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Nuveen Core Plus Bond ETF

7 hedge funds and large institutions have $63.3M invested in Nuveen Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

7% more capital invested

Capital invested by funds: $58.9M → $63.3M (+$4.38M)

0.83% more ownership

Funds ownership: 114.69%115.52% (+0.83%)

0% more funds holding

Funds holding: 77 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
7
Holders Change
Holders Change %
0%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$37.1M
DWP
2
Daymark Wealth Partners
Ohio
$15.4M +$1.64M +65,637 +12%
JP Morgan Chase
3
JP Morgan Chase
New York
$9.43M +$753K +30,204 +9%
Citadel Advisors
4
Citadel Advisors
Florida
$661K +$655K +26,277 New
Jane Street
5
Jane Street
New York
$553K +$275K +11,026 +101%
JGCM
6
Joseph Group Capital Management
Ohio
$158K -$5.98K -240 -4%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$4K -$498 -20 -12%
TRCT
8
Tower Research Capital (TRC)
New York
-$99 -4 Closed

NCPB Hedge Fund Activity: Q1 2025 in Review

7 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Plus Bond ETF (NCPB) for Q1 2025, worth a combined $63.3M — up 7.4% from $58.9M a quarter earlier.

Fund positioning in NCPB was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 2 trimmed.

The largest buyer was Daymark Wealth Partners, adding an estimated $1.64M. The largest seller was Joseph Group Capital Management, cutting an estimated $5.98K.

  • 7 institutional investors held Nuveen Core Plus Bond ETF (NCPB) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $63.3M of Nuveen Core Plus Bond ETF stock for Q1 2025, up 7.4% quarter-over-quarter.
  • 1 fund opened new Nuveen Core Plus Bond ETF positions in Q1 2025 and 1 closed out, a net change of 0 holders.
  • The largest Nuveen Core Plus Bond ETF buyer in Q1 2025 was Daymark Wealth Partners, an estimated $1.64M added.
  • The largest Nuveen Core Plus Bond ETF seller in Q1 2025 was Joseph Group Capital Management, an estimated $5.98K sold.

Based on aggregated 13F filings for Q1 2025.