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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

104 hedge funds and large institutions have $275M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
47
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPF
1
First Pacific Financial
Washington
$21.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.2M
3
SAG
3
SageView Advisory Group
California
$2.43M
4
RCS
4
Retirement Capital Strategies
California
$2.42M
5
CA
5
CGN Advisors
Kansas
$6.09M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$20.7M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.85M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CAG
4
Crestwood Advisors Group
Massachusetts
$0
5
WWA
5
WCG Wealth Advisors
Nevada
$6.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
D
51
Diversified
Delaware
$854K +$318 +14 +0%
DE
52
Diversified Enterprises
Delaware
$854K +$854K +37,610 New
IWM
53
IHT Wealth Management
Illinois
$820K +$401K +17,660 +96%
Osaic Holdings
54
Osaic Holdings
Arizona
$816K +$56.4K +2,485 +7%
KMWM
55
Keudell/Morrison Wealth Management
Oregon
$791K -$303K -13,360 -28%
AF
56
Allworth Financial
California
$734K -$295 -13 -0%
WCFA
57
Walkner Condon Financial Advisors
Wisconsin
$731K -$4.72K -208 -0.6%
APP
58
Avantax Planning Partners
Iowa
$708K -$615K -27,080 -46%
Natixis Advisors
59
Natixis Advisors
Massachusetts
$689K +$908 +40 +0.1%
GWM
60
Gitterman Wealth Management
New Jersey
$689K +$908 +40 +0.1%
KLI
61
Kelman-Lazarov Inc
Tennessee
$678K +$2.13K +94 +0.3%
OIA
62
OneDigital Investment Advisors
Kansas
$649K +$361K +15,885 +125%
BCG
63
BayBridge Capital Group
California
$597K +$931 +41 +0.2%
RJA
64
Raymond James & Associates
Florida
$588K -$12.1K -533 -2%
Jane Street
65
Jane Street
New York
$573K -$28.8K -1,269 -5%
LGWM
66
Litman Gregory Wealth Management
California
$541K -$465K -20,477 -46%
DADC
67
D.A. Davidson & Co
Montana
$522K +$137K +6,024 +35%
LA
68
LexAurum Advisors
Kansas
$438K -$113K -4,977 -21%
SFP
69
Sandbox Financial Partners
Maryland
$430K +$3.16K +139 +0.7%
CTWM
70
Cherry Tree Wealth Management
Minnesota
$425K +$17.5K +769 +4%
SVWAG
71
Sound View Wealth Advisors Group
Georgia
$400K +$400K +17,640 New
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$386K -$105K -4,640 -21%
BMC
73
Bear Mountain Capital
Washington
$374K – – –
GKWIM
74
Gerber Kawasaki Wealth & Investment Management
California
$372K -$29.5K -1,299 -7%
PA
75
Procyon Advisors
Connecticut
$357K -$32.2K -1,419 -8%
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