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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

94 hedge funds and large institutions have $214M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
37
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.3M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$7.48M
3
Bank of America
3
Bank of America
North Carolina
$10.1M
4
CCM
4
Colorado Capital Management
Colorado
$3.03M
5
ML
5
Mayport LLC
Massachusetts
$2.09M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$25M
2
SAG
2
SageView Advisory Group
California
$2.7M
3
Jane Street
3
Jane Street
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
CF
5
Cantor Fitzgerald
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$2.09M +$258K +11,611 +14%
UB
27
UMB Bank
Missouri
$2.06M -$174K -7,836 -8%
Mariner
28
Mariner
Kansas
$1.77M +$8.39K +377 +0.5%
BSWM
29
Boston Standard Wealth Management
Massachusetts
$1.59M – – –
UBS Group
30
UBS Group
Switzerland
$1.56M -$521K -23,383 -25%
CA
31
CGN Advisors
Kansas
$1.55M +$494K +22,214 +47%
APP
32
Avantax Planning Partners
Iowa
$1.34M -$69.7K -3,133 -5%
PA
33
Procyon Advisors
Connecticut
$1.33M +$178K +8,002 +15%
GWM
34
Gitterman Wealth Management
New Jersey
$1.32M +$7.12K +320 +0.5%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$1.32M +$7.12K +320 +0.5%
CFS
36
CGC Financial Services
Oregon
$1.3M +$1.3M +58,511 New
LFG
37
Lockerman Financial Group
California
$1.17M -$11.9K -533 -1%
AF
38
Advisornet Financial
Minnesota
$1.16M +$126K +5,653 +12%
CFIA
39
Cantor Fitzgerald Investment Advisors
New York
$1.1M +$1.1M +49,508 New
AWM
40
Axxcess Wealth Management
California
$1.1M +$471K +21,165 +75%
US Bancorp
41
US Bancorp
Minnesota
$1.06M +$13.3K +596 +1%
EA
42
Evolution Advisers
Virginia
$1M – – –
LGWM
43
Litman Gregory Wealth Management
California
$986K +$162K +7,285 +20%
KMWM
44
Keudell/Morrison Wealth Management
Oregon
$954K -$7.35K -330 -0.8%
CI
45
CX Institutional
Indiana
$939K -$538K -24,189 -36%
CHP
46
Cable Hill Partners
Oregon
$929K +$46.6K +2,112 +5%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$895K +$634K +28,498 +243%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$887K +$385K +17,288 +77%
MWM
49
Mission Wealth Management
California
$842K +$61.4K +2,758 +8%
RJA
50
Raymond James & Associates
Florida
$787K -$13.4K -601 -2%
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