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Nuveen ESG US Aggregate Bond ETF

100 hedge funds and large institutions have $226M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
100
Holders Change
-5
Holders Change %
-4.76%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
43
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36.1M 1,652,706 +744,235 +82%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$22.5M 1,030,311 -92,745 -8%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$14.6M 671,118 -127,506 -16%
Bank of America
4
Bank of America
North Carolina
$12.9M 590,141 -9,191 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.1M 553,181 -31,616 -5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$9.65M 442,192 +29,404 +7%
KOC
7
Koss-Olinger Consulting
Florida
$8.09M 370,861 +370,861 New
WWA
8
WCG Wealth Advisors
Nevada
$6.85M 314,103 +19,945 +7%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$6.49M 297,440 +8,958 +3%
LPL Financial
10
LPL Financial
California
$6.14M 281,285 +32,397 +13%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$6.12M 280,325 +25,997 +10%
COCM
12
Charter Oak Capital Management
New Hampshire
$5.75M 263,533 -6,012 -2%
MMA
13
Miracle Mile Advisors
California
$4.53M 207,405 +28,986 +16%
CA
14
CGN Advisors
Kansas
$4.19M 192,223 +115,411 +150%
CCM
15
Colorado Capital Management
Colorado
$3.56M 163,136 +17,335 +12%
PAS
16
Park Avenue Securities
New York
$3.22M 147,656 +2,883 +2%
FNWM
17
Financial Network Wealth Management
Utah
$3.17M 145,319 -464 -0.3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.89M 132,613 +16,783 +14%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.77M 126,855 +14,496 +13%
SAG
20
SageView Advisory Group
California
AssetMark Inc
21
AssetMark Inc
California
$2.36M 107,962 -2,727 -2%
SOAG
22
Silver Oak Advisory Group
Oregon
$2.18M 99,718 +1,853 +2%
ML
23
Mayport LLC
Massachusetts
$2.05M 94,104
PAG
24
Private Advisor Group
New Jersey
$1.99M 91,032 -18,931 -17%
BSWM
25
Boston Standard Wealth Management
Massachusetts
$1.92M 87,861 +6,976 +9%