen ESG 1-5 Year US Aggregate Bond ETF stock for Q3 2023, up 34% quarter-over-quarter.
- 3 funds opened new Nuveen ESG 1-5 Year US Aggregate Bond ETF positions in Q3 2023 and 3 closed out, a net change of 0 holders.
- The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF buyer in Q3 2023 was LPL Financial, an estimated $5.45M added.
- The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF seller in Q3 2023 was Sterling Manor Financial, an estimated $4.36M sold.
Based on aggregated 13F filings for Q3 2023.