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Nuveen ESG US Aggregate Bond ETF

90 hedge funds and large institutions have $170M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
37
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$643K +$5.32K +252 +0.8%
AWM
52
Axxcess Wealth Management
California
$592K +$592K +28,065 New
CCM
53
Colorado Capital Management
Colorado
$588K +$588K +27,850 New
SFP
54
Sandbox Financial Partners
Maryland
$553K -$12K -569 -2%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$476K +$476K +22,557 New
KLI
56
Kelman-Lazarov Inc
Tennessee
$460K +$65.7K +3,114 +17%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$456K +$37.8K +1,791 +9%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$450K +$10.1K +479 +2%
LA
59
LexAurum Advisors
Kansas
$401K +$9.66K +458 +2%
CTWM
60
Cherry Tree Wealth Management
Minnesota
$386K
DADC
61
D.A. Davidson & Co
Montana
$356K -$781 -37 -0.2%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$330K
BFP
63
Beacon Financial Planning
Massachusetts
$297K
MML Investors Services
64
MML Investors Services
Massachusetts
$279K +$5.59K +265 +2%
CCWA
65
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$276K +$276K +13,098 New
OMC
66
Old Mission Capital
Illinois
$250K +$250K +11,838 New
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$247K +$247K +11,720 New
SWP
68
Stratos Wealth Partners
Ohio
$240K -$38.9K -1,845 -14%
CCM
69
Canal Capital Management
Virginia
$239K
SHGA
70
Sand Hill Global Advisors
California
$239K +$11.7K +555 +5%
WAM
71
WNY Asset Management
New York
$235K +$235K +11,154 New
SCM
72
Stordahl Capital Management
Colorado
$216K -$6.16K -292 -3%
PTC
73
Private Trust Company
Ohio
$183K -$16.9K -801 -8%
AIP
74
Ameritas Investment Partners
Nebraska
$159K -$38.1K -1,804 -19%
HI
75
Harbour Investments
Wisconsin
$89.2K