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Nuveen ESG US Aggregate Bond ETF

100 hedge funds and large institutions have $226M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
-5
Holders Change %
-4.76%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
43
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.86M -$125K -5,748 -6%
Mariner
27
Mariner
Kansas
$1.81M +$3.21K +147 +0.2%
UBS Group
28
UBS Group
Switzerland
$1.73M +$74.2K +3,401 +4%
UB
29
UMB Bank
Missouri
$1.57M -$430K -19,720 -22%
APP
30
Avantax Planning Partners
Iowa
$1.27M -$49.8K -2,284 -4%
EA
31
Evolution Advisers
Virginia
$1.26M +$140K +6,428 +13%
AF
32
Advisornet Financial
Minnesota
$1.15M -$20.2K -925 -2%
AWM
33
Axxcess Wealth Management
California
$1.13M +$13.6K +625 +1%
LFG
34
Lockerman Financial Group
California
$1.11M -$156K -7,141 -12%
KMWM
35
Keudell/Morrison Wealth Management
Oregon
$1.05M -$37K -1,695 -3%
MWM
36
Mission Wealth Management
California
$977K +$55.5K +2,545 +6%
LGWM
37
Litman Gregory Wealth Management
California
$967K +$873 +40 +0.1%
Creative Planning
38
Creative Planning
Kansas
$966K -$1.07M -49,225 -53%
CHP
39
Cable Hill Partners
Oregon
$954K +$35.9K +1,646 +4%
CFIA
40
Cantor Fitzgerald Investment Advisors
New York
$936K +$18.5K +846 +2%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$931K +$4.43K +203 +0.5%
US Bancorp
42
US Bancorp
Minnesota
$879K -$390K -17,881 -31%
Wealthfront Advisers
43
Wealthfront Advisers
California
$850K +$70.6K +3,235 +9%
CI
44
CX Institutional
Indiana
$830K -$223K -10,233 -21%
D
45
Diversified
Delaware
$820K +$820K +37,596 New
Legacy Financial Group (Iowa)
46
Legacy Financial Group (Iowa)
Iowa
$809K +$17.9K +820 +2%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$767K -$227K -10,406 -23%
CAG
48
Crestwood Advisors Group
Massachusetts
$742K +$742K +34,000 New
Osaic Holdings
49
Osaic Holdings
Arizona
$730K -$934K -42,803 -56%
AF
50
Allworth Financial
California
$712K +$109K +4,929 +18%