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Nuveen ESG 1-5 Year US Aggregate Bond ETF

23 hedge funds and large institutions have $24.4M invested in Nuveen ESG 1-5 Year US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

54% more capital invested

Capital invested by funds: $15.9M → $24.4M (+$8.54M)

15% more funds holding

Funds holding: 2023 (+3)

6.73% more ownership

Funds ownership: 69.29%76.02% (+6.7%)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$6.9M +$19.6K +859 +0.3%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$3.03M +$3.01M +131,992 New
Jane Street
3
Jane Street
New York
$2.68M +$1.45M +63,757 +120%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.01M +$2M +87,788 New
Morgan Stanley
5
Morgan Stanley
New York
$1.5M +$1.49M +65,505 New
Citadel Advisors
6
Citadel Advisors
Florida
$1.38M -$209K -9,177 -13%
LPL Financial
7
LPL Financial
California
$1.22M +$4.6K +202 +0.4%
Bank of America
8
Bank of America
North Carolina
$833K +$81.5K +3,577 +11%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$674K +$670K +29,388 New
RJA
10
Raymond James & Associates
Florida
$654K -$58K -2,545 -8%
SPIA
11
Steward Partners Investment Advisory
New York
$618K +$71.8K +3,150 +13%
AssetMark Inc
12
AssetMark Inc
California
$587K +$583K +25,591 New
PFBT
13
Parkside Financial Bank & Trust
Missouri
$583K +$5.45K +239 +0.9%
SWP
14
Stratos Wealth Partners
Ohio
$475K -$33K -1,450 -7%
US Bancorp
15
US Bancorp
Minnesota
$412K +$409K +17,951 New
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$406K -$44.6K -1,957 -10%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$240K -$18.1K -793 -7%
Osaic Holdings
18
Osaic Holdings
Arizona
$90.4K +$3.49K +153 +4%
NA
19
NewEdge Advisors
Louisiana
$65.9K
UBS Group
20
UBS Group
Switzerland
$30.1K +$29.9K +1,314 +131,400%
CTWM
21
Cherry Tree Wealth Management
Minnesota
$4.52K
AF
22
Allworth Financial
California
$2.08K +$23 +1 +1%
DFA
23
DHJJ Financial Advisors
Illinois
$23
OMC
24
Old Mission Capital
Illinois
-$554K -24,205 Closed
PSF
25
Pacific Sun Financial
California
-$221K -9,660 Closed

NUSA Hedge Fund Activity: Q2 2024 in Review

23 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) for Q2 2024, worth a combined $24.4M — up 54% from $15.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NUSA positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Envestnet Portfolio Solutions, opening a new position worth an estimated $3.01M. The largest seller was Old Mission Capital, exiting entirely with an estimated $554K sold.

  • 23 institutional investors held Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) as of Q2 2024, up from 20 in Q1 2024.
  • Funds reported $24.4M of Nuveen ESG 1-5 Year US Aggregate Bond ETF stock for Q2 2024, up 54% quarter-over-quarter.
  • 6 funds opened new Nuveen ESG 1-5 Year US Aggregate Bond ETF positions in Q2 2024 and 2 closed out, a net change of +4 holders.
  • The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF buyer in Q2 2024 was Envestnet Portfolio Solutions, an estimated $3.01M added.
  • The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF seller in Q2 2024 was Old Mission Capital, an estimated $554K sold.

Based on aggregated 13F filings for Q2 2024.