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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

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
–

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$7.15M
2
Jane Street
2
Jane Street
New York
$5.8M
3
SA
3
Stewardship Advisors
Pennsylvania
$5.13M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$12.3M
5
LPL Financial
5
LPL Financial
California
$9.66M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.4M
2
RCS
2
Retirement Capital Strategies
California
$429K
3
AF
3
Advisornet Financial
Minnesota
$0
4
CI
4
CX Institutional
Indiana
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$396K +$396K +18,200 New
SVWAG
77
Sound View Wealth Advisors Group
Georgia
$390K +$5.42K +249 +1%
CTWM
78
Cherry Tree Wealth Management
Minnesota
$383K -$25K -1,150 -6%
GKWIM
79
Gerber Kawasaki Wealth & Investment Management
California
$339K -$18.1K -831 -5%
WCFA
80
Walkner Condon Financial Advisors
Wisconsin
$318K -$384K -17,618 -55%
SA
81
Sanctuary Advisors
Indiana
$315K -$6.81K -311 -2%
CCM
82
Canal Capital Management
Virginia
$295K +$45.6K +2,093 +18%
SWP
83
Stratos Wealth Partners
Ohio
$275K +$13.9K +637 +5%
MML Investors Services
84
MML Investors Services
Massachusetts
$261K +$21.4K +984 +9%
HF
85
HRT Financial
New York
$257K +$257K +11,830 New
WAM
86
WNY Asset Management
New York
$252K +$2.98K +137 +1%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$252K -$21.6K -991 -8%
AWM
88
Avior Wealth Management
Nebraska
$234K +$136K +6,226 +138%
AFG
89
Atomi Financial Group
New York
$234K +$234K +10,743 New
SCM
90
Stordahl Capital Management
Colorado
$226K – – –
AWA
91
Aaron Wealth Advisors
Illinois
$216K – – –
RF
92
Rossby Financial
Florida
$213K +$213K +9,777 New
EWA
93
Etesian Wealth Advisors
Oregon
$203K +$203K +9,313 New
HI
94
Harbour Investments
Wisconsin
$197K -$2.94K -135 -1%
AIP
95
Ameritas Investment Partners
Nebraska
$166K -$152 -7 -0.1%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$110K +$110K +5,058 New
MEG
97
Millstone Evans Group
Colorado
$95.6K +$95.6K +4,389 New
GRP
98
Global Retirement Partners
California
$94.5K +$11.5K +527 +14%
FGC
99
Financial Gravity Companies
Texas
$89.3K +$1K +46 +1%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$74.5K -$43.2K -1,981 -37%
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4
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