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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

86 hedge funds and large institutions have $168M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
45
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
1
BerganKDV Wealth Management
Minnesota
$5.31M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$29.1M
4
LGWM
4
Litman Gregory Wealth Management
California
$812K
5
NYLIM
5
New York Life Investment Management
New York
$754K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.51M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FANJ
3
Financial Architects (New Jersey)
New Jersey
$1.72M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$458K
5
MMA
5
Miracle Mile Advisors
California
$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$436K +$204K +9,283 +88%
KLI
52
Kelman-Lazarov Inc
Tennessee
$411K -$2.95K -134 -0.7%
LA
53
LexAurum Advisors
Kansas
$407K +$71.3K +3,244 +21%
CTWM
54
Cherry Tree Wealth Management
Minnesota
$402K +$402K +18,305 New
TF
55
TimeScale Financial
Massachusetts
$390K – – –
DADC
56
D.A. Davidson & Co
Montana
$372K +$19.9K +906 +6%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$344K -$12.5K -568 -4%
CA
58
Continuum Advisory
Idaho
$318K +$31.3K +1,425 +11%
BFP
59
Beacon Financial Planning
Massachusetts
$310K – – –
SWP
60
Stratos Wealth Partners
Ohio
$291K -$31.9K -1,450 -10%
MML Investors Services
61
MML Investors Services
Massachusetts
$285K +$14.4K +656 +5%
AF
62
Allworth Financial
California
$274K +$22 +1 +0%
OPS
63
Orion Portfolio Solutions
Nebraska
$262K +$24.6K +1,119 +10%
BCI
64
Brinker Capital Investments
Pennsylvania
$262K +$24.6K +1,119 +10%
CCM
65
Canal Capital Management
Virginia
$250K +$250K +11,350 New
SHGA
66
Sand Hill Global Advisors
California
$237K -$10K -455 -4%
CA
67
CGN Advisors
Kansas
$236K +$1.89K +86 +0.8%
SCM
68
Stordahl Capital Management
Colorado
$231K +$231K +10,521 New
PTC
69
Private Trust Company
Ohio
$209K +$49.3K +2,243 +31%
AIP
70
Ameritas Investment Partners
Nebraska
$205K -$2.81K -128 -1%
PCIA
71
Prime Capital Investment Advisors
Kansas
$204K – – –
CWM
72
Congress Wealth Management
Massachusetts
$204K -$110 -5 -0.1%
CA
73
Cetera Advisors
Colorado
$202K – – –
WP
74
WealthShield Partners
North Carolina
$111K – – –
HI
75
Harbour Investments
Wisconsin
$92.9K +$76.5K +3,479 +466%
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