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Nuveen ESG US Aggregate Bond ETF

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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: 32 (-1)

Holders
112
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
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
NCM
79
Novare Capital Management
North Carolina
$269K
AWA
80
Aaron Wealth Advisors
Illinois
$267K
AWM
81
Avior Wealth Management
Nebraska
$243K
SIA
82
SGL Investment Advisors
Montana
$236K
SCM
83
Stordahl Capital Management
Colorado
$221K
TWM
84
TCFG Wealth Management
California
$215K
SWP
85
Stratos Wealth Partners
Ohio
$214K
Baird Financial Group
86
Baird Financial Group
Wisconsin
$214K
PA
87
Parallel Advisors
California
$210K
HI
88
Harbour Investments
Wisconsin
$188K
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$170K
AIP
90
Ameritas Investment Partners
Nebraska
$170K
RF
91
Rossby Financial
Florida
$159K
IWP
92
IAG Wealth Partners
Wisconsin
$112K
MEG
93
Millstone Evans Group
Colorado
$97.7K
GRP
94
Global Retirement Partners
California
$96.9K
FGC
95
Financial Gravity Companies
Texas
$81.8K
MAFA
96
MJT & Associates Financial Advisory
Minnesota
$74K
QWM
97
Quaker Wealth Management
New Jersey
$60K
Comerica Bank
98
Comerica Bank
Texas
$54.3K
PTC
99
Private Trust Company
Ohio
$48.1K
Fidelity Investments
100
Fidelity Investments
Massachusetts
$48K