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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

81 hedge funds and large institutions have $172M invested in Nuveen ESG US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
38
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Aaron Wealth Advisors
Illinois
$11.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$33.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.27M
4
WCFA
4
Walkner Condon Financial Advisors
Wisconsin
$2.03M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$32M

Top Sellers

1
CP
1
Castleview Partners
Texas
$628K
2
HGWM
2
Harvest Group Wealth Management
Massachusetts
$2K
3
APP
3
Avantax Planning Partners
Iowa
$1.49M
4
FPF
4
First Pacific Financial
Washington
$0
5
Jane Street
5
Jane Street
New York
$3.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.3M 1,382,465 +159,533 +13%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$32M 1,324,867 +68,409 +5%
AWA
3
Aaron Wealth Advisors
Illinois
$11.9M 286,734 +274,846 +2,312%
UBS Group
4
UBS Group
Switzerland
$8.83M 365,937 -10,234 -3%
CG
5
Colony Group
Massachusetts
$6.43M 266,460 +45,928 +21%
LPL Financial
6
LPL Financial
California
$5.85M 242,330 +10,941 +5%
Morgan Stanley
7
Morgan Stanley
New York
$5.27M 218,474 +117,219 +116%
COCM
8
Charter Oak Capital Management
New Hampshire
$4.84M 200,585 -11,829 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.46M 185,008 +26,566 +17%
BWM
10
BerganKDV Wealth Management
Minnesota
$4.08M 168,951 +3,117 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.91M 162,292 +25,544 +19%
Jane Street
12
Jane Street
New York
$3.52M 145,976 -45,150 -24%
PAS
13
Park Avenue Securities
New York
$3.18M 131,802 +19,242 +17%
Bank of America
14
Bank of America
North Carolina
$2.94M 122,075 -18,697 -13%
KOC
15
Koss-Olinger Consulting
Florida
$2.45M 101,614 +51,313 +102%
MMA
16
Miracle Mile Advisors
California
$2.44M 101,182 +6,153 +6%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$2.42M 100,383 +6,843 +7%
MIAN
18
Mariner Independent Advisor Network
Kansas
$2.38M 99,643 +23,983 +32%
WCFA
19
Walkner Condon Financial Advisors
Wisconsin
$2.03M 84,231 +84,231 New
BSWM
20
Boston Standard Wealth Management
Massachusetts
$2M 82,818 -1,184 -1%
LFG
21
Lockerman Financial Group
California
$1.68M 69,932 -8,971 -11%
EA
22
Evolution Advisers
Virginia
$1.64M 67,907 +32,610 +92%
APP
23
Avantax Planning Partners
Iowa
$1.49M 61,559 -47,434 -44%
CI
24
CX Institutional
Indiana
$1.34M 55,504 +422 +0.8%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.31M 54,105 +6,922 +15%
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