NUBD icon

Nuveen ESG US Aggregate Bond ETF

122 hedge funds and large institutions have $320M invested in Nuveen ESG US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
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
OIA
51
OneDigital Investment Advisors
Kansas
$709K
BCG
52
BayBridge Capital Group
California
$693K
JP Morgan Chase
53
JP Morgan Chase
New York
$689K
KLI
54
Kelman-Lazarov Inc
Tennessee
$680K
TFP
55
Townsend Financial Planning
Kentucky
$658K
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$611K
MML Investors Services
57
MML Investors Services
Massachusetts
$599K
NA
58
NewEdge Advisors
Louisiana
$593K
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$551K
MWM
60
Mission Wealth Management
California
$548K
LFG
61
Lockerman Financial Group
California
$547K
Legacy Financial Group (Iowa)
62
Legacy Financial Group (Iowa)
Iowa
$538K
Stifel Financial
63
Stifel Financial
Missouri
$517K
Raymond James Financial
64
Raymond James Financial
Florida
$509K
GKWIM
65
Gerber Kawasaki Wealth & Investment Management
California
$497K
APP
66
Avantax Planning Partners
Iowa
$476K
WCFA
67
Walkner Condon Financial Advisors
Wisconsin
$468K
SVWAG
68
Sound View Wealth Advisors Group
Georgia
$456K
EPW
69
Evolve Private Wealth
California
$440K
LWA
70
Lifelong Wealth Advisors
Minnesota
$427K
NI
71
Natural Investments
California
$355K
PA
72
Parallel Advisors
California
$332K
JWM
73
JGP Wealth Management
Oregon
$331K
DWA
74
Davis Wealth Advisors
New Hampshire
$322K
CCM
75
Canal Capital Management
Virginia
$311K