NUSA icon

Nuveen ESG 1-5 Year US Aggregate Bond ETF

24 hedge funds and large institutions have $16.5M invested in Nuveen ESG 1-5 Year US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$2.99M -$111K -4,739 -4%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.07M +$11.8K +503 +0.6%
Jane Street
3
Jane Street
New York
$1.71M -$1.03M -43,819 -38%
Morgan Stanley
4
Morgan Stanley
New York
$1.68M +$146K +6,227 +10%
Citadel Advisors
5
Citadel Advisors
Florida
$1.5M +$80.6K +3,436 +6%
LPL Financial
6
LPL Financial
California
$1M -$248K -10,587 -20%
RJA
7
Raymond James & Associates
Florida
$765K +$96.5K +4,112 +14%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$650K -$40K -1,703 -6%
SPIA
9
Steward Partners Investment Advisory
New York
$645K +$12.4K +529 +2%
AssetMark Inc
10
AssetMark Inc
California
$621K +$20.8K +887 +3%
PFBT
11
Parkside Financial Bank & Trust
Missouri
$603K +$6.1K +260 +1%
Bank of America
12
Bank of America
North Carolina
$570K -$282K -12,018 -33%
SWP
13
Stratos Wealth Partners
Ohio
$465K -$21K -895 -4%
US Bancorp
14
US Bancorp
Minnesota
$421K
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$337K -$81.1K -3,454 -19%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$246K +$70 +3 +0%
Osaic Holdings
17
Osaic Holdings
Arizona
$94.3K +$1.81K +77 +2%
NA
18
NewEdge Advisors
Louisiana
$67.5K
GRP
19
Global Retirement Partners
California
$62.7K +$62.7K +2,674 New
UBS Group
20
UBS Group
Switzerland
$35.3K +$4.46K +190 +14%
CTWM
21
Cherry Tree Wealth Management
Minnesota
$4.62K
CFD
22
Creative Financial Designs
Indiana
$3.07K +$3.07K +131 New
AF
23
Allworth Financial
California
$2.13K +$23 +1 +1%
DFA
24
DHJJ Financial Advisors
Illinois
$24
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
-$6.9M -300,859 Closed