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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

90 hedge funds and large institutions have $165M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
48
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.32M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.6M
4
CF
4
Cantor Fitzgerald
New York
$1.45M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.04M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.23M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$26.6M
3
LPL Financial
3
LPL Financial
California
$4.67M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
BSWM
5
Boston Standard Wealth Management
Massachusetts
$1.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$28.6M 1,281,843 +54,750 +4%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$26.6M 1,190,342 -69,624 -6%
Morgan Stanley
3
Morgan Stanley
New York
$10.9M 489,082 +83,666 +21%
WWA
4
WCG Wealth Advisors
Nevada
$6.39M 285,864 +8,302 +3%
CG
5
Colony Group
Massachusetts
$6M 268,638 +30,708 +13%
LPL Financial
6
LPL Financial
California
$4.67M 208,971 -45,821 -18%
COCM
7
Charter Oak Capital Management
New Hampshire
$4.5M 201,344 +14,675 +8%
BWM
8
BerganKDV Wealth Management
Minnesota
$4.15M 185,738 +24,304 +15%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.78M 169,066 -9,245 -5%
Bank of America
10
Bank of America
North Carolina
$3.75M 167,771 +16,737 +11%
FNWM
11
Financial Network Wealth Management
Utah
$3.73M 166,879 -4,055 -2%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$3.48M 155,639 +18,170 +13%
Jane Street
13
Jane Street
New York
$3.32M 148,640 +148,640 New
KOC
14
Koss-Olinger Consulting
Florida
$3.19M 142,774 +655 +0.5%
PAS
15
Park Avenue Securities
New York
$2.9M 129,813 +52 +0%
FANJ
16
Financial Architects (New Jersey)
New Jersey
$2.42M 108,285 +3,318 +3%
MMA
17
Miracle Mile Advisors
California
$2.27M 101,666 +8,048 +9%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.21M 99,035 +4,113 +4%
SAG
19
SageView Advisory Group
California
$2.13M 95,122 +5,178 +6%
UB
20
UMB Bank
Missouri
$2.05M 91,531 -7,908 -8%
CI
21
CX Institutional
Indiana
$1.94M 86,842 +303 +0.4%
AssetMark Inc
22
AssetMark Inc
California
$1.73M 77,551 +6,762 +10%
BSWM
23
Boston Standard Wealth Management
Massachusetts
$1.6M 71,393 -13,068 -15%
Mariner
24
Mariner
Kansas
$1.49M 66,724 +1,523 +2%
CF
25
Cantor Fitzgerald
New York
$1.45M 65,052 +49,050 +307%
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