NUBD icon

Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

35 hedge funds and large institutions have $26.2M invested in Nuveen ESG US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$4.38M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.26M
3
APP
3
Avantax Planning Partners
Iowa
$1.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.09M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.76M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$343K
3
Bank of America
3
Bank of America
North Carolina
$1.01M
4
MM
4
Main Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$4.38M 170,105 +67,691 +66%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$4.09M 158,818 +34,840 +28%
LPL Financial
3
LPL Financial
California
$2.12M 82,436 +18,275 +28%
APP
4
Avantax Planning Partners
Iowa
$1.8M 69,958 +43,099 +160%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.76M 68,276 +21,645 +46%
BSWM
6
Boston Standard Wealth Management
Massachusetts
$1.33M 51,855 +1,942 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.26M 48,805 +43,594 +837%
MWM
8
Mission Wealth Management
California
$1.23M 47,851 +5,598 +13%
CJA
9
C-J Advisory
California
$1.09M 42,377 +5,227 +14%
GI
10
Gradient Investments
Minnesota
$1.06M 41,359 +5,448 +15%
Bank of America
11
Bank of America
North Carolina
$1.01M 39,333 -1,669 -4%
LGWM
12
Litman Gregory Wealth Management
California
$903K 35,124 +16,168 +85%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$818K 31,838 +12,170 +62%
AF
14
Advisornet Financial
Minnesota
$517K 20,084 +19,184 +2,132%
SWP
15
Stratos Wealth Partners
Ohio
$469K 18,237 +38 +0.2%
MIAN
16
Mariner Independent Advisor Network
Kansas
$418K 16,218 +350 +2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$343K 13,327 -13,791 -51%
CCM
18
Canal Capital Management
Virginia
$297K 11,533 +1,078 +10%
HighTower Advisors
19
HighTower Advisors
Illinois
$275K 10,681 +10,681 New
AGA
20
Arkos Global Advisors
Texas
$228K 8,874 +376 +4%
SFS
21
Sowell Financial Services
Arkansas
$219K 8,499 +8,499 New
WP
22
WealthShield Partners
North Carolina
$128K 4,976 +4,976 New
FAAS
23
First Allied Advisory Services
California
$89K 3,464 +3,464 New
BWP
24
Baldwin Wealth Partners
Massachusetts
$85K 3,300 +3,300 New
AssetMark Inc
25
AssetMark Inc
California
$80K 3,122 +3,122 New
1
2