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Nuveen ESG US Aggregate Bond ETF
NUBD

112 hedge funds and large institutions have $272M invested in Nuveen ESG US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

1.13% more ownership

Funds ownership: 67.16% → 68.29% (+1.1%)

1% less funds holding

Funds holding: 113 → 112 (-1)

2% less capital invested

Capital invested by funds: $277M → $272M (-$4.99M)

29% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 49

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
112
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
35
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VAS
Vestmark Advisory Solutions
Massachusetts
+$9.95M
2
Morgan Stanley
Morgan Stanley
New York
+$2.17M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.93M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.45M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
SG
Stanich Group
New York
-$12.6M
2
Bank of America
Bank of America
North Carolina
-$3.7M
3
KOC
Koss-Olinger Consulting
Florida
-$2.34M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.56M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
76
Canal Capital Management
Virginia
$303K – – –
Creative Planning
77
Creative Planning
Kansas
$296K – – –
WAM
78
WNY Asset Management
New York
$292K -$23.9K -1,087 -8%
NCM
79
Novare Capital Management
North Carolina
$269K +$265K +12,072 New
AWA
80
Aaron Wealth Advisors
Illinois
$267K – – –
AWM
81
Avior Wealth Management
Nebraska
$243K +$2.39K +109 +1%
SIA
82
SGL Investment Advisors
Montana
$236K +$18.3K +834 +8%
SCM
83
Stordahl Capital Management
Colorado
$221K -$9.25K -421 -4%
TWM
84
TCFG Wealth Management
California
$215K +$213K +9,680 New
SWP
85
Stratos Wealth Partners
Ohio
$214K -$69.3K -3,156 -25%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$214K +$2.13K +97 +1%
PA
87
Parallel Advisors
California
$210K +$208K +9,450 New
HI
88
Harbour Investments
Wisconsin
$188K – – –
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$170K +$52.2K +2,375 +45%
AIP
90
Ameritas Investment Partners
Nebraska
$170K -$615 -28 -0.4%
RF
91
Rossby Financial
Florida
$159K -$63.9K -2,907 -29%
IWP
92
IAG Wealth Partners
Wisconsin
$112K +$37.3K +1,700 +51%
MEG
93
Millstone Evans Group
Colorado
$97.7K – – –
GRP
94
Global Retirement Partners
California
$96.9K +$95.7K +4,355 New
FGC
95
Financial Gravity Companies
Texas
$81.8K +$80.7K +3,674 New
MAFA
96
MJT & Associates Financial Advisory
Minnesota
$74K -$20.8K -948 -22%
QWM
97
Quaker Wealth Management
New Jersey
$60K +$59.2K +2,695 New
Comerica Bank
98
Comerica Bank
Texas
$54.3K +$527 +24 +1%
PTC
99
Private Trust Company
Ohio
$48.1K +$11K +499 +30%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$48K -$18.7K -850 -28%
1 2 3
4
5

NUBD Hedge Fund Activity: Q2 2025 in Review

112 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q2 2025, worth a combined $272M — down 1.8% from $277M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NUBD positions and 7 closed out — a net gain of 2 holders — while 35 added to existing stakes and 49 trimmed.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $9.95M. The largest seller was Stanich Group, exiting entirely with an estimated $12.6M sold.

  • 112 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q2 2025, down from 113 in Q1 2025.
  • Funds reported $272M of Nuveen ESG US Aggregate Bond ETF stock for Q2 2025, down 1.8% quarter-over-quarter.
  • 9 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $9.95M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q2 2025 was Stanich Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2025.