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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

104 hedge funds and large institutions have $275M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
47
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPF
1
First Pacific Financial
Washington
$21.1M
2
WA
2
Westfuller Advisors
New York
$6.78M
3
Morgan Stanley
3
Morgan Stanley
New York
$41.2M
4
SAG
4
SageView Advisory Group
California
$2.43M
5
RCS
5
Retirement Capital Strategies
California
$2.42M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$20.7M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.85M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CAG
4
Crestwood Advisors Group
Massachusetts
$0
5
WWA
5
WCG Wealth Advisors
Nevada
$6.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$41.2M 1,815,486 +162,780 +10%
FPF
2
First Pacific Financial
Washington
$21.1M 930,869 +899,155 +2,835%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$20.7M 913,441 -116,870 -11%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$15.6M 686,374 +15,256 +2%
Bank of America
5
Bank of America
North Carolina
$13.5M 593,238 +3,097 +0.5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.4M 589,558 +36,377 +7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$8.85M 390,070 -52,122 -12%
KOC
8
Koss-Olinger Consulting
Florida
$8.49M 373,916 +3,055 +0.8%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$7.57M 333,439 +53,114 +19%
LPL Financial
10
LPL Financial
California
$7.28M 320,602 +39,317 +14%
WA
11
Westfuller Advisors
New York
$6.78M 298,528 +298,528 New
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$6.73M 296,616 -824 -0.3%
WWA
13
WCG Wealth Advisors
Nevada
$6.41M 282,179 -31,924 -10%
CA
14
CGN Advisors
Kansas
$6.09M 268,073 +75,850 +39%
COCM
15
Charter Oak Capital Management
New Hampshire
$5.84M 257,270 -6,263 -2%
MMA
16
Miracle Mile Advisors
California
$5.1M 224,699 +17,294 +8%
CCM
17
Colorado Capital Management
Colorado
$3.83M 168,596 +5,460 +3%
FNWM
18
Financial Network Wealth Management
Utah
$3.29M 144,763 -556 -0.4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.2M 140,800 +13,945 +11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.13M 137,789 +5,176 +4%
PAS
21
Park Avenue Securities
New York
$3.06M 134,802 -12,854 -9%
SOAG
22
Silver Oak Advisory Group
Oregon
$2.86M 126,155 +26,437 +27%
AssetMark Inc
23
AssetMark Inc
California
$2.73M 120,270 +12,308 +11%
PAG
24
Private Advisor Group
New Jersey
$2.49M 109,567 +18,535 +20%
SAG
25
SageView Advisory Group
California
$2.43M 106,971 +106,971 New
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