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Nuveen ESG US Aggregate Bond ETF

125 hedge funds and large institutions have $321M invested in Nuveen ESG US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

65% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $284M → $321M (+$37.6M)

12% more funds holding

Funds holding: 112125 (+13)

2.63% more ownership

Funds ownership: 67.19%69.83% (+2.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
125
Holders Change
+13
Holders Change %
+11.61%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
22
Increased
51
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$746K +$162K +7,193 +27%
OIA
52
OneDigital Investment Advisors
Kansas
$709K +$5.3K +236 +0.7%
BCG
53
BayBridge Capital Group
California
$693K +$8.34K +371 +1%
JP Morgan Chase
54
JP Morgan Chase
New York
$689K -$60K -2,669 -8%
KLI
55
Kelman-Lazarov Inc
Tennessee
$680K +$12.8K +570 +2%
TFP
56
Townsend Financial Planning
Kentucky
$658K +$662K +29,439 New
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$611K -$91.8K -4,083 -13%
MML Investors Services
58
MML Investors Services
Massachusetts
$599K +$602K +26,782 New
NA
59
NewEdge Advisors
Louisiana
$593K +$596K +26,529 New
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$551K -$697 -31 -0.1%
MWM
61
Mission Wealth Management
California
$548K +$112K +4,978 +25%
LFG
62
Lockerman Financial Group
California
$547K +$1.77K +79 +0.3%
Legacy Financial Group (Iowa)
63
Legacy Financial Group (Iowa)
Iowa
$538K -$90.1K -4,010 -14%
Stifel Financial
64
Stifel Financial
Missouri
$517K +$55K +2,446 +12%
Raymond James Financial
65
Raymond James Financial
Florida
$509K +$33.6K +1,496 +7%
GKWIM
66
Gerber Kawasaki Wealth & Investment Management
California
$497K +$112K +4,973 +29%
APP
67
Avantax Planning Partners
Iowa
$476K -$1.57K -70 -0.3%
WCFA
68
Walkner Condon Financial Advisors
Wisconsin
$468K
SVWAG
69
Sound View Wealth Advisors Group
Georgia
$456K
EPW
70
Evolve Private Wealth
California
$440K +$442K +19,670 New
LWA
71
Lifelong Wealth Advisors
Minnesota
$427K
NI
72
Natural Investments
California
$355K +$357K +15,907 New
PA
73
Parallel Advisors
California
$332K
JWM
74
JGP Wealth Management
Oregon
$331K +$333K +14,798 New
DWA
75
Davis Wealth Advisors
New Hampshire
$322K +$324K +14,405 New