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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

86 hedge funds and large institutions have $168M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
45
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
1
BerganKDV Wealth Management
Minnesota
$5.31M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$29.1M
4
LGWM
4
Litman Gregory Wealth Management
California
$812K
5
NYLIM
5
New York Life Investment Management
New York
$754K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.51M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FANJ
3
Financial Architects (New Jersey)
New Jersey
$1.72M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$458K
5
MMA
5
Miracle Mile Advisors
California
$1.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$29.1M 1,323,062 +41,219 +3%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$26.8M 1,217,899 +27,557 +2%
Morgan Stanley
3
Morgan Stanley
New York
$11.9M 541,649 +52,567 +11%
WWA
4
WCG Wealth Advisors
Nevada
$6.66M 302,469 +16,605 +6%
CG
5
Colony Group
Massachusetts
$5.63M 256,037 -12,601 -5%
BWM
6
BerganKDV Wealth Management
Minnesota
$5.31M 241,677 +55,939 +30%
LPL Financial
7
LPL Financial
California
$4.75M 215,922 +6,951 +3%
COCM
8
Charter Oak Capital Management
New Hampshire
$4.61M 209,859 +8,515 +4%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$4.08M 185,432 +29,793 +19%
Bank of America
10
Bank of America
North Carolina
$4M 181,748 +13,977 +8%
FNWM
11
Financial Network Wealth Management
Utah
$3.67M 167,889 +1,010 +0.6%
KOC
12
Koss-Olinger Consulting
Florida
$3.39M 154,193 +11,419 +8%
Jane Street
13
Jane Street
New York
$3.26M 148,424 -216 -0.1%
PAS
14
Park Avenue Securities
New York
$2.83M 128,494 -1,319 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.51M 114,278 -54,788 -32%
UB
16
UMB Bank
Missouri
$2.28M 103,615 +12,084 +13%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.18M 99,047 +17,099 +21%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.17M 98,668 -367 -0.4%
AssetMark Inc
19
AssetMark Inc
California
$2.03M 92,444 +14,893 +19%
SAG
20
SageView Advisory Group
California
$2.03M 92,442 -2,680 -3%
CI
21
CX Institutional
Indiana
$1.99M 90,499 +3,657 +4%
MMA
22
Miracle Mile Advisors
California
$1.84M 83,690 -17,976 -18%
FANJ
23
Financial Architects (New Jersey)
New Jersey
$1.72M 78,099 -30,186 -28%
BSWM
24
Boston Standard Wealth Management
Massachusetts
$1.64M 74,599 +3,206 +4%
APP
25
Avantax Planning Partners
Iowa
$1.55M 70,579 +10,735 +18%
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