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Nuveen ESG 1-5 Year US Aggregate Bond ETF

17 hedge funds and large institutions have $28.3M invested in Nuveen ESG 1-5 Year US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$10.8M +$8.64M +378,547 +407%
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$6.85M
SMF
3
Sterling Manor Financial
New York
$4.36M +$2.69M +117,936 +162%
Bank of America
4
Bank of America
North Carolina
$1.99M -$71.8K -3,145 -3%
CA
5
Cetera Advisors
Colorado
$1.52M +$3.08K +135 +0.2%
Jane Street
6
Jane Street
New York
$615K -$3.94M -172,524 -86%
PSF
7
Pacific Sun Financial
California
$526K +$526K +22,810 New
SWP
8
Stratos Wealth Partners
Ohio
$520K +$13.4K +585 +3%
RJA
9
Raymond James & Associates
Florida
$320K +$102K +4,485 +47%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$293K -$8.95K -392 -3%
PFBT
11
Parkside Financial Bank & Trust
Missouri
$271K +$271K +11,879 New
NA
12
NewEdge Advisors
Louisiana
$103K +$103K +4,520 New
Osaic Holdings
13
Osaic Holdings
Arizona
$57.6K +$8.08K +354 +16%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$43K -$6.92K -300 -14%
SPIA
15
Steward Partners Investment Advisory
New York
$23.6K +$23.6K +1,033 New
CTWM
16
Cherry Tree Wealth Management
Minnesota
$4.5K +$4.5K +197 New
AF
17
Allworth Financial
California
$1.97K
BAM
18
Belpointe Asset Management
Nevada
-$124K -5,393 Closed
UBS Group
19
UBS Group
Switzerland
-$12.6K -548 Closed
ASN
20
Advisory Services Network
Georgia
-$946 -41 Closed