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Nuveen ESG US Aggregate Bond ETF
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Overview Fund Activity

110 hedge funds and large institutions have $270M invested in Nuveen ESG US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 7 closing their positions.

Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
35
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$17.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.4M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$6.88M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$12.2M
5
WWA
5
WCG Wealth Advisors
Nevada
$8.23M

Top Sellers

1
SG
1
Stanich Group
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$5.95M
3
KOC
3
Koss-Olinger Consulting
Florida
$6.13M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.67M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.39M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
76
WNY Asset Management
New York
$292K 13,117 -1,087 -8%
NCM
77
Novare Capital Management
North Carolina
$269K 12,072 +12,072 New
AWA
78
Aaron Wealth Advisors
Illinois
$267K 12,003 – –
AWM
79
Avior Wealth Management
Nebraska
$243K 10,920 +109 +1%
SIA
80
SGL Investment Advisors
Montana
$236K 10,718 +834 +8%
SCM
81
Stordahl Capital Management
Colorado
$221K 9,920 -421 -4%
TWM
82
TCFG Wealth Management
California
$215K 9,680 +9,680 New
SWP
83
Stratos Wealth Partners
Ohio
$214K 9,635 -3,156 -25%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$214K 9,602 +97 +1%
PA
85
Parallel Advisors
California
$210K 9,450 +9,450 New
HI
86
Harbour Investments
Wisconsin
$188K 8,444 – –
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$170K 7,633 +2,375 +45%
AIP
88
Ameritas Investment Partners
Nebraska
$170K 7,628 -28 -0.4%
RF
89
Rossby Financial
Florida
$159K 7,147 -2,907 -29%
IWP
90
IAG Wealth Partners
Wisconsin
$112K 5,016 +1,700 +51%
MEG
91
Millstone Evans Group
Colorado
$97.7K 4,389 – –
GRP
92
Global Retirement Partners
California
$96.9K 4,355 +4,355 New
FGC
93
Financial Gravity Companies
Texas
$81.8K 3,674 +3,674 New
MAFA
94
MJT & Associates Financial Advisory
Minnesota
$74K 3,323 -948 -22%
QWM
95
Quaker Wealth Management
New Jersey
$60K 2,695 +2,695 New
Comerica Bank
96
Comerica Bank
Texas
$54.3K 2,440 +24 +1%
PTC
97
Private Trust Company
Ohio
$48.1K 2,162 +499 +30%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$48K 2,158 -850 -28%
T
99
Tidemark
California
$42.9K 1,925 – –
TFM
100
TFC Financial Management
Massachusetts
$24.7K 1,111 – –
1 2 3
4
5