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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 %
CCM
76
Canal Capital Management
Virginia
$250K +$2.62K +120 +1%
WAM
77
WNY Asset Management
New York
$241K -$3.36K -154 -1%
MML Investors Services
78
MML Investors Services
Massachusetts
$240K +$5.24K +240 +2%
SCM
79
Stordahl Capital Management
Colorado
$226K +$2.79K +128 +1%
AWA
80
Aaron Wealth Advisors
Illinois
$216K -$1.53K -70 -0.7%
PCIA
81
Prime Capital Investment Advisors
Kansas
$203K
FGAM
82
Financial Gravity Asset Management
Texas
$199K -$193K -8,830 -49%
AIP
83
Ameritas Investment Partners
Nebraska
$166K +$720 +33 +0.4%
PTC
84
Private Trust Company
Ohio
$154K -$17.5K -804 -10%
AWM
85
Avior Wealth Management
Nebraska
$104K +$97.8K +4,480 +1,503%
GRP
86
Global Retirement Partners
California
$82.6K
IWP
87
IAG Wealth Partners
Wisconsin
$72.4K +$11.3K +517 +18%
Comerica Bank
88
Comerica Bank
Texas
$51.3K +$480 +22 +0.9%
T
89
Tidemark
California
$42K
EWA
90
EverSource Wealth Advisors
Alabama
$37K
NA
91
NewEdge Advisors
Louisiana
$21.8K
C
92
Covestor
United Kingdom
$16K +$1.63K +76 +11%
OCM
93
Orion Capital Management
California
$8.9K -$4.04K -185 -31%
PG
94
Proffitt & Goodson
Tennessee
$8.42K
CFD
95
Creative Financial Designs
Indiana
$8.42K +$1.27K +58 +18%
WP
96
WealthShield Partners
North Carolina
$6.18K
AIM
97
Anchor Investment Management
South Carolina
$3.82K +$3.82K +175 New
ST
98
Smithfield Trust
Pennsylvania
$3K
HI
99
Horizon Investments
North Carolina
$1.97K +$43 +2 +2%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$1.16K -$2.84K -130 -71%