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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

69 hedge funds and large institutions have $122M invested in Nuveen ESG US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
69
Holders Change
+17
Holders Change %
+32.69%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
31
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$25.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.5M
3
PAS
3
Park Avenue Securities
New York
$2.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.34M
5
MWM
5
Mission Wealth Management
California
$5.68M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
FPF
2
First Pacific Financial
Washington
$927K
3
MML Investors Services
3
MML Investors Services
Massachusetts
$347K
4
CA
4
CGN Advisors
Kansas
$722K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$25.5M 988,663 +260,538 +36%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.5M 676,863 +171,706 +34%
UBS Group
3
UBS Group
Switzerland
$12.9M 501,219 +18,177 +4%
MWM
4
Mission Wealth Management
California
$5.68M 220,108 +52,834 +32%
LPL Financial
5
LPL Financial
California
$4.52M 175,136 +12,627 +8%
COCM
6
Charter Oak Capital Management
New Hampshire
$4.12M 159,523 +34,122 +27%
CG
7
Colony Group
Massachusetts
$3.54M 136,990 +26,427 +24%
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$3.38M 131,055 -3,552 -3%
Bank of America
9
Bank of America
North Carolina
$3.36M 130,277 +49,243 +61%
Citadel Advisors
10
Citadel Advisors
Florida
$3.34M 129,335 +97,829 +311%
MMA
11
Miracle Mile Advisors
California
$2.96M 114,599 +35,795 +45%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.89M 111,804 +187 +0.2%
PAS
13
Park Avenue Securities
New York
$2.7M 104,577 +104,577 New
LGWM
14
Litman Gregory Wealth Management
California
$2.44M 94,401 +1,540 +2%
MIAN
15
Mariner Independent Advisor Network
Kansas
$1.99M 77,147 +2,633 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.97M 76,374 +7,329 +11%
APP
17
Avantax Planning Partners
Iowa
$1.95M 75,389 -3,771 -5%
CI
18
CX Institutional
Indiana
$1.94M 75,025 +6,439 +9%
CJA
19
C-J Advisory
California
$1.9M 73,527 +8,615 +13%
BSWM
20
Boston Standard Wealth Management
Massachusetts
$1.71M 66,254 +8,048 +14%
BWM
21
BerganKDV Wealth Management
Minnesota
$1.3M 50,454 +44,786 +790%
UB
22
UMB Bank
Missouri
$1.26M 48,939 +2,806 +6%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.03M 39,924 -4,487 -10%
FPF
24
First Pacific Financial
Washington
$927K 35,904 -21,376 -37%
CA
25
CGN Advisors
Kansas
$722K 27,963 -7,451 -21%
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