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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

81 hedge funds and large institutions have $172M invested in Nuveen ESG US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
38
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Aaron Wealth Advisors
Illinois
$11.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$33.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.27M
4
WCFA
4
Walkner Condon Financial Advisors
Wisconsin
$2.03M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$32M

Top Sellers

1
CP
1
Castleview Partners
Texas
$628K
2
HGWM
2
Harvest Group Wealth Management
Massachusetts
$2K
3
APP
3
Avantax Planning Partners
Iowa
$1.49M
4
FPF
4
First Pacific Financial
Washington
$0
5
Jane Street
5
Jane Street
New York
$3.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
26
Litman Gregory Wealth Management
California
$1.3M -$8.56K -355 -0.7%
UB
27
UMB Bank
Missouri
$1.26M +$53.6K +2,223 +4%
KLI
28
Kelman-Lazarov Inc
Tennessee
$1.12M -$39.3K -1,628 -3%
SFP
29
Sandbox Financial Partners
Maryland
$972K -$158K -6,547 -14%
PA
30
Procyon Advisors
Connecticut
$931K +$83.9K +3,480 +10%
AF
31
Advisornet Financial
Minnesota
$839K +$8.61K +357 +1%
MWM
32
Mission Wealth Management
California
$718K +$33.3K +1,382 +5%
DADC
33
D.A. Davidson & Co
Montana
$714K – – –
RJA
34
Raymond James & Associates
Florida
$682K +$471K +19,549 +223%
Wealthfront Advisers
35
Wealthfront Advisers
California
$677K +$392K +16,268 +138%
GWM
36
Gitterman Wealth Management
New Jersey
$672K +$40.8K +1,690 +6%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$672K +$40.8K +1,690 +6%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$668K +$128K +5,330 +24%
CP
39
Castleview Partners
Texas
$628K -$10.3M -429,069 -94%
HighTower Advisors
40
HighTower Advisors
Illinois
$571K -$8.88K -368 -2%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$563K -$467K -19,355 -45%
NYLIM
42
New York Life Investment Management
New York
$552K -$388K -16,098 -41%
SOAG
43
Silver Oak Advisory Group
Oregon
$511K +$511K +21,205 New
MML Investors Services
44
MML Investors Services
Massachusetts
$498K +$9.5K +394 +2%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$461K +$36.8K +1,555 +9%
Citadel Advisors
46
Citadel Advisors
Florida
$452K -$371K -15,399 -45%
VAFP
47
Vahanian & Associates Financial Planning
New York
$445K -$24.2K -1,003 -5%
SWP
48
Stratos Wealth Partners
Ohio
$422K – – –
CWM
49
Congress Wealth Management
Massachusetts
$418K +$87.5K +3,626 +26%
AssetMark Inc
50
AssetMark Inc
California
$388K +$3.3K +137 +0.9%
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