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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$747K
Legacy Financial Group (Iowa)
52
Legacy Financial Group (Iowa)
Iowa
$698K
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$692K
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$685K
BCG
55
BayBridge Capital Group
California
$680K
KLI
56
Kelman-Lazarov Inc
Tennessee
$669K
OIA
57
OneDigital Investment Advisors
Kansas
$662K
LFG
58
Lockerman Financial Group
California
$547K
APP
59
Avantax Planning Partners
Iowa
$511K
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$498K
MWM
61
Mission Wealth Management
California
$487K
Raymond James Financial
62
Raymond James Financial
Florida
$476K
WCFA
63
Walkner Condon Financial Advisors
Wisconsin
$469K
NI
64
Natural Investments
California
$455K
SVWAG
65
Sound View Wealth Advisors Group
Georgia
$448K
LWA
66
Lifelong Wealth Advisors
Minnesota
$425K
SFP
67
Sandbox Financial Partners
Maryland
$386K
LA
68
LexAurum Advisors
Kansas
$350K
LAMNM
69
Longview Asset Management (New Mexico)
New Mexico
$339K
GKWIM
70
Gerber Kawasaki Wealth & Investment Management
California
$335K
IAN
71
Integrated Advisors Network
Texas
$334K
CTWM
72
Cherry Tree Wealth Management
Minnesota
$330K
IWM
73
IHT Wealth Management
Illinois
$326K
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$312K
EWA
75
Etesian Wealth Advisors
Oregon
$309K