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Nuveen ESG US Aggregate Bond ETF

126 hedge funds and large institutions have $334M invested in Nuveen ESG US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 62 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 25

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

4% more capital invested

Capital invested by funds: $321M → $334M (+$13.1M)

1% more funds holding

Funds holding: 125126 (+1)

0.5% more ownership

Funds ownership: 69.83%70.32% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
62
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$802K +$5.78K +258 +0.7%
AF
52
Allworth Financial
California
$765K +$16.6K +740 +2%
WAM
53
WNY Asset Management
New York
$741K +$747K +33,350 New
NA
54
NewEdge Advisors
Louisiana
$710K +$121K +5,424 +20%
JP Morgan Chase
55
JP Morgan Chase
New York
$707K +$24.4K +1,089 +4%
IAN
56
Integrated Advisors Network
Texas
$702K +$432K +19,271 +156%
BCG
57
BayBridge Capital Group
California
$693K
KLI
58
Kelman-Lazarov Inc
Tennessee
$692K +$16.4K +733 +2%
TFP
59
Townsend Financial Planning
Kentucky
$655K +$1.25K +56 +0.2%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$602K -$148K -6,619 -20%
Raymond James Financial
61
Raymond James Financial
Florida
$588K +$82.7K +3,692 +16%
MWM
62
Mission Wealth Management
California
$584K +$39.6K +1,770 +7%
Stifel Financial
63
Stifel Financial
Missouri
$553K +$39.9K +1,783 +8%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$538K -$9.5K -424 -2%
GKWIM
65
Gerber Kawasaki Wealth & Investment Management
California
$500K +$7.1K +317 +1%
WCFA
66
Walkner Condon Financial Advisors
Wisconsin
$467K +$2.37K +106 +0.5%
Legacy Financial Group (Iowa)
67
Legacy Financial Group (Iowa)
Iowa
$464K -$71.7K -3,202 -13%
SVWAG
68
Sound View Wealth Advisors Group
Georgia
$453K
Osaic Holdings
69
Osaic Holdings
Arizona
$438K -$376K -16,799 -46%
APP
70
Avantax Planning Partners
Iowa
$431K -$42.3K -1,889 -9%
EPW
71
Evolve Private Wealth
California
$428K -$8.69K -388 -2%
LFG
72
Lockerman Financial Group
California
$417K -$128K -5,714 -23%
LWA
73
Lifelong Wealth Advisors
Minnesota
$406K -$18.3K -818 -4%
EWA
74
Etesian Wealth Advisors
Oregon
$388K +$98.9K +4,418 +34%
BCI
75
Brinker Capital Investments
Pennsylvania
$387K +$390K +17,419 New