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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

104 hedge funds and large institutions have $275M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
47
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPF
1
First Pacific Financial
Washington
$21.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.2M
3
SAG
3
SageView Advisory Group
California
$2.43M
4
RCS
4
Retirement Capital Strategies
California
$2.42M
5
CA
5
CGN Advisors
Kansas
$6.09M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$20.7M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.85M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CAG
4
Crestwood Advisors Group
Massachusetts
$0
5
WWA
5
WCG Wealth Advisors
Nevada
$6.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCS
26
Retirement Capital Strategies
California
$2.42M +$2.42M +106,388 New
ML
27
Mayport LLC
Massachusetts
$2.14M – – –
UB
28
UMB Bank
Missouri
$2.13M +$500K +22,014 +31%
BSWM
29
Boston Standard Wealth Management
Massachusetts
$2.06M +$60.1K +2,649 +3%
UBS Group
30
UBS Group
Switzerland
$1.93M +$126K +5,537 +7%
Mariner
31
Mariner
Kansas
$1.89M +$8.08K +356 +0.4%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.81M -$127K -5,586 -7%
PWM
33
Perigon Wealth Management
California
$1.47M +$1.47M +64,958 New
EA
34
Evolution Advisers
Virginia
$1.41M +$98.2K +4,329 +8%
Wells Fargo
35
Wells Fargo
California
$1.4M +$1.4M +61,697 New
Citadel Advisors
36
Citadel Advisors
Florida
$1.33M +$1.33M +58,371 New
FTUS
37
Flow Traders U.S.
New York
$1.32M +$1.32M +58,180 New
AF
38
Advisornet Financial
Minnesota
$1.19M – – –
AWM
39
Axxcess Wealth Management
California
$1.17M -$7.83K -345 -0.7%
LFG
40
Lockerman Financial Group
California
$1.16M – – –
Creative Planning
41
Creative Planning
Kansas
$1.01M – – –
CHP
42
Cable Hill Partners
Oregon
$969K -$23.6K -1,038 -2%
MWM
43
Mission Wealth Management
California
$962K -$55.3K -2,434 -5%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$935K -$33.6K -1,478 -3%
US Bancorp
45
US Bancorp
Minnesota
$921K +$6.13K +270 +0.7%
CFIA
46
Cantor Fitzgerald Investment Advisors
New York
$919K -$54.9K -2,418 -6%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$867K +$128K +5,659 +17%
Wealthfront Advisers
48
Wealthfront Advisers
California
$867K -$17.9K -787 -2%
CI
49
CX Institutional
Indiana
$864K +$136 +6 +0%
Legacy Financial Group (Iowa)
50
Legacy Financial Group (Iowa)
Iowa
$854K +$12.2K +538 +1%
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