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Nuveen ESG US Aggregate Bond ETF
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Overview Fund Activity

68 hedge funds and large institutions have $137M invested in Nuveen ESG US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
38
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.7M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$31.1M
3
VAS
3
Vestmark Advisory Solutions
Massachusetts
$1.4M
4
CG
4
Colony Group
Massachusetts
$4.77M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.63M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
WCFA
2
Walkner Condon Financial Advisors
Wisconsin
$2.25M
3
CI
3
CX Institutional
Indiana
$1.42M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$0
5
MMA
5
Miracle Mile Advisors
California
$2.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$31.1M 1,191,365 +202,702 +21%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.7M 908,327 +231,464 +34%
UBS Group
3
UBS Group
Switzerland
$13.5M 516,327 +15,108 +3%
MWM
4
Mission Wealth Management
California
$6.35M 243,338 +23,230 +11%
LPL Financial
5
LPL Financial
California
$5.31M 203,701 +28,565 +16%
CG
6
Colony Group
Massachusetts
$4.77M 182,714 +45,724 +33%
COCM
7
Charter Oak Capital Management
New Hampshire
$4.74M 181,701 +22,178 +14%
Bank of America
8
Bank of America
North Carolina
$3.58M 137,066 +6,789 +5%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.14M 120,149 +8,345 +7%
PAS
10
Park Avenue Securities
New York
$2.73M 104,787 +210 +0.2%
MMA
11
Miracle Mile Advisors
California
$2.7M 103,494 -11,105 -10%
MIAN
12
Mariner Independent Advisor Network
Kansas
$2.33M 89,540 +12,393 +16%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.31M 88,454 +12,080 +16%
WCFA
14
Walkner Condon Financial Advisors
Wisconsin
$2.25M 86,305 -44,750 -34%
CJA
15
C-J Advisory
California
$2.2M 84,258 +10,731 +15%
BSWM
16
Boston Standard Wealth Management
Massachusetts
$2.12M 81,326 +15,072 +23%
APP
17
Avantax Planning Partners
Iowa
$1.96M 74,941 -448 -0.6%
Morgan Stanley
18
Morgan Stanley
New York
$1.63M 62,518 +40,222 +180%
BWM
19
BerganKDV Wealth Management
Minnesota
$1.45M 55,532 +5,078 +10%
CI
20
CX Institutional
Indiana
$1.42M 54,558 -20,467 -27%
VAS
21
Vestmark Advisory Solutions
Massachusetts
$1.4M 53,173 +53,173 New
UB
22
UMB Bank
Missouri
$1.33M 50,895 +1,956 +4%
KLI
23
Kelman-Lazarov Inc
Tennessee
$1.04M 39,962 +19,840 +99%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.04M 39,760 -164 -0.4%
FPF
25
First Pacific Financial
Washington
$929K 35,621 -283 -0.8%
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