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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

46 hedge funds and large institutions have $78.6M invested in Nuveen ESG US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
24
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$9.52M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.8M
3
Jane Street
3
Jane Street
New York
$2.49M
4
CI
4
CX Institutional
Indiana
$2.24M
5
MWM
5
Mission Wealth Management
California
$3.66M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
GI
3
Gradient Investments
Minnesota
$0
4
CCM
4
Canal Capital Management
Virginia
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$657K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$439K +$9.92K +369 +2%
AssetMark Inc
27
AssetMark Inc
California
$422K -$95.5K -3,546 -18%
HighTower Advisors
28
HighTower Advisors
Illinois
$413K +$59.4K +2,205 +17%
AGA
29
Arkos Global Advisors
Texas
$352K -$55.6K -2,064 -14%
VPIM
30
Vanguard Personalized Indexing Management
California
$285K +$285K +10,570 New
IWC
31
Integrated Wealth Concepts
Massachusetts
$243K -$95.2K -3,535 -28%
CFIA
32
Cantor Fitzgerald Investment Advisors
New York
$239K – – –
RJA
33
Raymond James & Associates
Florida
$233K – – –
HGWM
34
Harvest Group Wealth Management
Massachusetts
$231K +$202K +7,515 +707%
BWM
35
BerganKDV Wealth Management
Minnesota
$153K +$153K +5,668 New
WP
36
WealthShield Partners
North Carolina
$134K – – –
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$112K +$27 +1 +0%
BWP
38
Baldwin Wealth Partners
Massachusetts
$89K – – –
PO
39
Private Ocean
California
$40K – – –
IWP
40
IAG Wealth Partners
Wisconsin
$21K -$2.03K -74 -9%
FHA
41
Flagship Harbor Advisors
Massachusetts
$21K – – –
Citigroup
42
Citigroup
New York
$13K – – –
LFG
43
LifePlan Financial Group
Ohio
$12K – – –
SFS
44
Sowell Financial Services
Arkansas
$11K -$23.1K -824 -68%
GRP
45
Global Retirement Partners
California
$10K +$3.52K +126 +54%
PG
46
Proffitt & Goodson
Tennessee
$8K – – –
Creative Planning
47
Creative Planning
Kansas
– -$2.34M -86,385 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– -$1.05M -38,755 Closed
GI
49
Gradient Investments
Minnesota
– -$575K -21,262 Closed
CCM
50
Canal Capital Management
Virginia
– -$228K -8,420 Closed
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