NUBD icon

Nuveen ESG US Aggregate Bond ETF

68 hedge funds and large institutions have $137M invested in Nuveen ESG US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
38
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HGWM
26
Harvest Group Wealth Management
Massachusetts
$892K +$444K +17,017 +99%
CA
27
CGN Advisors
Kansas
$752K +$22.7K +870 +3%
DADC
28
D.A. Davidson & Co
Montana
$720K +$14.1K +539 +2%
AF
29
Advisornet Financial
Minnesota
$650K +$45.1K +1,729 +7%
HighTower Advisors
30
HighTower Advisors
Illinois
$619K +$152K +5,843 +33%
OPS
31
Orion Portfolio Solutions
Nebraska
$616K -$65.9K -2,526 -10%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$567K +$81.6K +3,129 +17%
KOC
33
Koss-Olinger Consulting
Florida
$537K +$157K +6,036 +41%
GWM
34
Gitterman Wealth Management
New Jersey
$473K +$473K +18,141 New
Natixis Advisors
35
Natixis Advisors
Massachusetts
$473K +$473K +18,141 New
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$468K
SWP
37
Stratos Wealth Partners
Ohio
$457K
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$447K +$126K +4,818 +39%
HI
39
Harbour Investments
Wisconsin
$430K -$90.7K -3,478 -17%
WFA
40
Wipfli Financial Advisors
Wisconsin
$428K
AssetMark Inc
41
AssetMark Inc
California
$396K -$86.7K -3,323 -18%
PA
42
Procyon Advisors
Connecticut
$396K +$396K +15,195 New
MML Investors Services
43
MML Investors Services
Massachusetts
$387K +$36.6K +1,402 +10%
CFIA
44
Cantor Fitzgerald Investment Advisors
New York
$314K +$83.5K +3,200 +36%
CCM
45
Canal Capital Management
Virginia
$290K +$8.18K +314 +3%
SG
46
Stonnington Group
California
$244K -$18.4K -700 -7%
RJA
47
Raymond James & Associates
Florida
$234K +$18.4K +705 +9%
APA
48
American Portfolios Advisors
New York
$225K +$21.1K +808 +10%
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$140K +$30.2K +1,159 +27%
WP
50
WealthShield Partners
North Carolina
$130K