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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

71 hedge funds and large institutions have $141M invested in Nuveen ESG US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
39
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27M
2
Citigroup
2
Citigroup
New York
$2.59M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$32.9M
4
BWM
4
BerganKDV Wealth Management
Minnesota
$3.32M
5
LGWM
5
Litman Gregory Wealth Management
California
$1.66M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.57M
2
MWM
2
Mission Wealth Management
California
$656K
3
WCFA
3
Walkner Condon Financial Advisors
Wisconsin
$0
4
CA
4
CGN Advisors
Kansas
$0
5
OPS
5
Orion Portfolio Solutions
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$32.9M 1,269,531 +78,166 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27M 1,044,560 +136,233 +15%
UBS Group
3
UBS Group
Switzerland
$7.57M 292,512 -223,815 -43%
LPL Financial
4
LPL Financial
California
$5.91M 228,505 +24,804 +12%
CG
5
Colony Group
Massachusetts
$5.33M 205,873 +23,159 +13%
COCM
6
Charter Oak Capital Management
New Hampshire
$5.19M 200,637 +18,936 +10%
Bank of America
7
Bank of America
North Carolina
$3.7M 142,890 +5,824 +4%
BWM
8
BerganKDV Wealth Management
Minnesota
$3.32M 128,184 +72,652 +131%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.23M 124,880 +4,731 +4%
PAS
10
Park Avenue Securities
New York
$2.81M 108,444 +3,657 +3%
Citigroup
11
Citigroup
New York
$2.59M 100,000 +100,000 New
MMA
12
Miracle Mile Advisors
California
$2.58M 99,851 -3,643 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.43M 94,055 +5,601 +6%
CJA
14
C-J Advisory
California
$2.25M 86,804 +2,546 +3%
APP
15
Avantax Planning Partners
Iowa
$2.24M 86,537 +11,596 +15%
BSWM
16
Boston Standard Wealth Management
Massachusetts
$2.15M 82,911 +1,585 +2%
Morgan Stanley
17
Morgan Stanley
New York
$2M 77,153 +14,635 +23%
MIAN
18
Mariner Independent Advisor Network
Kansas
$1.83M 70,831 -18,709 -21%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$1.79M 69,240 +16,067 +30%
LGWM
20
Litman Gregory Wealth Management
California
$1.66M 64,120 +61,608 +2,453%
CI
21
CX Institutional
Indiana
$1.43M 55,144 +586 +1%
UB
22
UMB Bank
Missouri
$1.31M 50,550 -345 -0.7%
KLI
23
Kelman-Lazarov Inc
Tennessee
$1.24M 47,702 +7,740 +19%
SFP
24
Sandbox Financial Partners
Maryland
$1.2M 46,290 +46,290 New
FPF
25
First Pacific Financial
Washington
$1.08M 41,689 +6,068 +17%
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