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Nuveen ESG US Aggregate Bond ETF
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Overview Fund Activity

90 hedge funds and large institutions have $165M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
48
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.32M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.6M
4
CF
4
Cantor Fitzgerald
New York
$1.45M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.04M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.23M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$26.6M
3
LPL Financial
3
LPL Financial
California
$4.67M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
BSWM
5
Boston Standard Wealth Management
Massachusetts
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAFP
51
Vahanian & Associates Financial Planning
New York
$373K +$3.62K +162 +1%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$363K +$4.05K +181 +1%
DADC
53
D.A. Davidson & Co
Montana
$358K – – –
LA
54
LexAurum Advisors
Kansas
$342K +$35.9K +1,607 +12%
SWP
55
Stratos Wealth Partners
Ohio
$328K -$6.71K -300 -2%
BFP
56
Beacon Financial Planning
Massachusetts
$315K – – –
CA
57
Continuum Advisory
Idaho
$292K +$40.8K +1,825 +16%
AF
58
Allworth Financial
California
$278K +$6.66K +298 +2%
MML Investors Services
59
MML Investors Services
Massachusetts
$275K -$78.5K -3,512 -22%
SHGA
60
Sand Hill Global Advisors
California
$251K +$251K +11,234 New
OPS
61
Orion Portfolio Solutions
Nebraska
$241K +$14.1K +630 +6%
BCI
62
Brinker Capital Investments
Pennsylvania
$241K +$241K +10,798 New
CA
63
CGN Advisors
Kansas
$238K +$12.7K +567 +6%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$235K +$1.3K +58 +0.6%
AIP
65
Ameritas Investment Partners
Nebraska
$211K +$425 +19 +0.2%
SG
66
Stonnington Group
California
$208K – – –
PCIA
67
Prime Capital Investment Advisors
Kansas
$208K +$208K +9,300 New
CWM
68
Congress Wealth Management
Massachusetts
$208K – – –
CA
69
Cetera Advisors
Colorado
$205K +$205K +9,191 New
AWA
70
Aaron Wealth Advisors
Illinois
$201K -$19.9K -890 -9%
PTC
71
Private Trust Company
Ohio
$162K – – –
WP
72
WealthShield Partners
North Carolina
$113K +$113K +5,041 New
GRP
73
Global Retirement Partners
California
$84.3K +$718 +32 +0.9%
BAM
74
Baldrige Asset Management
Pennsylvania
$68K – – –
IWP
75
IAG Wealth Partners
Wisconsin
$65.2K +$9.99K +447 +18%
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