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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

83 hedge funds and large institutions have $156M invested in Nuveen ESG US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
29
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FNWM
1
Financial Network Wealth Management
Utah
$3.72M
2
SAG
2
SageView Advisory Group
California
$1.96M
3
Mariner
3
Mariner
Kansas
$1.42M
4
US Bancorp
4
US Bancorp
Minnesota
$1.21M
5
WWA
5
WCG Wealth Advisors
Nevada
$6.04M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$0
4
CG
4
Colony Group
Massachusetts
$5.18M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$27.4M 1,259,966 +35,101 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.7M 1,227,093 -29,416 -2%
Morgan Stanley
3
Morgan Stanley
New York
$8.83M 405,416 +34,316 +9%
UBS Group
4
UBS Group
Switzerland
$6.83M 313,598 -27,753 -8%
WWA
5
WCG Wealth Advisors
Nevada
$6.04M 277,562 +38,221 +16%
LPL Financial
6
LPL Financial
California
$5.55M 254,792 +5,489 +2%
CG
7
Colony Group
Massachusetts
$5.18M 237,930 -32,204 -12%
COCM
8
Charter Oak Capital Management
New Hampshire
$4.06M 186,669 +6,775 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.88M 178,311 +514 +0.3%
FNWM
10
Financial Network Wealth Management
Utah
$3.72M 170,934 +170,934 New
BWM
11
BerganKDV Wealth Management
Minnesota
$3.51M 161,434 -17,904 -10%
Bank of America
12
Bank of America
North Carolina
$3.29M 151,034 -23,078 -13%
KOC
13
Koss-Olinger Consulting
Florida
$3.09M 142,119 -5,816 -4%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$2.99M 137,469 +20,111 +17%
PAS
15
Park Avenue Securities
New York
$2.83M 129,761 -1,501 -1%
FANJ
16
Financial Architects (New Jersey)
New Jersey
$2.29M 104,967 +11,627 +12%
UB
17
UMB Bank
Missouri
$2.17M 99,439 +19,404 +24%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.07M 94,922 +20,525 +28%
MMA
19
Miracle Mile Advisors
California
$2.04M 93,618 -21,638 -19%
SAG
20
SageView Advisory Group
California
$1.96M 89,944 +89,944 New
CI
21
CX Institutional
Indiana
$1.88M 86,539 +35,502 +70%
BSWM
22
Boston Standard Wealth Management
Massachusetts
$1.84M 84,461 +440 +0.5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.74M 79,803 +23,383 +41%
AssetMark Inc
24
AssetMark Inc
California
$1.54M 70,789 +23,612 +50%
Mariner
25
Mariner
Kansas
$1.42M 65,201 +65,201 New
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