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Nuveen ESG US Aggregate Bond ETF
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Overview Fund Activity

110 hedge funds and large institutions have $270M invested in Nuveen ESG US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 7 closing their positions.

Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
35
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$17.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.4M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$6.88M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$12.2M
5
WWA
5
WCG Wealth Advisors
Nevada
$8.23M

Top Sellers

1
SG
1
Stanich Group
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$5.95M
3
KOC
3
Koss-Olinger Consulting
Florida
$6.13M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.67M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.4M 1,498,260 +98,908 +7%
FPF
2
First Pacific Financial
Washington
$23.5M 1,054,279 +6,790 +0.6%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$18.9M 851,115 -23,673 -3%
VAS
4
Vestmark Advisory Solutions
Massachusetts
$17.8M 799,770 +453,111 +131%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$16.5M 741,144 +7,272 +1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$12.2M 549,543 +66,118 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12M 540,378 -25,661 -5%
LPL Financial
8
LPL Financial
California
$10.7M 481,528 +27,754 +6%
WWA
9
WCG Wealth Advisors
Nevada
$8.23M 369,935 +56,717 +18%
CA
10
CGN Advisors
Kansas
$7.07M 317,556 -1,363 -0.4%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$6.88M 309,097 +87,730 +40%
WA
12
Westfuller Advisors
New York
$6.85M 307,916 +3,060 +1%
KOC
13
Koss-Olinger Consulting
Florida
$6.13M 275,279 -106,551 -28%
Bank of America
14
Bank of America
North Carolina
$5.95M 267,188 -168,350 -39%
MMA
15
Miracle Mile Advisors
California
$5.76M 258,840 -743 -0.3%
COCM
16
Charter Oak Capital Management
New Hampshire
$5.4M 242,692 -3,668 -1%
CCM
17
Colorado Capital Management
Colorado
$3.65M 163,741 -12,665 -7%
AssetMark Inc
18
AssetMark Inc
California
$3.3M 148,439 +755 +0.5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.26M 146,539 +8,641 +6%
PAS
20
Park Avenue Securities
New York
$2.75M 123,392 -8,357 -6%
BSWM
21
Boston Standard Wealth Management
Massachusetts
$2.66M 119,617 +31,756 +36%
SOAG
22
Silver Oak Advisory Group
Oregon
$2.65M 118,862 -727 -0.6%
EA
23
Evolution Advisers
Virginia
$2.58M 116,036 – –
RCS
24
Retirement Capital Strategies
California
$2.42M 108,626 +18,753 +21%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.39M 107,443 -45,760 -30%
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