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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

90 hedge funds and large institutions have $170M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
37
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$15.9M
2
Creative Planning
2
Creative Planning
Kansas
$3.4M
3
KOC
3
Koss-Olinger Consulting
Florida
$5.35M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.74M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.13M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.4M
2
Jane Street
2
Jane Street
New York
$2.02M
3
WWA
3
WCG Wealth Advisors
Nevada
$6.63M
4
CI
4
CX Institutional
Indiana
$1.4M
5
OIA
5
OneDigital Investment Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$25.6M 1,212,487 -5,412 -0.4%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$15.9M 755,688 +755,688 New
Morgan Stanley
3
Morgan Stanley
New York
$12.4M 586,964 +45,315 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.4M 586,098 -736,964 -56%
WWA
5
WCG Wealth Advisors
Nevada
$6.63M 273,814 -28,655 -9%
CG
6
Colony Group
Massachusetts
$5.68M 268,947 +12,910 +5%
KOC
7
Koss-Olinger Consulting
Florida
$5.35M 253,485 +99,292 +64%
LPL Financial
8
LPL Financial
California
$5.3M 251,062 +35,140 +16%
COCM
9
Charter Oak Capital Management
New Hampshire
$4.96M 234,952 +25,093 +12%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$4.31M 204,463 +19,031 +10%
FNWM
11
Financial Network Wealth Management
Utah
$3.51M 167,374 -515 -0.3%
Bank of America
12
Bank of America
North Carolina
$3.43M 162,538 -19,210 -11%
Creative Planning
13
Creative Planning
Kansas
$3.4M 161,084 +161,084 New
Osaic Holdings
14
Osaic Holdings
Arizona
$2.78M 131,863 +33,195 +34%
PAS
15
Park Avenue Securities
New York
$2.77M 131,311 +2,817 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.17M 102,902 +3,855 +4%
AssetMark Inc
17
AssetMark Inc
California
$2.16M 102,384 +9,940 +11%
PAG
18
Private Advisor Group
New Jersey
$2.14M 101,621 +38,181 +60%
UB
19
UMB Bank
Missouri
$2.12M 100,565 -3,050 -3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.12M 100,527 -13,751 -12%
SAG
21
SageView Advisory Group
California
$2.03M 96,373 +3,931 +4%
MMA
22
Miracle Mile Advisors
California
$2.03M 96,288 +12,598 +15%
Jane Street
23
Jane Street
New York
$2.02M 95,868 -52,556 -35%
UBS Group
24
UBS Group
Switzerland
$1.97M 93,516 +45,675 +95%
SOAG
25
Silver Oak Advisory Group
Oregon
$1.84M 87,359 +50,286 +136%
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