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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

105 hedge funds and large institutions have $212M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+11
Holders Change %
+11.7%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
51
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$13.2M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$9.07M
3
Jane Street
3
Jane Street
New York
$1.3M
4
Northern Trust
4
Northern Trust
Illinois
$1.27M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.97M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20M
2
KOC
2
Koss-Olinger Consulting
Florida
$0
3
SAG
3
SageView Advisory Group
California
$0
4
Creative Planning
4
Creative Planning
Kansas
$2.05M
5
CFS
5
CGC Financial Services
Oregon
$25.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$1.97M +$1.09M +49,514 +123%
Mariner
27
Mariner
Kansas
$1.82M +$77.8K +3,542 +4%
BSWM
28
Boston Standard Wealth Management
Massachusetts
$1.78M +$121K +5,491 +7%
CA
29
CGN Advisors
Kansas
$1.69M +$158K +7,211 +10%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.68M -$1.15M -52,541 -41%
UBS Group
31
UBS Group
Switzerland
$1.67M +$131K +5,957 +8%
APP
32
Avantax Planning Partners
Iowa
$1.33M +$11K +502 +0.8%
Jane Street
33
Jane Street
New York
$1.3M +$1.3M +59,168 New
US Bancorp
34
US Bancorp
Minnesota
$1.28M +$236K +10,756 +23%
LFG
35
Lockerman Financial Group
California
$1.28M +$125K +5,687 +11%
Northern Trust
36
Northern Trust
Illinois
$1.27M +$1.27M +58,000 New
AF
37
Advisornet Financial
Minnesota
$1.17M +$25.4K +1,155 +2%
EA
38
Evolution Advisers
Virginia
$1.13M +$130K +5,902 +13%
AWM
39
Axxcess Wealth Management
California
$1.12M +$42.1K +1,916 +4%
KMWM
40
Keudell/Morrison Wealth Management
Oregon
$1.1M +$155K +7,045 +16%
CI
41
CX Institutional
Indiana
$1.06M +$134K +6,100 +14%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1M +$1M +45,561 New
LGWM
43
Litman Gregory Wealth Management
California
$973K – – –
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$933K +$57.6K +2,622 +7%
CHP
45
Cable Hill Partners
Oregon
$929K – – –
MWM
46
Mission Wealth Management
California
$928K +$97.3K +4,428 +12%
CFIA
47
Cantor Fitzgerald Investment Advisors
New York
$924K -$164K -7,456 -15%
RJA
48
Raymond James & Associates
Florida
$825K +$48.3K +2,197 +6%
Legacy Financial Group (Iowa)
49
Legacy Financial Group (Iowa)
Iowa
$797K +$797K +36,257 New
Wealthfront Advisers
50
Wealthfront Advisers
California
$785K +$55.4K +2,520 +8%
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