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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

116 hedge funds and large institutions have $302M invested in Nuveen ESG US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
55
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG
1
Stanich Group
New York
$11.7M
2
IAA
2
Independent Advisor Alliance
North Carolina
$7.15M
3
Jane Street
3
Jane Street
New York
$5.8M
4
SA
4
Stewardship Advisors
Pennsylvania
$5.13M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$12.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.4M
2
RCS
2
Retirement Capital Strategies
California
$429K
3
AF
3
Advisornet Financial
Minnesota
$0
4
CI
4
CX Institutional
Indiana
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$19.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.4M 1,624,096 -191,390 -11%
FPF
2
First Pacific Financial
Washington
$22.1M 1,016,207 +85,338 +9%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$19.3M 884,076 -29,365 -3%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$15.4M 707,582 +21,208 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13M 594,866 +5,308 +0.9%
Bank of America
6
Bank of America
North Carolina
$13M 594,728 +1,490 +0.3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$12.3M 565,859 +175,789 +45%
SG
8
Stanich Group
New York
$11.7M 536,741 +536,741 New
LPL Financial
9
LPL Financial
California
$9.66M 443,751 +123,149 +38%
KOC
10
Koss-Olinger Consulting
Florida
$8.22M 377,316 +3,400 +0.9%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$8M 367,320 +33,881 +10%
IAA
12
Independent Advisor Alliance
North Carolina
$7.15M 328,483 +328,483 New
CA
13
CGN Advisors
Kansas
$6.98M 320,487 +52,414 +20%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$6.72M 308,530 +11,914 +4%
WWA
15
WCG Wealth Advisors
Nevada
$6.67M 306,083 +23,904 +8%
WA
16
Westfuller Advisors
New York
$6.58M 301,937 +3,409 +1%
Jane Street
17
Jane Street
New York
$5.8M 266,118 +240,887 +955%
MMA
18
Miracle Mile Advisors
California
$5.65M 259,408 +34,709 +15%
COCM
19
Charter Oak Capital Management
New Hampshire
$5.58M 256,355 -915 -0.4%
SA
20
Stewardship Advisors
Pennsylvania
$5.13M 235,536 +235,536 New
CCM
21
Colorado Capital Management
Colorado
$3.61M 165,729 -2,867 -2%
PWM
22
Perigon Wealth Management
California
$3.44M 159,568 +94,610 +146%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.35M 153,801 +13,001 +9%
FNWM
24
Financial Network Wealth Management
Utah
$3.14M 144,272 -491 -0.3%
PAS
25
Park Avenue Securities
New York
$3.09M 141,701 +6,899 +5%
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