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Nuveen ESG US Aggregate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CA
76
Cetera Advisors
Colorado
$267K +$58.5K +2,664 +28%
CCM
77
Canal Capital Management
Virginia
$249K
WAM
78
WNY Asset Management
New York
$246K -$3.78K -172 -2%
MML Investors Services
79
MML Investors Services
Massachusetts
$236K -$45.4K -2,068 -16%
JSW
80
Journey Strategic Wealth
New Jersey
$233K +$233K +10,603 New
SCM
81
Stordahl Capital Management
Colorado
$225K
AWA
82
Aaron Wealth Advisors
Illinois
$219K -$6.96K -317 -3%
PCIA
83
Prime Capital Investment Advisors
Kansas
$204K
PTC
84
Private Trust Company
Ohio
$173K +$42.7K +1,942 +33%
AIP
85
Ameritas Investment Partners
Nebraska
$166K +$417 +19 +0.3%
Wells Fargo
86
Wells Fargo
California
$97.6K +$97.6K +4,444 New
GRP
87
Global Retirement Partners
California
$83.1K +$2.46K +112 +3%
IWP
88
IAG Wealth Partners
Wisconsin
$61.5K
Comerica Bank
89
Comerica Bank
Texas
$51.2K +$1.1K +50 +2%
SAM
90
Smartleaf Asset Management
Massachusetts
$45.3K -$118K -5,378 -72%
T
91
Tidemark
California
$42.3K
EWA
92
EverSource Wealth Advisors
Alabama
$35.5K
Franklin Resources
93
Franklin Resources
California
$25.4K +$308 +14 +1%
CFS
94
CGC Financial Services
Oregon
$25.3K -$1.26M -57,360 -98%
NA
95
NewEdge Advisors
Louisiana
$22K
C
96
Covestor
United Kingdom
$15K +$1.03K +46 +7%
OCM
97
Orion Capital Management
California
$13K +$13K +593 New
PG
98
Proffitt & Goodson
Tennessee
$8.48K
CFD
99
Creative Financial Designs
Indiana
$7.21K
AWM
100
Avior Wealth Management
Nebraska
$6.55K +$6.55K +298 New