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Nuveen ESG 1-5 Year US Aggregate Bond ETF

20 hedge funds and large institutions have $15.9M invested in Nuveen ESG 1-5 Year US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

5% more funds holding

Funds holding: 1920 (+1)

0.3% less ownership

Funds ownership: 69.58%69.29% (-0.3%)

10% less capital invested

Capital invested by funds: $17.6M → $15.9M (-$1.79M)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$6.87M
Citadel Advisors
2
Citadel Advisors
Florida
$1.59M -$397K -17,306 -20%
LPL Financial
3
LPL Financial
California
$1.22M -$1.65M -72,163 -58%
Jane Street
4
Jane Street
New York
$1.21M +$645K +28,141 +113%
Bank of America
5
Bank of America
North Carolina
$750K -$62.2K -2,712 -8%
RJA
6
Raymond James & Associates
Florida
$711K -$95.3K -4,159 -12%
PFBT
7
Parkside Financial Bank & Trust
Missouri
$577K +$3.42K +149 +0.6%
OMC
8
Old Mission Capital
Illinois
$554K +$26K +1,135 +5%
SPIA
9
Steward Partners Investment Advisory
New York
$545K +$365K +15,919 +202%
SWP
10
Stratos Wealth Partners
Ohio
$507K -$11.5K -500 -2%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$453K +$453K +19,767 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$258K +$258K +11,270 New
CA
13
Cetera Advisors
Colorado
$235K -$1.07M -46,810 -82%
PSF
14
Pacific Sun Financial
California
$221K -$17.2K -750 -7%
Osaic Holdings
15
Osaic Holdings
Arizona
$86.7K -$986 -43 -1%
NA
16
NewEdge Advisors
Louisiana
$65.8K -$86.8K -3,785 -57%
CTWM
17
Cherry Tree Wealth Management
Minnesota
$4.51K
AF
18
Allworth Financial
California
$2.04K
UBS Group
19
UBS Group
Switzerland
$23 -$5.71K -249 -100%
DFA
20
DHJJ Financial Advisors
Illinois
$23
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-$10K -449 Closed

NUSA Hedge Fund Activity: Q1 2024 in Review

20 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) for Q1 2024, worth a combined $15.9M — down 10% from $17.6M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new NUSA positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 10 trimmed.

The largest buyer was Jane Street, adding an estimated $645K. The largest seller was LPL Financial, cutting an estimated $1.65M.

  • 20 institutional investors held Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) as of Q1 2024, up from 19 in Q4 2023.
  • Funds reported $15.9M of Nuveen ESG 1-5 Year US Aggregate Bond ETF stock for Q1 2024, down 10% quarter-over-quarter.
  • 2 funds opened new Nuveen ESG 1-5 Year US Aggregate Bond ETF positions in Q1 2024 and 1 closed out, a net change of +1 holder.
  • The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF buyer in Q1 2024 was Jane Street, an estimated $645K added.
  • The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF seller in Q1 2024 was LPL Financial, an estimated $1.65M sold.

Based on aggregated 13F filings for Q1 2024.