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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

71 hedge funds and large institutions have $141M invested in Nuveen ESG US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
39
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27M
2
Citigroup
2
Citigroup
New York
$2.59M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$32.9M
4
BWM
4
BerganKDV Wealth Management
Minnesota
$3.32M
5
LGWM
5
Litman Gregory Wealth Management
California
$1.66M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.57M
2
MWM
2
Mission Wealth Management
California
$656K
3
WCFA
3
Walkner Condon Financial Advisors
Wisconsin
$0
4
CA
4
CGN Advisors
Kansas
$0
5
OPS
5
Orion Portfolio Solutions
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.04M +$5.95K +230 +0.6%
Citadel Advisors
27
Citadel Advisors
Florida
$1.01M +$1.01M +38,872 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$947K +$385K +14,881 +68%
HGWM
29
Harvest Group Wealth Management
Massachusetts
$934K +$49.4K +1,911 +6%
KOC
30
Koss-Olinger Consulting
Florida
$915K +$382K +14,777 +72%
AF
31
Allworth Financial
California
$886K +$886K +34,234 New
DADC
32
D.A. Davidson & Co
Montana
$736K +$21K +813 +3%
AF
33
Advisornet Financial
Minnesota
$691K +$45.4K +1,753 +7%
MWM
34
Mission Wealth Management
California
$656K -$5.64M -218,001 -90%
HighTower Advisors
35
HighTower Advisors
Illinois
$614K – – –
PA
36
Procyon Advisors
Connecticut
$598K +$205K +7,923 +52%
GWM
37
Gitterman Wealth Management
New Jersey
$572K +$103K +3,978 +22%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$572K +$103K +3,978 +22%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$537K +$72.9K +2,818 +16%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$495K +$51.9K +2,006 +12%
SWP
41
Stratos Wealth Partners
Ohio
$453K – – –
HI
42
Harbour Investments
Wisconsin
$427K – – –
WFA
43
Wipfli Financial Advisors
Wisconsin
$425K – – –
AssetMark Inc
44
AssetMark Inc
California
$411K +$17.9K +690 +5%
MML Investors Services
45
MML Investors Services
Massachusetts
$396K +$12K +463 +3%
NYLIM
46
New York Life Investment Management
New York
$368K +$368K +14,217 New
VPIM
47
Vanguard Personalized Indexing Management
California
$320K +$320K +12,372 New
CCM
48
Canal Capital Management
Virginia
$318K +$29.7K +1,146 +10%
CFIA
49
Cantor Fitzgerald Investment Advisors
New York
$311K – – –
KAS
50
Kestra Advisory Services
Texas
$295K +$295K +11,400 New
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