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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

46 hedge funds and large institutions have $78.6M invested in Nuveen ESG US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 9 closing their positions.

Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
24
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$9.52M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.8M
3
Jane Street
3
Jane Street
New York
$2.49M
4
CI
4
CX Institutional
Indiana
$2.24M
5
MWM
5
Mission Wealth Management
California
$3.66M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
GI
3
Gradient Investments
Minnesota
$0
4
CCM
4
Canal Capital Management
Virginia
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$657K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$12.3M 456,840 +34,875 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.8M 402,540 +95,423 +31%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$9.52M 353,539 +140,434 +66%
Bank of America
4
Bank of America
North Carolina
$4.3M 159,750 +10,351 +7%
LPL Financial
5
LPL Financial
California
$4.03M 149,654 -3,122 -2%
MWM
6
Mission Wealth Management
California
$3.66M 135,739 +37,281 +38%
WCFA
7
Walkner Condon Financial Advisors
Wisconsin
$3.12M 115,781 +16,307 +16%
LGWM
8
Litman Gregory Wealth Management
California
$2.49M 92,396 +29,158 +46%
Jane Street
9
Jane Street
New York
$2.49M 92,383 +92,383 New
CI
10
CX Institutional
Indiana
$2.24M 83,049 +39,530 +91%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.01M 74,779 +16,467 +28%
CG
12
Colony Group
Massachusetts
$1.9M 70,375 +23,068 +49%
APP
13
Avantax Planning Partners
Iowa
$1.89M 70,179 -3,505 -5%
MIAN
14
Mariner Independent Advisor Network
Kansas
$1.79M 66,545 +18,940 +40%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.71M 63,408 +1,038 +2%
MMA
16
Miracle Mile Advisors
California
$1.63M 60,542 +36,313 +150%
CJA
17
C-J Advisory
California
$1.61M 59,907 +530 +0.9%
FPF
18
First Pacific Financial
Washington
$1.6M 59,443 +59,443 New
BSWM
19
Boston Standard Wealth Management
Massachusetts
$1.36M 50,633 +359 +0.7%
UB
20
UMB Bank
Missouri
$1.2M 44,150 – –
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.2M 44,375 +2,727 +7%
MML Investors Services
22
MML Investors Services
Massachusetts
$657K 24,395 -7,715 -24%
AF
23
Advisornet Financial
Minnesota
$574K 21,296 +5,303 +33%
SWP
24
Stratos Wealth Partners
Ohio
$500K 18,554 +3,199 +21%
OPS
25
Orion Portfolio Solutions
Nebraska
$451K 16,735 +8,292 +98%
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