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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

111 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
Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.49%
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
–

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
+$10.1M
2
Morgan Stanley
Morgan Stanley
New York
+$2.2M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.95M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.47M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.3M

Top Sellers

1
SG
Stanich Group
New York
-$12.6M
2
Bank of America
Bank of America
North Carolina
-$3.75M
3
KOC
Koss-Olinger Consulting
Florida
-$2.37M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.58M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$747K +$193K +8,667 +35%
Legacy Financial Group (Iowa)
52
Legacy Financial Group (Iowa)
Iowa
$698K -$50.8K -2,284 -7%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$692K -$72.8K -3,298 -10%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$685K +$183K +8,240 +37%
BCG
55
BayBridge Capital Group
California
$680K +$81.1K +3,644 +14%
KLI
56
Kelman-Lazarov Inc
Tennessee
$669K -$601 -27 -0.1%
OIA
57
OneDigital Investment Advisors
Kansas
$662K -$87.5K -3,933 -12%
LFG
58
Lockerman Financial Group
California
$547K -$49.3K -2,213 -8%
APP
59
Avantax Planning Partners
Iowa
$511K -$219K -9,852 -30%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$498K -$18.1K -813 -4%
MWM
61
Mission Wealth Management
California
$487K -$241K -10,821 -33%
Raymond James Financial
62
Raymond James Financial
Florida
$476K -$456K -20,473 -49%
WCFA
63
Walkner Condon Financial Advisors
Wisconsin
$469K – – –
NI
64
Natural Investments
California
$455K -$110K -4,969 -20%
SVWAG
65
Sound View Wealth Advisors Group
Georgia
$448K +$31.6K +1,419 +8%
LWA
66
Lifelong Wealth Advisors
Minnesota
$425K +$12.8K +573 +3%
SFP
67
Sandbox Financial Partners
Maryland
$386K -$27.7K -1,246 -7%
LA
68
LexAurum Advisors
Kansas
$350K +$3.21K +144 +0.9%
LAMNM
69
Longview Asset Management (New Mexico)
New Mexico
$339K -$158K -7,120 -32%
GKWIM
70
Gerber Kawasaki Wealth & Investment Management
California
$335K -$45.1K -2,026 -12%
IAN
71
Integrated Advisors Network
Texas
$334K -$193K -8,689 -37%
CTWM
72
Cherry Tree Wealth Management
Minnesota
$330K -$61.2K -2,750 -16%
IWM
73
IHT Wealth Management
Illinois
$326K – – –
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$312K +$59.9K +2,691 +24%
EWA
75
Etesian Wealth Advisors
Oregon
$309K +$79.5K +3,570 +35%
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