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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

82 hedge funds and large institutions have $152M invested in Nuveen ESG US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
82
Holders Change
-5
Holders Change %
-5.75%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
35
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.04M
2
FANJ
2
Financial Architects (New Jersey)
New Jersey
$2.02M
3
OMC
3
Old Mission Capital
Illinois
$1.7M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$979K
5
WWA
5
WCG Wealth Advisors
Nevada
$5.73M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$26.5M
4
UBS Group
4
UBS Group
Switzerland
$7.39M
5
RCS
5
Retirement Capital Strategies
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27.2M 1,256,509 -169,651 -12%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$26.5M 1,224,865 -98,119 -7%
Morgan Stanley
3
Morgan Stanley
New York
$8.04M 371,100 +109,447 +42%
UBS Group
4
UBS Group
Switzerland
$7.39M 341,351 -46,465 -12%
CG
5
Colony Group
Massachusetts
$5.85M 270,134 +10,337 +4%
WWA
6
WCG Wealth Advisors
Nevada
$5.73M 239,341 +23,227 +11%
LPL Financial
7
LPL Financial
California
$5.4M 249,303 +18,773 +8%
COCM
8
Charter Oak Capital Management
New Hampshire
$3.9M 179,894 +16,284 +10%
BWM
9
BerganKDV Wealth Management
Minnesota
$3.88M 179,338 +10,829 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.85M 177,797 +910 +0.5%
Bank of America
11
Bank of America
North Carolina
$3.77M 174,112 +4,326 +3%
KOC
12
Koss-Olinger Consulting
Florida
$3.2M 147,935 +3,699 +3%
PAS
13
Park Avenue Securities
New York
$2.84M 131,262 +590 +0.5%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$2.54M 117,358 +5,421 +5%
MMA
15
Miracle Mile Advisors
California
$2.5M 115,256 +18,031 +19%
FANJ
16
Financial Architects (New Jersey)
New Jersey
$2.02M 93,340 +93,340 New
Jane Street
17
Jane Street
New York
$1.87M 86,267 -41,806 -33%
BSWM
18
Boston Standard Wealth Management
Massachusetts
$1.82M 84,021 +1,513 +2%
UB
19
UMB Bank
Missouri
$1.73M 80,035 +2,378 +3%
OMC
20
Old Mission Capital
Illinois
$1.7M 78,677 +78,677 New
Osaic Holdings
21
Osaic Holdings
Arizona
$1.61M 74,397 -15,412 -17%
MIAN
22
Mariner Independent Advisor Network
Kansas
$1.42M 65,558 -1,464 -2%
LFG
23
Lockerman Financial Group
California
$1.41M 65,271 -2,366 -3%
WCFA
24
Walkner Condon Financial Advisors
Wisconsin
$1.39M 64,363 +791 +1%
AF
25
Advisornet Financial
Minnesota
$1.26M 58,336 +25,068 +75%
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