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Nuveen ESG US Aggregate Bond ETF

94 hedge funds and large institutions have $214M invested in Nuveen ESG US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
37
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30.3M 1,363,390 +776,426 +132%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$25M 1,121,023 -91,464 -8%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$17.8M 798,888 +43,200 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.3M 550,383 -35,715 -6%
Bank of America
5
Bank of America
North Carolina
$10.1M 453,079 +290,541 +179%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$7.48M 336,248 +336,248 New
KOC
7
Koss-Olinger Consulting
Florida
$6.78M 304,557 +51,072 +20%
WWA
8
WCG Wealth Advisors
Nevada
$6.06M 272,272 -1,542 -0.6%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$6.04M 271,447 +271,447 New
COCM
10
Charter Oak Capital Management
New Hampshire
$5.46M 245,127 +10,175 +4%
LPL Financial
11
LPL Financial
California
$5.02M 225,390 -25,672 -10%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$4.81M 216,091 +11,628 +6%
Creative Planning
13
Creative Planning
Kansas
$3.5M 157,416 -3,668 -2%
FNWM
14
Financial Network Wealth Management
Utah
$3.31M 148,572 -18,802 -11%
CCM
15
Colorado Capital Management
Colorado
$3.03M 136,053 +108,203 +389%
MMA
16
Miracle Mile Advisors
California
$3.03M 135,989 +39,701 +41%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.87M 128,808 -3,055 -2%
SAG
18
SageView Advisory Group
California
-96,373 Closed
PAS
19
Park Avenue Securities
New York
$2.68M 120,406 -10,905 -8%
AssetMark Inc
20
AssetMark Inc
California
$2.44M 109,627 +7,243 +7%
PAG
21
Private Advisor Group
New Jersey
$2.34M 105,320 +3,699 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.26M 101,470 -1,432 -1%
SOAG
23
Silver Oak Advisory Group
Oregon
$2.25M 100,990 +13,631 +16%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.13M 95,651 -4,876 -5%
ML
25
Mayport LLC
Massachusetts
$2.09M 94,104 +94,104 New