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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

79 hedge funds and large institutions have $159M invested in Nuveen ESG US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
39
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.91M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.4M
3
UBS Group
3
UBS Group
Switzerland
$9.66M
4
LFG
4
Lockerman Financial Group
California
$2.03M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.07M

Top Sellers

1
Citigroup
1
Citigroup
New York
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$32.3M
3
AF
3
Allworth Financial
California
$555K
4
LGWM
4
Litman Gregory Wealth Management
California
$1.39M
5
WFA
5
Wipfli Financial Advisors
Wisconsin
$237K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$32.3M 1,256,458 -13,073 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.4M 1,222,932 +178,372 +17%
UBS Group
3
UBS Group
Switzerland
$9.66M 376,171 +83,659 +29%
LPL Financial
4
LPL Financial
California
$5.94M 231,389 +2,884 +1%
CG
5
Colony Group
Massachusetts
$5.66M 220,532 +14,659 +7%
COCM
6
Charter Oak Capital Management
New Hampshire
$5.45M 212,414 +11,777 +6%
Jane Street
7
Jane Street
New York
$4.91M 191,126 +191,126 New
BWM
8
BerganKDV Wealth Management
Minnesota
$4.26M 165,834 +37,650 +29%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.07M 158,442 +64,387 +68%
Bank of America
10
Bank of America
North Carolina
$3.61M 140,772 -2,118 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.51M 136,748 +11,868 +10%
PAS
12
Park Avenue Securities
New York
$2.89M 112,560 +4,116 +4%
APP
13
Avantax Planning Partners
Iowa
$2.8M 108,993 +22,456 +26%
Morgan Stanley
14
Morgan Stanley
New York
$2.6M 101,255 +24,102 +31%
MMA
15
Miracle Mile Advisors
California
$2.44M 95,029 -4,822 -5%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$2.4M 93,540 +24,300 +35%
BSWM
17
Boston Standard Wealth Management
Massachusetts
$2.16M 84,002 +1,091 +1%
LFG
18
Lockerman Financial Group
California
$2.03M 78,903 +78,903 New
HGWM
19
Harvest Group Wealth Management
Massachusetts
$2M 77,845 +41,750 +116%
MIAN
20
Mariner Independent Advisor Network
Kansas
$1.93M 75,660 +4,829 +7%
CI
21
CX Institutional
Indiana
$1.41M 55,082 -62 -0.1%
LGWM
22
Litman Gregory Wealth Management
California
$1.39M 54,145 -9,975 -16%
KOC
23
Koss-Olinger Consulting
Florida
$1.29M 50,301 +14,935 +42%
UB
24
UMB Bank
Missouri
$1.29M 50,141 -409 -0.8%
KLI
25
Kelman-Lazarov Inc
Tennessee
$1.24M 48,221 +519 +1%
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