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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 %
Legacy Financial Group (Iowa)
51
Legacy Financial Group (Iowa)
Iowa
$698K 31,370 -2,284 -7%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$692K 31,356 -3,298 -10%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$685K 30,755 +8,240 +37%
BCG
54
BayBridge Capital Group
California
$680K 30,567 +3,644 +14%
KLI
55
Kelman-Lazarov Inc
Tennessee
$669K 30,060 -27 -0.1%
OIA
56
OneDigital Investment Advisors
Kansas
$662K 29,751 -3,933 -12%
LFG
57
Lockerman Financial Group
California
$547K 24,561 -2,213 -8%
APP
58
Avantax Planning Partners
Iowa
$511K 22,952 -9,852 -30%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$498K 22,362 -813 -4%
MWM
60
Mission Wealth Management
California
$487K 21,861 -10,821 -33%
Raymond James Financial
61
Raymond James Financial
Florida
$476K 21,370 -20,473 -49%
WCFA
62
Walkner Condon Financial Advisors
Wisconsin
$469K 21,072 – –
NI
63
Natural Investments
California
$455K 20,485 -4,969 -20%
SVWAG
64
Sound View Wealth Advisors Group
Georgia
$448K 20,133 +1,419 +8%
LWA
65
Lifelong Wealth Advisors
Minnesota
$425K 19,098 +573 +3%
SFP
66
Sandbox Financial Partners
Maryland
$386K 17,354 -1,246 -7%
LA
67
LexAurum Advisors
Kansas
$350K 15,721 +144 +0.9%
LAMNM
68
Longview Asset Management (New Mexico)
New Mexico
$339K 15,214 -7,120 -32%
GKWIM
69
Gerber Kawasaki Wealth & Investment Management
California
$335K 15,044 -2,026 -12%
IAN
70
Integrated Advisors Network
Texas
$334K 14,999 -8,689 -37%
CTWM
71
Cherry Tree Wealth Management
Minnesota
$330K 14,825 -2,750 -16%
IWM
72
IHT Wealth Management
Illinois
$326K 14,652 – –
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$312K 14,036 +2,691 +24%
EWA
74
Etesian Wealth Advisors
Oregon
$309K 13,867 +3,570 +35%
Creative Planning
75
Creative Planning
Kansas
$296K 13,280 – –
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