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Nuveen ESG US Aggregate Bond ETF

111 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
Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.49%
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
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$296K
WAM
77
WNY Asset Management
New York
$292K -$24.2K -1,087 -8%
NCM
78
Novare Capital Management
North Carolina
$269K +$269K +12,072 New
AWA
79
Aaron Wealth Advisors
Illinois
$267K
AWM
80
Avior Wealth Management
Nebraska
$243K +$2.43K +109 +1%
SIA
81
SGL Investment Advisors
Montana
$236K +$18.3K +834 +8%
SCM
82
Stordahl Capital Management
Colorado
$221K -$9.37K -421 -4%
TWM
83
TCFG Wealth Management
California
$215K +$215K +9,680 New
SWP
84
Stratos Wealth Partners
Ohio
$214K -$70.3K -3,156 -25%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$214K +$2.16K +97 +1%
PA
86
Parallel Advisors
California
$210K +$210K +9,450 New
HI
87
Harbour Investments
Wisconsin
$188K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$170K +$52.9K +2,375 +45%
AIP
89
Ameritas Investment Partners
Nebraska
$170K -$623 -28 -0.4%
RF
90
Rossby Financial
Florida
$159K -$64.7K -2,907 -29%
IWP
91
IAG Wealth Partners
Wisconsin
$112K +$37.8K +1,700 +51%
MEG
92
Millstone Evans Group
Colorado
$97.7K
GRP
93
Global Retirement Partners
California
$96.9K +$96.9K +4,355 New
FGC
94
Financial Gravity Companies
Texas
$81.8K +$81.8K +3,674 New
MAFA
95
MJT & Associates Financial Advisory
Minnesota
$74K -$21.1K -948 -22%
QWM
96
Quaker Wealth Management
New Jersey
$60K +$60K +2,695 New
Comerica Bank
97
Comerica Bank
Texas
$54.3K +$534 +24 +1%
PTC
98
Private Trust Company
Ohio
$48.1K +$11.1K +499 +30%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$48K -$18.9K -850 -28%
T
100
Tidemark
California
$42.9K