We are live on ! Find out more
NUSA icon

Nuveen ESG 1-5 Year US Aggregate Bond ETF

22 hedge funds and large institutions have $13.7M invested in Nuveen ESG 1-5 Year US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

8% less funds holding

Funds holding: 2422 (-2)

9.87% less ownership

Funds ownership: 64.11%54.25% (-9.9%)

17% less capital invested

Capital invested by funds: $16.5M → $13.7M (-$2.85M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$2.99M +$66.4K +2,878 +2%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.97M -$58.9K -2,554 -3%
Morgan Stanley
3
Morgan Stanley
New York
$1.63M -$13.2K -571 -0.8%
LPL Financial
4
LPL Financial
California
$1.52M +$539K +23,373 +55%
SPIA
5
Steward Partners Investment Advisory
New York
$680K +$49K +2,123 +8%
Citadel Advisors
6
Citadel Advisors
Florida
$638K -$831K -36,006 -56%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$634K -$1.61K -70 -0.3%
AssetMark Inc
8
AssetMark Inc
California
$606K -$1.22K -53 -0.2%
PFBT
9
Parkside Financial Bank & Trust
Missouri
$597K +$7.45K +323 +1%
Bank of America
10
Bank of America
North Carolina
$544K -$13.6K -589 -2%
Raymond James Financial
11
Raymond James Financial
Florida
$503K +$506K +21,931 New
US Bancorp
12
US Bancorp
Minnesota
$492K +$80.3K +3,478 +19%
SWP
13
Stratos Wealth Partners
Ohio
$460K +$5.42K +235 +1%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$234K -$6.85K -297 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$102K +$9.65K +418 +10%
GRP
16
Global Retirement Partners
California
$62.1K +$785 +34 +1%
NA
17
NewEdge Advisors
Louisiana
$23.5K -$42.7K -1,850 -64%
CTWM
18
Cherry Tree Wealth Management
Minnesota
$4.52K
CFD
19
Creative Financial Designs
Indiana
$3.01K
UBS Group
20
UBS Group
Switzerland
$2.98K -$31.7K -1,375 -91%
AF
21
Allworth Financial
California
$2.12K +$23 +1 +1%
DFA
22
DHJJ Financial Advisors
Illinois
$23
Jane Street
23
Jane Street
New York
-$1.71M -72,993 Closed
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
-$337K -14,356 Closed

NUSA Hedge Fund Activity: Q4 2024 in Review

22 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) for Q4 2024, worth a combined $13.7M — down 17% from $16.5M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of NUSA and 1 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 9 added.

The largest buyer was LPL Financial, adding an estimated $539K. The largest seller was Jane Street, exiting entirely with an estimated $1.71M sold.

  • 22 institutional investors held Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) as of Q4 2024, down from 24 in Q3 2024.
  • Funds reported $13.7M of Nuveen ESG 1-5 Year US Aggregate Bond ETF stock for Q4 2024, down 17% quarter-over-quarter.
  • 1 fund opened new Nuveen ESG 1-5 Year US Aggregate Bond ETF positions in Q4 2024 and 2 closed out, a net change of -1 holder.
  • The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $539K added.
  • The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF seller in Q4 2024 was Jane Street, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2024.