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Nuveen ESG US Aggregate Bond ETF

116 hedge funds and large institutions have $302M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
55
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$837K -$60.4K -2,775 -7%
Legacy Financial Group (Iowa)
52
Legacy Financial Group (Iowa)
Iowa
$788K -$31.6K -1,451 -4%
DE
53
Diversified Enterprises
Delaware
$732K -$86.8K -3,987 -11%
OIA
54
OneDigital Investment Advisors
Kansas
$710K +$86.7K +3,982 +14%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$698K -$134K -6,165 -16%
APP
56
Avantax Planning Partners
Iowa
$695K +$15.9K +730 +2%
GWM
57
Gitterman Wealth Management
New Jersey
$663K +$2.4K +110 +0.4%
Natixis Advisors
58
Natixis Advisors
Massachusetts
$663K +$2.39K +110 +0.4%
KLI
59
Kelman-Lazarov Inc
Tennessee
$653K +$2.24K +103 +0.3%
LAMNM
60
Longview Asset Management (New Mexico)
New Mexico
$603K +$603K +27,663 New
BCG
61
BayBridge Capital Group
California
$582K +$9.19K +422 +2%
NI
62
Natural Investments
California
$560K +$560K +25,741 New
Osaic Holdings
63
Osaic Holdings
Arizona
$538K -$245K -11,268 -31%
Creative Planning
64
Creative Planning
Kansas
$511K -$453K -20,804 -47%
DADC
65
D.A. Davidson & Co
Montana
$511K +$10.5K +483 +2%
SW
66
Simplicity Wealth
New Jersey
$493K +$493K +22,644 New
CNBOF
67
City National Bank of Florida
Florida
$493K +$493K +22,644 New
KMWM
68
Keudell/Morrison Wealth Management
Oregon
$480K -$278K -12,785 -37%
LGWM
69
Litman Gregory Wealth Management
California
$459K -$60.6K -2,784 -12%
RCS
70
Retirement Capital Strategies
California
$429K -$1.89M -86,713 -82%
LA
71
LexAurum Advisors
Kansas
$422K +$2K +92 +0.5%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$421K +$50.2K +2,305 +14%
SFP
73
Sandbox Financial Partners
Maryland
$416K +$4.03K +185 +1%
LWA
74
Lifelong Wealth Advisors
Minnesota
$410K +$410K +18,807 New
IWM
75
IHT Wealth Management
Illinois
$402K -$385K -17,660 -49%