NUBD icon

Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

90 hedge funds and large institutions have $165M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
48
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.32M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.6M
4
CF
4
Cantor Fitzgerald
New York
$1.45M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.04M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.23M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$26.6M
3
LPL Financial
3
LPL Financial
California
$4.67M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
BSWM
5
Boston Standard Wealth Management
Massachusetts
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
26
Lockerman Financial Group
California
$1.34M -$34.1K -1,524 -2%
APP
27
Avantax Planning Partners
Iowa
$1.34M +$139K +6,239 +12%
UBS Group
28
UBS Group
Switzerland
$1.23M -$5.78M -258,725 -83%
WCFA
29
Walkner Condon Financial Advisors
Wisconsin
$1.22M +$163K +7,314 +15%
GWM
30
Gitterman Wealth Management
New Jersey
$1.18M +$139K +6,227 +13%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$1.18M +$139K +6,227 +13%
Wealthfront Advisers
32
Wealthfront Advisers
California
$1.11M +$105K +4,691 +10%
PA
33
Procyon Advisors
Connecticut
$1.06M +$8.09K +362 +0.8%
US Bancorp
34
US Bancorp
Minnesota
$1.05M -$196K -8,776 -16%
AF
35
Advisornet Financial
Minnesota
$1.04M -$145K -6,503 -12%
Citadel Advisors
36
Citadel Advisors
Florida
$1.04M +$1.04M +46,551 New
EA
37
Evolution Advisers
Virginia
$946K +$12.1K +542 +1%
PAG
38
Private Advisor Group
New Jersey
$940K +$61.5K +2,753 +7%
RJA
39
Raymond James & Associates
Florida
$899K +$132K +5,905 +17%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$885K +$209K +9,359 +31%
SOAG
41
Silver Oak Advisory Group
Oregon
$821K +$17.1K +765 +2%
KMWM
42
Keudell/Morrison Wealth Management
Oregon
$821K +$821K +36,720 New
GWM
43
Grand Wealth Management
Michigan
$820K +$820K +36,700 New
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$811K +$34.3K +1,536 +4%
Legacy Financial Group (Iowa)
45
Legacy Financial Group (Iowa)
Iowa
$720K -$648 -29 -0.1%
MWM
46
Mission Wealth Management
California
$686K +$24.5K +1,098 +4%
SFP
47
Sandbox Financial Partners
Maryland
$642K -$109K -4,884 -15%
OIA
48
OneDigital Investment Advisors
Kansas
$488K -$1.5K -67 -0.3%
KLI
49
Kelman-Lazarov Inc
Tennessee
$420K +$24.1K +1,079 +6%
TF
50
TimeScale Financial
Massachusetts
$396K +$396K +17,724 New
1
2
3 4