NUBD icon

Nuveen ESG US Aggregate Bond ETF

100 hedge funds and large institutions have $226M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
-5
Holders Change %
-4.76%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
43
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$710K -$1.25M -57,194 -64%
WCFA
52
Walkner Condon Financial Advisors
Wisconsin
$707K -$37.1K -1,698 -5%
FPF
53
First Pacific Financial
Washington
$692K +$6K +275 +0.9%
GWM
54
Gitterman Wealth Management
New Jersey
$661K -$28.4K -1,302 -4%
Natixis Advisors
55
Natixis Advisors
Massachusetts
$661K -$28.4K -1,302 -4%
KLI
56
Kelman-Lazarov Inc
Tennessee
$650K +$13.5K +617 +2%
JSW
57
Journey Strategic Wealth
New Jersey
$587K +$356K +16,316 +154%
Jane Street
58
Jane Street
New York
$578K -$713K -32,668 -55%
RJA
59
Raymond James & Associates
Florida
$577K -$243K -11,125 -30%
BCG
60
BayBridge Capital Group
California
$573K +$17.7K +813 +3%
LA
61
LexAurum Advisors
Kansas
$530K +$66.1K +3,031 +14%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$472K +$20K +917 +4%
SFP
63
Sandbox Financial Partners
Maryland
$410K -$18K -827 -4%
IWM
64
IHT Wealth Management
Illinois
$403K -$19.9K -913 -5%
CTWM
65
Cherry Tree Wealth Management
Minnesota
$392K
HI
66
Harbour Investments
Wisconsin
$387K -$7.51K -344 -2%
GKWIM
67
Gerber Kawasaki Wealth & Investment Management
California
$386K +$386K +17,673 New
PA
68
Procyon Advisors
Connecticut
$374K -$364K -16,659 -49%
DADC
69
D.A. Davidson & Co
Montana
$370K
BMC
70
Bear Mountain Capital
Washington
$368K
KAS
71
Kestra Advisory Services
Texas
$357K +$357K +16,369 New
RJFSA
72
Raymond James Financial Services Advisors
Florida
$285K -$11.5K -525 -4%
OIA
73
OneDigital Investment Advisors
Kansas
$278K +$6.44K +295 +2%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$274K -$41.4K -1,897 -13%
SWP
75
Stratos Wealth Partners
Ohio
$272K -$16.4K -750 -6%