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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

83 hedge funds and large institutions have $156M invested in Nuveen ESG US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
29
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FNWM
1
Financial Network Wealth Management
Utah
$3.72M
2
Mariner
2
Mariner
Kansas
$1.42M
3
US Bancorp
3
US Bancorp
Minnesota
$1.21M
4
WWA
4
WCG Wealth Advisors
Nevada
$6.04M
5
CI
5
CX Institutional
Indiana
$1.88M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$0
4
CG
4
Colony Group
Massachusetts
$5.18M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LFG
26
Lockerman Financial Group
California
$1.34M 61,425 -3,846 -6%
US Bancorp
27
US Bancorp
Minnesota
$1.21M 55,539 +50,734 +1,056%
APP
28
Avantax Planning Partners
Iowa
$1.17M 53,605 +15,123 +39%
AF
29
Advisornet Financial
Minnesota
$1.16M 53,120 -5,216 -9%
WCFA
30
Walkner Condon Financial Advisors
Wisconsin
$1.03M 47,359 -17,004 -26%
PA
31
Procyon Advisors
Connecticut
$1.03M 47,236 +11,493 +32%
GWM
32
Gitterman Wealth Management
New Jersey
$1.02M 46,767 -4,154 -8%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$1.02M 46,766 -4,155 -8%
Wealthfront Advisers
34
Wealthfront Advisers
California
$983K 45,173 -2,251 -5%
EA
35
Evolution Advisers
Virginia
$910K 41,826 +4,493 +12%
LGWM
36
Litman Gregory Wealth Management
California
$801K 36,792 -19,064 -34%
SOAG
37
Silver Oak Advisory Group
Oregon
$783K 35,982 +12,669 +54%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$757K 34,762 -3,203 -8%
RJA
39
Raymond James & Associates
Florida
$747K 34,302 +2,131 +7%
SFP
40
Sandbox Financial Partners
Maryland
$732K 33,616 -13,185 -28%
Legacy Financial Group (Iowa)
41
Legacy Financial Group (Iowa)
Iowa
$702K 32,262 +13,057 +68%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$658K 30,243 +9,380 +45%
MWM
43
Mission Wealth Management
California
$644K 29,586 +155 +0.5%
OIA
44
OneDigital Investment Advisors
Kansas
$477K 21,897 +21,897 New
KLI
45
Kelman-Lazarov Inc
Tennessee
$386K 17,731 -9,258 -34%
VAFP
46
Vahanian & Associates Financial Planning
New York
$360K 16,531 +57 +0.3%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$349K 16,044 – –
DADC
48
D.A. Davidson & Co
Montana
$349K 16,016 -402 -2%
CF
49
Cantor Fitzgerald
New York
$348K 16,002 -45 -0.3%
MML Investors Services
50
MML Investors Services
Massachusetts
$344K 15,811 -1,719 -10%
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