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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

86 hedge funds and large institutions have $168M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
45
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
1
BerganKDV Wealth Management
Minnesota
$5.31M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$29.1M
4
LGWM
4
Litman Gregory Wealth Management
California
$812K
5
NYLIM
5
New York Life Investment Management
New York
$754K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.51M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FANJ
3
Financial Architects (New Jersey)
New Jersey
$1.72M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$458K
5
MMA
5
Miracle Mile Advisors
California
$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
26
Cantor Fitzgerald
New York
$1.43M +$4.49K +204 +0.3%
PAG
27
Private Advisor Group
New Jersey
$1.39M +$470K +21,400 +51%
Natixis Advisors
28
Natixis Advisors
Massachusetts
$1.25M +$85.7K +3,895 +7%
GWM
29
Gitterman Wealth Management
New Jersey
$1.25M +$85.6K +3,895 +7%
LFG
30
Lockerman Financial Group
California
$1.18M -$141K -6,407 -11%
Mariner
31
Mariner
Kansas
$1.17M -$296K -13,457 -20%
PA
32
Procyon Advisors
Connecticut
$1.13M +$85.4K +3,883 +8%
UBS Group
33
UBS Group
Switzerland
$1.05M -$155K -7,032 -13%
US Bancorp
34
US Bancorp
Minnesota
$1.03M – – –
AF
35
Advisornet Financial
Minnesota
$1.02M – – –
EA
36
Evolution Advisers
Virginia
$970K +$38.6K +1,755 +4%
WCFA
37
Walkner Condon Financial Advisors
Wisconsin
$954K -$248K -11,270 -21%
Wealthfront Advisers
38
Wealthfront Advisers
California
$953K -$144K -6,539 -13%
KMWM
39
Keudell/Morrison Wealth Management
Oregon
$831K +$23.7K +1,080 +3%
SOAG
40
Silver Oak Advisory Group
Oregon
$815K +$7.17K +326 +0.9%
LGWM
41
Litman Gregory Wealth Management
California
$812K +$812K +36,929 New
GWM
42
Grand Wealth Management
Michigan
$807K – – –
RJA
43
Raymond James & Associates
Florida
$791K -$93.4K -4,250 -11%
NYLIM
44
New York Life Investment Management
New York
$754K +$754K +34,318 New
Legacy Financial Group (Iowa)
45
Legacy Financial Group (Iowa)
Iowa
$732K +$22.9K +1,042 +3%
MWM
46
Mission Wealth Management
California
$682K +$6.99K +318 +1%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$665K -$133K -6,059 -17%
SFP
48
Sandbox Financial Partners
Maryland
$589K -$43.1K -1,960 -7%
OIA
49
OneDigital Investment Advisors
Kansas
$495K +$14.8K +675 +3%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$458K -$412K -18,758 -47%
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