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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

87 hedge funds and large institutions have $161M invested in Nuveen ESG US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 6 closing their positions.

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
27
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWA
1
WCG Wealth Advisors
Nevada
$4.94M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.07M
3
Bank of America
3
Bank of America
North Carolina
$3.88M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.98M

Top Sellers

1
CP
1
Castleview Partners
Texas
$411K
2
AWA
2
Aaron Wealth Advisors
Illinois
$246K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.05M
4
COCM
4
Charter Oak Capital Management
New Hampshire
$3.74M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$1.53M
Name Market Value Shares Shares
Change 		Shares
Change %
CI
26
CX Institutional
Indiana
$1.12M 48,892 -6,612 -12%
APP
27
Avantax Planning Partners
Iowa
$1.11M 48,329 -13,230 -21%
SFP
28
Sandbox Financial Partners
Maryland
$926K 40,489 +187 +0.5%
RCS
29
Retirement Capital Strategies
California
$926K 40,465 +40,465 New
PA
30
Procyon Advisors
Connecticut
$850K 37,181 -1,421 -4%
EA
31
Evolution Advisers
Virginia
$841K 36,604 -31,303 -46%
SOAG
32
Silver Oak Advisory Group
Oregon
$822K 35,956 +14,751 +70%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$773K 33,792 +6,079 +22%
AF
34
Advisornet Financial
Minnesota
$761K 33,268 -1,507 -4%
Wealthfront Advisers
35
Wealthfront Advisers
California
$720K 31,467 +3,376 +12%
RJA
36
Raymond James & Associates
Florida
$693K 30,311 +2,015 +7%
MWM
37
Mission Wealth Management
California
$686K 29,976 +215 +0.7%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$641K 28,036 +185 +0.7%
GWM
39
Gitterman Wealth Management
New Jersey
$641K 28,036 +185 +0.7%
KLI
40
Kelman-Lazarov Inc
Tennessee
$620K 27,131 -19,462 -42%
AssetMark Inc
41
AssetMark Inc
California
$569K 24,882 +8,781 +55%
HighTower Advisors
42
HighTower Advisors
Illinois
$540K 23,650 -13 -0.1%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$477K 20,863 -2,488 -11%
SWP
44
Stratos Wealth Partners
Ohio
$443K 19,355 +1,845 +11%
BC
45
Brio Consultants
California
$436K 18,968 +18,968 New
HI
46
Harbour Investments
Wisconsin
$419K 18,325 +18,325 New
VAFP
47
Vahanian & Associates Financial Planning
New York
$413K 18,052 -392 -2%
MML Investors Services
48
MML Investors Services
Massachusetts
$411K 17,966 -2,683 -13%
CP
49
Castleview Partners
Texas
$411K 650 -25,414 -98%
DADC
50
D.A. Davidson & Co
Montana
$375K 16,418 -13,202 -45%
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