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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

105 hedge funds and large institutions have $212M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
105
Holders Change
+11
Holders Change %
+11.7%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
51
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$13.2M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$9.07M
3
Jane Street
3
Jane Street
New York
$1.3M
4
Northern Trust
4
Northern Trust
Illinois
$1.27M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.97M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20M
2
KOC
2
Koss-Olinger Consulting
Florida
$0
3
Creative Planning
3
Creative Planning
Kansas
$2.05M
4
CFS
4
CGC Financial Services
Oregon
$25.3K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.68M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$24.7M 1,123,056 +2,033 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$20M 908,471 -454,919 -33%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$17.5M 798,624 -264 -0%
Bank of America
4
Bank of America
North Carolina
$13.2M 599,332 +146,253 +32%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.8M 584,797 +34,414 +6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$9.07M 412,788 +76,540 +23%
WWA
7
WCG Wealth Advisors
Nevada
$6.46M 294,158 +21,886 +8%
WA
8
Westfuller Advisors
New York
$6.44M 293,302 +293,302 New
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$6.34M 288,482 +17,035 +6%
COCM
10
Charter Oak Capital Management
New Hampshire
$5.92M 269,545 +24,418 +10%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$5.59M 254,328 +38,237 +18%
LPL Financial
12
LPL Financial
California
$5.47M 248,888 +23,498 +10%
MMA
13
Miracle Mile Advisors
California
$3.92M 178,419 +42,430 +31%
CCM
14
Colorado Capital Management
Colorado
$3.2M 145,801 +9,748 +7%
PAS
15
Park Avenue Securities
New York
$3.18M 144,773 +24,367 +20%
FNWM
16
Financial Network Wealth Management
Utah
$3.14M 145,783 -2,789 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.55M 115,830 +20,179 +21%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.47M 112,359 +10,889 +11%
AssetMark Inc
19
AssetMark Inc
California
$2.43M 110,689 +1,062 +1%
PAG
20
Private Advisor Group
New Jersey
$2.42M 109,963 +4,643 +4%
SOAG
21
Silver Oak Advisory Group
Oregon
$2.15M 97,865 -3,125 -3%
ML
22
Mayport LLC
Massachusetts
$2.07M 94,104 – –
Creative Planning
23
Creative Planning
Kansas
$2.05M 93,512 -63,904 -41%
UB
24
UMB Bank
Missouri
$2.01M 91,704 -1,025 -1%
HighTower Advisors
25
HighTower Advisors
Illinois
$2M 91,019 -3,084 -3%
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