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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
DADC
51
D.A. Davidson & Co
Montana
$747K +$190K +8,667 +35%
Legacy Financial Group (Iowa)
52
Legacy Financial Group (Iowa)
Iowa
$698K -$50.2K -2,284 -7%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$692K -$72.4K -3,298 -10%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$685K +$181K +8,240 +37%
BCG
55
BayBridge Capital Group
California
$680K +$80K +3,644 +14%
KLI
56
Kelman-Lazarov Inc
Tennessee
$669K -$593 -27 -0.1%
OIA
57
OneDigital Investment Advisors
Kansas
$662K -$86.4K -3,933 -12%
LFG
58
Lockerman Financial Group
California
$547K -$48.6K -2,213 -8%
APP
59
Avantax Planning Partners
Iowa
$511K -$216K -9,852 -30%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$498K -$17.9K -813 -4%
MWM
61
Mission Wealth Management
California
$487K -$238K -10,821 -33%
Raymond James Financial
62
Raymond James Financial
Florida
$476K -$450K -20,473 -49%
WCFA
63
Walkner Condon Financial Advisors
Wisconsin
$469K
NI
64
Natural Investments
California
$455K -$109K -4,969 -20%
SVWAG
65
Sound View Wealth Advisors Group
Georgia
$448K +$31.2K +1,419 +8%
LWA
66
Lifelong Wealth Advisors
Minnesota
$425K +$12.6K +573 +3%
SFP
67
Sandbox Financial Partners
Maryland
$386K -$27.4K -1,246 -7%
LA
68
LexAurum Advisors
Kansas
$350K +$3.16K +144 +0.9%
LAMNM
69
Longview Asset Management (New Mexico)
New Mexico
$339K -$156K -7,120 -32%
GKWIM
70
Gerber Kawasaki Wealth & Investment Management
California
$335K -$44.5K -2,026 -12%
IAN
71
Integrated Advisors Network
Texas
$334K -$191K -8,689 -37%
CTWM
72
Cherry Tree Wealth Management
Minnesota
$330K -$60.4K -2,750 -16%
IWM
73
IHT Wealth Management
Illinois
$326K
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$312K +$59.1K +2,691 +24%
EWA
75
Etesian Wealth Advisors
Oregon
$309K +$78.4K +3,570 +35%

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.