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Nuveen ESG US Aggregate Bond ETF
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Overview Fund Activity

116 hedge funds and large institutions have $302M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
55
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$7.15M
2
Jane Street
2
Jane Street
New York
$5.8M
3
SA
3
Stewardship Advisors
Pennsylvania
$5.13M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$12.3M
5
LPL Financial
5
LPL Financial
California
$9.66M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.4M
2
RCS
2
Retirement Capital Strategies
California
$429K
3
AF
3
Advisornet Financial
Minnesota
$0
4
CI
4
CX Institutional
Indiana
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$3.06M +$1.79M +82,012 +141%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3M -$1.76K -81 -0.1%
AssetMark Inc
28
AssetMark Inc
California
$2.87M +$252K +11,559 +10%
SOAG
29
Silver Oak Advisory Group
Oregon
$2.75M +$588 +27 +0%
SAG
30
SageView Advisory Group
California
$2.34M +$8.34K +383 +0.4%
BSWM
31
Boston Standard Wealth Management
Massachusetts
$2.09M +$123K +5,646 +6%
UB
32
UMB Bank
Missouri
$2.06M +$9.08K +417 +0.4%
ML
33
Mayport LLC
Massachusetts
$2.05M – – –
PAG
34
Private Advisor Group
New Jersey
$1.9M -$491K -22,524 -21%
UBS Group
35
UBS Group
Switzerland
$1.83M -$24.6K -1,128 -1%
Wells Fargo
36
Wells Fargo
California
$1.69M +$342K +15,701 +25%
EA
37
Evolution Advisers
Virginia
$1.55M +$200K +9,205 +15%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.52M -$212K -9,748 -12%
FTUS
39
Flow Traders U.S.
New York
$1.4M +$134K +6,155 +11%
Mariner
40
Mariner
Kansas
$1.27M -$542K -24,892 -30%
AWM
41
Axxcess Wealth Management
California
$1.14M +$20.8K +954 +2%
LFG
42
Lockerman Financial Group
California
$1.13M +$21.6K +994 +2%
US Bancorp
43
US Bancorp
Minnesota
$1.13M +$246K +11,312 +28%
CHP
44
Cable Hill Partners
Oregon
$1.03M +$100K +4,603 +11%
Wealthfront Advisers
45
Wealthfront Advisers
California
$923K +$91.9K +4,221 +11%
MWM
46
Mission Wealth Management
California
$906K -$16.9K -776 -2%
CFIA
47
Cantor Fitzgerald Investment Advisors
New York
$885K +$3.68K +169 +0.4%
Raymond James Financial
48
Raymond James Financial
Florida
$876K +$876K +40,233 New
AF
49
Allworth Financial
California
$852K +$148K +6,824 +21%
AIFS
50
A&I Financial Services
Colorado
$839K +$839K +38,518 New
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