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Nuveen ESG US Aggregate Bond ETF
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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 %
SA
76
Sanctuary Advisors
Indiana
$323K +$323K +14,709 New
RJFSA
77
Raymond James Financial Services Advisors
Florida
$310K +$13.4K +590 +5%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$285K -$341 -15 -0.1%
SWP
79
Stratos Wealth Partners
Ohio
$272K -$10.4K -460 -4%
CCM
80
Canal Capital Management
Virginia
$260K +$91 +4 +0%
WAM
81
WNY Asset Management
New York
$260K +$9.06K +399 +4%
MML Investors Services
82
MML Investors Services
Massachusetts
$250K +$544 +24 +0.2%
SCM
83
Stordahl Capital Management
Colorado
$235K +$522 +23 +0.2%
AWA
84
Aaron Wealth Advisors
Illinois
$225K – – –
SIA
85
SGL Investment Advisors
Montana
$210K +$210K +9,588 New
HI
86
Harbour Investments
Wisconsin
$209K -$194K -8,528 -48%
CWM
87
Congress Wealth Management
Massachusetts
$200K +$200K +8,818 New
PTC
88
Private Trust Company
Ohio
$193K +$32.8K +1,445 +20%
AIP
89
Ameritas Investment Partners
Nebraska
$173K +$726 +32 +0.4%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$123K +$121K +5,350 +10,094%
AWM
91
Avior Wealth Management
Nebraska
$103K -$5.93K -261 -5%
FGC
92
Financial Gravity Companies
Texas
$92K +$92K +4,052 New
GRP
93
Global Retirement Partners
California
$86.5K +$613 +27 +0.7%
IWP
94
IAG Wealth Partners
Wisconsin
$75.3K – – –
Comerica Bank
95
Comerica Bank
Texas
$53.9K +$477 +21 +0.9%
T
96
Tidemark
California
$43.7K – – –
NA
97
NewEdge Advisors
Louisiana
$22.7K – – –
C
98
Covestor
United Kingdom
$17K -$420 -18 -2%
EWA
99
EverSource Wealth Advisors
Alabama
$9.42K -$28.4K -1,251 -75%
PG
100
Proffitt & Goodson
Tennessee
$9.17K +$409 +18 +5%
1 2 3
4
5