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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

30 hedge funds and large institutions have $29.3M invested in Nuveen ESG US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
–
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$3.15M
2
LPL Financial
2
LPL Financial
California
$1.63M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$688K
4
LGWM
4
Litman Gregory Wealth Management
California
$481K
5
SWP
5
Stratos Wealth Partners
Ohio
$462K

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$11.5M
2
Jane Street
2
Jane Street
New York
$0
3
AGA
3
Arkos Global Advisors
Texas
$216K
4
UBS Group
4
UBS Group
Switzerland
$2.6M
5
WP
5
WealthShield Partners
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$11.5M 452,486 -247,514 -35%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.15M 123,978 +41,126 +50%
UBS Group
3
UBS Group
Switzerland
$2.6M 102,414 -5,377 -5%
LPL Financial
4
LPL Financial
California
$1.63M 64,161 +30,821 +92%
BSWM
5
Boston Standard Wealth Management
Massachusetts
$1.27M 49,913 +14,524 +41%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.18M 46,631 +1,388 +3%
MWM
7
Mission Wealth Management
California
$1.07M 42,253 +15,610 +59%
Bank of America
8
Bank of America
North Carolina
$1.04M 41,002 +784 +2%
CJA
9
C-J Advisory
California
$943K 37,150 +2,174 +6%
GI
10
Gradient Investments
Minnesota
$912K 35,911 +4,571 +15%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$688K 27,118 +27,118 New
APP
12
Avantax Planning Partners
Iowa
$680K 26,859 +583 +2%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$499K 19,668 +268 +1%
LGWM
14
Litman Gregory Wealth Management
California
$481K 18,956 +18,541 +4,468%
SWP
15
Stratos Wealth Partners
Ohio
$462K 18,199 +18,199 New
MIAN
16
Mariner Independent Advisor Network
Kansas
$401K 15,868 +15,868 New
CCM
17
Canal Capital Management
Virginia
$265K 10,455 +10,455 New
AGA
18
Arkos Global Advisors
Texas
$216K 8,498 -7,937 -48%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$132K 5,211 +165 +3%
CI
20
CX Institutional
Indiana
$71K 2,799 – –
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$28K 1,110 +1,110 New
AIM
22
Advantage Investment Management
Iowa
$25K 998 – –
AF
23
Advisornet Financial
Minnesota
$23K 900 – –
FANJ
24
Financial Architects (New Jersey)
New Jersey
$20K 792 – –
LFG
25
LifePlan Financial Group
Ohio
$16K 632 – –
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