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Nuveen ESG US Aggregate Bond ETF
NUBD

112 hedge funds and large institutions have $284M invested in Nuveen ESG US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 33

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

4% more capital invested

Capital invested by funds: $272M → $284M (+$11.5M)

0% more funds holding

Funds holding: 112 → 112 (0)

1.1% less ownership

Funds ownership: 68.29% → 67.19% (-1.1%)

Holders
112
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
9
Increased
51
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$9.34M
2
SG
Stanich Group
New York
+$4.09M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.87M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$1.85M
5
Morgan Stanley
Morgan Stanley
New York
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
VAS
Vestmark Advisory Solutions
Massachusetts
-$8.69M
2
WWA
WCG Wealth Advisors
Nevada
-$3.85M
3
PAG
Private Advisor Group
New Jersey
-$1.82M
4
LPL Financial
LPL Financial
California
-$1.61M
5
Jane Street
Jane Street
New York
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
76
Sanctuary Advisors
Indiana
$256K +$253K +11,387 New
AWM
77
Avior Wealth Management
Nebraska
$248K +$2.33K +105 +1%
Creative Planning
78
Creative Planning
Kansas
$217K -$80.1K -3,600 -27%
TWM
79
TCFG Wealth Management
California
$217K – – –
SWP
80
Stratos Wealth Partners
Ohio
$216K – – –
Baird Financial Group
81
Baird Financial Group
Wisconsin
$216K – – –
IAN
82
Integrated Advisors Network
Texas
$213K -$123K -5,530 -37%
SCM
83
Stordahl Capital Management
Colorado
$209K -$13.9K -623 -6%
LAMNM
84
Longview Asset Management (New Mexico)
New Mexico
$208K -$132K -5,930 -39%
FNC
85
First National Corp
Massachusetts
$208K +$206K +9,274 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$202K +$30.3K +1,362 +18%
HI
87
Harbour Investments
Wisconsin
$190K +$467 +21 +0.2%
AIP
88
Ameritas Investment Partners
Nebraska
$172K +$801 +36 +0.5%
RF
89
Rossby Financial
Florida
$169K +$8.67K +390 +5%
IWP
90
IAG Wealth Partners
Wisconsin
$113K – – –
MEG
91
Millstone Evans Group
Colorado
$98.6K – – –
PTC
92
Private Trust Company
Ohio
$92.3K +$43.3K +1,947 +90%
FGAM
93
Financial Gravity Asset Management
Texas
$82.5K +$81.7K +3,674 New
MAFA
94
MJT & Associates Financial Advisory
Minnesota
$70.5K -$4.07K -183 -6%
MWPCG
95
Measured Wealth Private Client Group
New Hampshire
$61.4K +$60.8K +2,736 New
QWM
96
Quaker Wealth Management
New Jersey
$60.6K +$44 +2 +0.1%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$48.5K – – –
AUB
98
Atlantic Union Bankshares
Virginia
$46.9K +$46.5K +2,090 New
T
99
Tidemark
California
$43.2K – – –
TFM
100
TFC Financial Management
Massachusetts
$28.7K +$3.71K +167 +15%
1 2 3
4
5

NUBD Hedge Fund Activity: Q3 2025 in Review

112 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q3 2025, worth a combined $284M — up 4.2% from $272M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NUBD positions and 8 closed out — a net gain of 1 holder — while 51 added to existing stakes and 33 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $9.34M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $8.69M.

  • 112 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $284M of Nuveen ESG US Aggregate Bond ETF stock for Q3 2025, up 4.2% quarter-over-quarter.
  • 9 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q3 2025 and 8 closed out, a net change of +1 holder.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q3 2025 was Bank of New York Mellon, an estimated $9.34M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $8.69M sold.

Based on aggregated 13F filings for Q3 2025.