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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
JP Morgan Chase
51
JP Morgan Chase
New York
$752K -$9.85K -443 -1%
OIA
52
OneDigital Investment Advisors
Kansas
$707K +$38.7K +1,742 +6%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$704K +$200 +9 +0%
BCG
54
BayBridge Capital Group
California
$688K +$1.69K +76 +0.2%
KLI
55
Kelman-Lazarov Inc
Tennessee
$670K -$4.47K -201 -0.7%
Legacy Financial Group (Iowa)
56
Legacy Financial Group (Iowa)
Iowa
$632K -$72.2K -3,245 -10%
Jane Street
57
Jane Street
New York
$588K -$1.41M -63,459 -71%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$555K +$51.9K +2,332 +10%
LFG
59
Lockerman Financial Group
California
$548K -$3.31K -149 -0.6%
APP
60
Avantax Planning Partners
Iowa
$480K -$35.4K -1,593 -7%
Raymond James Financial
61
Raymond James Financial
Florida
$478K -$1.98K -89 -0.4%
WCFA
62
Walkner Condon Financial Advisors
Wisconsin
$470K -$3.38K -152 -0.7%
Stifel Financial
63
Stifel Financial
Missouri
$464K +$460K +20,680 New
SVWAG
64
Sound View Wealth Advisors Group
Georgia
$458K +$6.03K +271 +1%
MWM
65
Mission Wealth Management
California
$439K -$51.8K -2,327 -11%
LWA
66
Lifelong Wealth Advisors
Minnesota
$429K
GKWIM
67
Gerber Kawasaki Wealth & Investment Management
California
$387K +$48.8K +2,194 +15%
PA
68
Parallel Advisors
California
$333K +$120K +5,400 +57%
LA
69
LexAurum Advisors
Kansas
$331K -$21.8K -982 -6%
EWA
70
Etesian Wealth Advisors
Oregon
$319K +$7.92K +356 +3%
CCM
71
Canal Capital Management
Virginia
$308K +$2.94K +132 +1%
CTWM
72
Cherry Tree Wealth Management
Minnesota
$291K -$41.4K -1,863 -13%
FPAS
73
Focus Partners Advisor Solutions
Missouri
$279K +$276K +12,415 New
SIA
74
SGL Investment Advisors
Montana
$270K +$29.1K +1,309 +12%
AWA
75
Aaron Wealth Advisors
Illinois
$270K

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.