Nuveen ESG 1-5 Year US Aggregate Bond ETF
NUSA
19 hedge funds and large institutions have $17.6M invested in Nuveen ESG 1-5 Year US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
12% more funds holding
Funds holding: 17 → 19 (+2)
18.3% less ownership
Funds ownership: 87.88% → 69.58% (-18%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
53% less capital invested
Capital invested by funds: $37.8M → $17.6M (-$20.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$524K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$320K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$159K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$39.7K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$13.3M |
| 2 |
Jane Street
New York
|
-$3.92M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.59M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$935K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$820K |
NUSA Hedge Fund Activity: Q4 2023 in Review
19 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) for Q4 2023, worth a combined $17.6M — down 53% from $37.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NUSA positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $524K. The largest seller was LPL Financial, cutting an estimated $13.3M.
- 19 institutional investors held Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) as of Q4 2023, up from 17 in Q3 2023.
- Funds reported $17.6M of Nuveen ESG 1-5 Year US Aggregate Bond ETF stock for Q4 2023, down 53% quarter-over-quarter.
- 3 funds opened new Nuveen ESG 1-5 Year US Aggregate Bond ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF buyer in Q4 2023 was Old Mission Capital, an estimated $524K added.
- The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF seller in Q4 2023 was LPL Financial, an estimated $13.3M sold.
Based on aggregated 13F filings for Q4 2023.