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Nuveen ESG US Aggregate Bond ETF

112 hedge funds and large institutions have $272M invested in Nuveen ESG US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

1.13% more ownership

Funds ownership: 67.16%68.29% (+1.1%)

1% less funds holding

Funds holding: 113112 (-1)

2% less capital invested

Capital invested by funds: $277M → $272M (-$4.99M)

29% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 49

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
112
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
35
Reduced
49
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$2.35M -$100K -4,558 -4%
ML
27
Mayport LLC
Massachusetts
$2.09M
PWM
28
Perigon Wealth Management
California
$2.03M +$182K +8,263 +10%
Jane Street
29
Jane Street
New York
$2M -$561K -25,526 -22%
UB
30
UMB Bank
Missouri
$1.89M -$31K -1,413 -2%
PAG
31
Private Advisor Group
New Jersey
$1.82M -$45.7K -2,080 -2%
UBS Group
32
UBS Group
Switzerland
$1.8M +$12.3K +562 +0.7%
Citadel Advisors
33
Citadel Advisors
Florida
$1.67M -$1.56M -71,047 -49%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.55M -$34.4K -1,566 -2%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.3M +$1.28M +58,361 New
LGWM
36
Litman Gregory Wealth Management
California
$1.23M +$3.16K +144 +0.3%
AIFS
37
A&I Financial Services
Colorado
$1.1M +$115K +5,248 +12%
CCM
38
Coldstream Capital Management
Washington
$1.08M +$1.06M +48,367 New
AWM
39
Axxcess Wealth Management
California
$1.07M -$28.2K -1,284 -3%
Osaic Holdings
40
Osaic Holdings
Arizona
$1.04M +$992K +45,146 +2,736%
US Bancorp
41
US Bancorp
Minnesota
$956K -$170K -7,751 -15%
Citigroup
42
Citigroup
New York
$947K +$620K +28,224 +197%
Wealthfront Advisers
43
Wealthfront Advisers
California
$938K -$38.7K -1,763 -4%
AI
44
Atria Investments
North Carolina
$886K +$874K +39,800 New
AF
45
Allworth Financial
California
$824K -$41.3K -1,881 -5%
SAG
46
SageView Advisory Group
California
$795K -$22.2K -1,012 -3%
CFIA
47
Cantor Fitzgerald Investment Advisors
New York
$790K -$117K -5,311 -13%
Mariner
48
Mariner
Kansas
$769K -$13.9K -633 -2%
GWM
49
Gitterman Wealth Management
New Jersey
$762K -$10.6K -483 -1%
JP Morgan Chase
50
JP Morgan Chase
New York
$755K +$1.49K +68 +0.2%

NUBD Hedge Fund Activity: Q2 2025 in Review

112 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q2 2025, worth a combined $272M — down 1.8% from $277M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NUBD positions and 7 closed out — a net gain of 2 holders — while 35 added to existing stakes and 49 trimmed.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $9.95M. The largest seller was Stanich Group, exiting entirely with an estimated $12.6M sold.

  • 112 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q2 2025, down from 113 in Q1 2025.
  • Funds reported $272M of Nuveen ESG US Aggregate Bond ETF stock for Q2 2025, down 1.8% quarter-over-quarter.
  • 9 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $9.95M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q2 2025 was Stanich Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2025.