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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

87 hedge funds and large institutions have $161M invested in Nuveen ESG US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 6 closing their positions.

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
27
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWA
1
WCG Wealth Advisors
Nevada
$4.94M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.07M
3
Bank of America
3
Bank of America
North Carolina
$3.88M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.98M

Top Sellers

1
CP
1
Castleview Partners
Texas
$411K
2
AWA
2
Aaron Wealth Advisors
Illinois
$246K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.05M
4
COCM
4
Charter Oak Capital Management
New Hampshire
$3.74M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$1.53M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$32.6M 1,426,160 +43,695 +3%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$30.3M 1,322,984 -1,883 -0.1%
UBS Group
3
UBS Group
Switzerland
$8.87M 387,816 +21,879 +6%
Morgan Stanley
4
Morgan Stanley
New York
$5.98M 261,653 +43,179 +20%
CG
5
Colony Group
Massachusetts
$5.94M 259,797 -6,663 -3%
LPL Financial
6
LPL Financial
California
$5.27M 230,530 -11,800 -5%
WWA
7
WCG Wealth Advisors
Nevada
$4.94M 216,114 +216,114 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.05M 176,887 -8,121 -4%
Bank of America
9
Bank of America
North Carolina
$3.88M 169,786 +47,711 +39%
BWM
10
BerganKDV Wealth Management
Minnesota
$3.85M 168,509 -442 -0.3%
COCM
11
Charter Oak Capital Management
New Hampshire
$3.74M 163,610 -36,975 -18%
KOC
12
Koss-Olinger Consulting
Florida
$3.3M 144,236 +42,622 +42%
Citadel Advisors
13
Citadel Advisors
Florida
$3.07M 134,284 +115,537 +616%
PAS
14
Park Avenue Securities
New York
$2.99M 130,672 -1,130 -0.9%
Jane Street
15
Jane Street
New York
$2.93M 128,073 -17,903 -12%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$2.56M 111,937 +11,554 +12%
MMA
17
Miracle Mile Advisors
California
$2.22M 97,225 -3,957 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.05M 89,809 -72,483 -45%
BSWM
19
Boston Standard Wealth Management
Massachusetts
$1.9M 82,508 -310 -0.4%
UB
20
UMB Bank
Missouri
$1.78M 77,657 +25,293 +48%
LFG
21
Lockerman Financial Group
California
$1.54M 67,637 -2,295 -3%
MIAN
22
Mariner Independent Advisor Network
Kansas
$1.53M 67,022 -32,621 -33%
WCFA
23
Walkner Condon Financial Advisors
Wisconsin
$1.45M 63,572 -20,659 -25%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.3M 56,913 +2,808 +5%
LGWM
25
Litman Gregory Wealth Management
California
$1.23M 53,848 +58 +0.1%
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