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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

43 hedge funds and large institutions have $38.9M invested in Nuveen ESG US Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
22
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.84M
2
LPL Financial
LPL Financial
California
+$1.03M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$753K
4
Jane Street
Jane Street
New York
+$678K
5
MWM
Mission Wealth Management
California
+$592K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$343K
2
SFS
Sowell Financial Services
Arkansas
-$138K
3
SWP
Stratos Wealth Partners
Ohio
-$103K
4
FAAS
First Allied Advisory Services
California
-$89K
5
AF
Advisornet Financial
Minnesota
-$5.73K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$4.81M +$753K +29,466 +19%
UBS Group
2
UBS Group
Switzerland
$4.79M +$439K +17,192 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.58M +$1.84M +71,824 +105%
LPL Financial
4
LPL Financial
California
$3.14M +$1.03M +40,346 +49%
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$2.76M +$2.76M +108,089 New
APP
6
Avantax Planning Partners
Iowa
$2.02M +$232K +9,080 +13%
MWM
7
Mission Wealth Management
California
$1.82M +$592K +23,174 +48%
BSWM
8
Boston Standard Wealth Management
Massachusetts
$1.34M +$9.79K +383 +0.7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.27M +$24K +941 +2%
GI
10
Gradient Investments
Minnesota
$1.27M +$208K +8,123 +20%
CJA
11
C-J Advisory
California
$1.25M +$167K +6,530 +15%
Bank of America
12
Bank of America
North Carolina
$1.22M +$211K +8,240 +21%
LGWM
13
Litman Gregory Wealth Management
California
$1.17M +$276K +10,791 +31%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$969K +$155K +6,054 +19%
UB
15
UMB Bank
Missouri
$882K +$41.9K +1,640 +5%
MIAN
16
Mariner Independent Advisor Network
Kansas
$831K +$417K +16,308 +101%
Jane Street
17
Jane Street
New York
$678K +$678K +26,537 New
CG
18
Colony Group
Massachusetts
$530K +$530K +20,738 New
DADC
19
D.A. Davidson & Co
Montana
$524K +$524K +20,500 New
AF
20
Advisornet Financial
Minnesota
$508K -$5.73K -224 -1%
MMA
21
Miracle Mile Advisors
California
$383K +$383K +14,978 New
SWP
22
Stratos Wealth Partners
Ohio
$363K -$103K -4,034 -22%
CCM
23
Canal Capital Management
Virginia
$301K +$6.61K +259 +2%
HighTower Advisors
24
HighTower Advisors
Illinois
$284K +$10.5K +409 +4%
AGA
25
Arkos Global Advisors
Texas
$252K +$24.8K +969 +11%
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