Nuveen ESG 1-5 Year US Aggregate Bond ETF
NUSA
24 hedge funds and large institutions have $16.5M invested in Nuveen ESG 1-5 Year US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
4% more funds holding
Funds holding: 23 → 24 (+1)
11.91% less ownership
Funds ownership: 76.02% → 64.11% (-12%)
32% less capital invested
Capital invested by funds: $24.4M → $16.5M (-$7.85M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$145K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$95.6K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$79.9K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$62.1K |
| 5 |
AssetMark Inc
Concord,
California
|
+$20.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$6.9M |
| 2 |
Jane Street
New York
|
-$1.02M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$279K |
| 4 |
LPL Financial
San Diego,
California
|
-$246K |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$110K |
NUSA Hedge Fund Activity: Q3 2024 in Review
24 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) for Q3 2024, worth a combined $16.5M — down 32% from $24.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NUSA positions and 1 closed out — a net gain of 1 holder — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $145K. The largest seller was Nuveen, exiting entirely with an estimated $6.9M sold.
- 24 institutional investors held Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) as of Q3 2024, up from 23 in Q2 2024.
- Funds reported $16.5M of Nuveen ESG 1-5 Year US Aggregate Bond ETF stock for Q3 2024, down 32% quarter-over-quarter.
- 2 funds opened new Nuveen ESG 1-5 Year US Aggregate Bond ETF positions in Q3 2024 and 1 closed out, a net change of +1 holder.
- The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF buyer in Q3 2024 was Morgan Stanley, an estimated $145K added.
- The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF seller in Q3 2024 was Nuveen, an estimated $6.9M sold.
Based on aggregated 13F filings for Q3 2024.