NUBD icon

Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

71 hedge funds and large institutions have $141M invested in Nuveen ESG US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
39
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27M
2
Citigroup
2
Citigroup
New York
$2.59M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$32.9M
4
BWM
4
BerganKDV Wealth Management
Minnesota
$3.32M
5
LGWM
5
Litman Gregory Wealth Management
California
$1.66M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.57M
2
MWM
2
Mission Wealth Management
California
$656K
3
WCFA
3
Walkner Condon Financial Advisors
Wisconsin
$0
4
CA
4
CGN Advisors
Kansas
$0
5
OPS
5
Orion Portfolio Solutions
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
51
Stonnington Group
California
$239K – – –
RJA
52
Raymond James & Associates
Florida
$226K -$5.76K -223 -2%
APA
53
American Portfolios Advisors
New York
$224K +$1.06K +41 +0.5%
IWC
54
Integrated Wealth Concepts
Massachusetts
$206K +$206K +7,944 New
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$131K -$8.59K -331 -6%
BAM
56
Baldrige Asset Management
Pennsylvania
$86K – – –
US Bancorp
57
US Bancorp
Minnesota
$66K +$19.4K +754 +42%
GRP
58
Global Retirement Partners
California
$63K +$3.68K +142 +6%
CFD
59
Creative Financial Designs
Indiana
$58K +$7.89K +304 +16%
AWM
60
Avondale Wealth Management
Texas
$52K – – –
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$40K +$40K +1,550 New
PO
62
Private Ocean
California
$38K – – –
BWP
63
Baldwin Wealth Partners
Massachusetts
$34K -$52.3K -2,000 -61%
IA
64
IFP Advisors
Florida
$27K – – –
IWP
65
IAG Wealth Partners
Wisconsin
$24K – – –
HA
66
Herold Advisors
New York
$23K +$23K +900 New
PG
67
Proffitt & Goodson
Tennessee
$9K – – –
NWM
68
Navigation Wealth Management
Colorado
$8K +$27 +1 +0.3%
ST
69
Smithfield Trust
Pennsylvania
$4K +$344 +13 +9%
WIM
70
Westside Investment Management
California
$15 -$3 -120 -17%
WCFA
71
Walkner Condon Financial Advisors
Wisconsin
– -$2.25M -86,305 Closed
CA
72
CGN Advisors
Kansas
– -$752K -28,833 Closed
OPS
73
Orion Portfolio Solutions
Nebraska
– -$616K -23,620 Closed
WP
74
WealthShield Partners
North Carolina
– -$130K -4,976 Closed
PWM
75
Prentice Wealth Management
New York
– -$100K -3,826 Closed
1 2
3
4