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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

51 hedge funds and large institutions have $65.1M invested in Nuveen ESG US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
51
Holders Change
–
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
23
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$11.4M
2
Creative Planning
2
Creative Planning
Kansas
$2.34M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.31M
4
Bank of America
4
Bank of America
North Carolina
$4.04M
5
CI
5
CX Institutional
Indiana
$1.18M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.58M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.05M
3
Jane Street
3
Jane Street
New York
$0
4
GI
4
Gradient Investments
Minnesota
$575K
5
DADC
5
D.A. Davidson & Co
Montana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$11.4M 421,965 +140,246 +50%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.31M 307,117 +80,816 +36%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.76M 213,105 -15,135 -7%
LPL Financial
4
LPL Financial
California
$4.13M 152,776 +8,400 +6%
Bank of America
5
Bank of America
North Carolina
$4.04M 149,399 +56,832 +61%
WCFA
6
Walkner Condon Financial Advisors
Wisconsin
$2.69M 99,474 -10,616 -10%
MWM
7
Mission Wealth Management
California
$2.66M 98,458 +5,731 +6%
Creative Planning
8
Creative Planning
Kansas
$2.34M 86,385 +86,385 New
APP
9
Avantax Planning Partners
Iowa
$1.99M 73,684 -4,005 -5%
LGWM
10
Litman Gregory Wealth Management
California
$1.71M 63,238 +14,062 +29%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.69M 62,370 +5,659 +10%
CJA
12
C-J Advisory
California
$1.6M 59,377 +6,254 +12%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.58M 58,312 -225,290 -79%
BSWM
14
Boston Standard Wealth Management
Massachusetts
$1.36M 50,274 +1,394 +3%
MIAN
15
Mariner Independent Advisor Network
Kansas
$1.29M 47,605 +9,145 +24%
CG
16
Colony Group
Massachusetts
$1.28M 47,307 +20,234 +75%
UB
17
UMB Bank
Missouri
$1.2M 44,150 +2,452 +6%
CI
18
CX Institutional
Indiana
$1.18M 43,519 +36,088 +486%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.13M 41,648 +3,094 +8%
Citadel Advisors
20
Citadel Advisors
Florida
$1.05M 38,755 -44,049 -53%
MML Investors Services
21
MML Investors Services
Massachusetts
$869K 32,110 +32,110 New
MMA
22
Miracle Mile Advisors
California
$655K 24,229 +6,224 +35%
GI
23
Gradient Investments
Minnesota
$575K 21,262 -30,169 -59%
AssetMark Inc
24
AssetMark Inc
California
$520K 19,213 +8,518 +80%
AF
25
Advisornet Financial
Minnesota
$433K 15,993 -3,203 -17%
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