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Nuveen ESG 1-5 Year US Aggregate Bond ETF
NUSA

Overview Fund Activity

23 hedge funds and large institutions have $24.4M invested in Nuveen ESG 1-5 Year US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$3.03M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.01M
3
Morgan Stanley
Morgan Stanley
New York
+$1.5M
4
Jane Street
Jane Street
New York
+$1.46M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$674K

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$554K
2
PSF
Pacific Sun Financial
California
-$221K
3
Citadel Advisors
Citadel Advisors
Florida
-$210K
4
RJA
Raymond James & Associates
Florida
-$58.3K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$44.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$6.9M +$19.7K +859 +0.3%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$3.03M +$3.03M +131,992 New
Jane Street
3
Jane Street
New York
$2.68M +$1.46M +63,757 +120%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.01M +$2.01M +87,788 New
Morgan Stanley
5
Morgan Stanley
New York
$1.5M +$1.5M +65,505 New
Citadel Advisors
6
Citadel Advisors
Florida
$1.38M -$210K -9,177 -13%
LPL Financial
7
LPL Financial
California
$1.22M +$4.63K +202 +0.4%
Bank of America
8
Bank of America
North Carolina
$833K +$82K +3,577 +11%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$674K +$674K +29,388 New
RJA
10
Raymond James & Associates
Florida
$654K -$58.3K -2,545 -8%
SPIA
11
Steward Partners Investment Advisory
New York
$618K +$72.2K +3,150 +13%
AssetMark Inc
12
AssetMark Inc
California
$587K +$587K +25,591 New
PFBT
13
Parkside Financial Bank & Trust
Missouri
$583K +$5.48K +239 +0.9%
SWP
14
Stratos Wealth Partners
Ohio
$475K -$33.2K -1,450 -7%
US Bancorp
15
US Bancorp
Minnesota
$412K +$412K +17,951 New
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$406K -$44.6K -1,957 -10%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$240K -$18.2K -793 -7%
Osaic Holdings
18
Osaic Holdings
Arizona
$90.4K +$3.51K +153 +4%
NA
19
NewEdge Advisors
Louisiana
$65.9K – – –
UBS Group
20
UBS Group
Switzerland
$30.1K +$30.1K +1,314 +131,400%
CTWM
21
Cherry Tree Wealth Management
Minnesota
$4.52K – – –
AF
22
Allworth Financial
California
$2.08K +$23 +1 +1%
DFA
23
DHJJ Financial Advisors
Illinois
$23 – – –
OMC
24
Old Mission Capital
Illinois
– -$554K -24,205 Closed
PSF
25
Pacific Sun Financial
California
– -$221K -9,660 Closed