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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

90 hedge funds and large institutions have $165M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
48
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.32M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.6M
4
CF
4
Cantor Fitzgerald
New York
$1.45M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.04M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.23M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$26.6M
3
LPL Financial
3
LPL Financial
California
$4.67M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
BSWM
5
Boston Standard Wealth Management
Massachusetts
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
76
EverSource Wealth Advisors
Alabama
$37.2K – – –
IA
77
IFP Advisors
Florida
$35.9K -$606 -25 -2%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$26K +$26K +1,151 New
AAS
79
Ameritas Advisory Services
Nebraska
$25.6K +$25.6K +1,148 New
BWP
80
Baldwin Wealth Partners
Massachusetts
$20.1K – – –
CFD
81
Creative Financial Designs
Indiana
$18.3K +$514 +23 +3%
HI
82
Harbour Investments
Wisconsin
$16.7K +$15.6K +697 +1,394%
ASN
83
Advisory Services Network
Georgia
$14.7K -$3.55K -159 -19%
Franklin Resources
84
Franklin Resources
California
$13.4K +$112 +5 +0.8%
C
85
Covestor
United Kingdom
$11K +$10.6K +479 +2,395%
PG
86
Proffitt & Goodson
Tennessee
$8.45K – – –
ST
87
Smithfield Trust
Pennsylvania
$3K – – –
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$1.83K +$48 +2,145 +3%
HGWM
89
Harvest Group Wealth Management
Massachusetts
$1.56K – – –
EI
90
Ellevest Inc
New York
$1.12K +$1.12K +50 New
Wells Fargo
91
Wells Fargo
California
$1 -$22 -1 Closed
LGWM
92
Litman Gregory Wealth Management
California
– -$801K -36,792 Closed
AF
93
Affiance Financial
Minnesota
– -$36.2K -1,662 Closed
BAAM
94
Baker Avenue Asset Management
California
– -$17.5K -804 Closed
RIA
95
Realta Investment Advisors
Delaware
– -$4.03K -185 Closed
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