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Nuveen ESG US Aggregate Bond ETF

112 hedge funds and large institutions have $284M invested in Nuveen ESG US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 33

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

4% more capital invested

Capital invested by funds: $272M → $284M (+$11.5M)

0% more funds holding

Funds holding: 112112 (0)

1.1% less ownership

Funds ownership: 68.29%67.19% (-1.1%)

Holders
112
Holders Change
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
9
Increased
51
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$2.52M +$153K +6,879 +7%
RCS
27
Retirement Capital Strategies
California
$2.41M -$26.2K -1,180 -1%
SOAG
28
Silver Oak Advisory Group
Oregon
$2.41M -$260K -11,675 -10%
CCM
29
Coldstream Capital Management
Washington
$2.31M +$1.21M +54,429 +113%
ML
30
Mayport LLC
Massachusetts
$2.11M
FNWM
31
Financial Network Wealth Management
Utah
$2.08M +$2.07M +92,974 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.99M -$418K -18,789 -17%
UBS Group
33
UBS Group
Switzerland
$1.94M +$122K +5,489 +7%
UB
34
UMB Bank
Missouri
$1.92M +$15.7K +708 +0.8%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$1.74M +$1.03M +46,511 +151%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.68M +$1.36M +60,999 +435%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.53M -$33.6K -1,513 -2%
Citigroup
38
Citigroup
New York
$1.22M +$258K +11,598 +27%
Osaic Holdings
39
Osaic Holdings
Arizona
$1.18M +$124K +5,570 +12%
AIFS
40
A&I Financial Services
Colorado
$1.15M +$35.4K +1,590 +3%
LGWM
41
Litman Gregory Wealth Management
California
$1.07M -$169K -7,620 -14%
US Bancorp
42
US Bancorp
Minnesota
$965K +$467 +21 +0%
AI
43
Atria Investments
North Carolina
$955K +$61K +2,743 +7%
Wealthfront Advisers
44
Wealthfront Advisers
California
$939K -$7.14K -321 -0.8%
GWM
45
Gitterman Wealth Management
New Jersey
$825K +$56.3K +2,532 +7%
CFIA
46
Cantor Fitzgerald Investment Advisors
New York
$819K +$21.4K +963 +3%
AF
47
Allworth Financial
California
$818K -$13.4K -603 -2%
SAG
48
SageView Advisory Group
California
$814K +$3.31K +149 +0.4%
Mariner
49
Mariner
Kansas
$766K -$8.67K -390 -1%
DADC
50
D.A. Davidson & Co
Montana
$759K +$5.27K +237 +0.7%

NUBD Hedge Fund Activity: Q3 2025 in Review

112 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q3 2025, worth a combined $284M — up 4.2% from $272M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NUBD positions and 8 closed out — a net gain of 1 holder — while 51 added to existing stakes and 33 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $9.34M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $8.69M.

  • 112 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $284M of Nuveen ESG US Aggregate Bond ETF stock for Q3 2025, up 4.2% quarter-over-quarter.
  • 9 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q3 2025 and 8 closed out, a net change of +1 holder.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q3 2025 was Bank of New York Mellon, an estimated $9.34M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $8.69M sold.

Based on aggregated 13F filings for Q3 2025.