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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

105 hedge funds and large institutions have $212M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+11
Holders Change %
+11.7%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
51
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$13.2M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$9.07M
3
Jane Street
3
Jane Street
New York
$1.3M
4
Northern Trust
4
Northern Trust
Illinois
$1.27M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.97M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20M
2
KOC
2
Koss-Olinger Consulting
Florida
$0
3
SAG
3
SageView Advisory Group
California
$0
4
Creative Planning
4
Creative Planning
Kansas
$2.05M
5
CFS
5
CGC Financial Services
Oregon
$25.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
51
Walkner Condon Financial Advisors
Wisconsin
$749K +$1.16K +53 +0.2%
PA
52
Procyon Advisors
Connecticut
$742K -$575K -26,163 -44%
Natixis Advisors
53
Natixis Advisors
Massachusetts
$695K -$607K -27,618 -47%
GWM
54
Gitterman Wealth Management
New Jersey
$695K -$607K -27,618 -47%
FPF
55
First Pacific Financial
Washington
$691K +$250K +11,397 +57%
KLI
56
Kelman-Lazarov Inc
Tennessee
$641K -$6.11K -278 -0.9%
AF
57
Allworth Financial
California
$602K +$30.3K +1,380 +5%
BCG
58
BayBridge Capital Group
California
$545K +$53.5K +2,496 +11%
OMC
59
Old Mission Capital
Illinois
$504K +$263K +11,963 +109%
Citadel Advisors
60
Citadel Advisors
Florida
$484K +$484K +22,035 New
LA
61
LexAurum Advisors
Kansas
$467K +$33.2K +1,511 +8%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$456K +$19.1K +869 +4%
SFP
63
Sandbox Financial Partners
Maryland
$431K -$25.6K -1,165 -6%
IWM
64
IHT Wealth Management
Illinois
$426K +$426K +19,386 New
HI
65
Harbour Investments
Wisconsin
$397K -$1.54K -70 -0.4%
FGAM
66
Financial Gravity Asset Management
Texas
$396K +$210K +9,481 +112%
CTWM
67
Cherry Tree Wealth Management
Minnesota
$394K +$65.2K +2,967 +20%
DADC
68
D.A. Davidson & Co
Montana
$373K +$1.89K +86 +0.5%
BMC
69
Bear Mountain Capital
Washington
$358K – – –
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$318K +$318K +14,459 New
SI
71
Seeds Investor
New York
$309K -$232K -10,575 -43%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$298K +$41.6K +1,894 +16%
LFA
73
Legacy Financial Advisors
Kentucky
$294K +$294K +13,375 New
SWP
74
Stratos Wealth Partners
Ohio
$290K – – –
OIA
75
OneDigital Investment Advisors
Kansas
$273K -$6.61K -301 -2%
1 2
3
4 5