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Nuveen ESG US Aggregate Bond ETF

125 hedge funds and large institutions have $321M invested in Nuveen ESG US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

65% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $284M → $321M (+$37.6M)

12% more funds holding

Funds holding: 112125 (+13)

2.63% more ownership

Funds ownership: 67.19%69.83% (+2.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
125
Holders Change
+13
Holders Change %
+11.61%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
22
Increased
51
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Canal Capital Management
Virginia
$311K +$4.13K +184 +1%
SA
77
Sanctuary Advisors
Indiana
$298K +$43.9K +1,954 +17%
EWA
78
Etesian Wealth Advisors
Oregon
$292K -$26.4K -1,173 -8%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$289K +$291K +12,932 New
SIA
80
SGL Investment Advisors
Montana
$282K +$12.9K +575 +5%
IAN
81
Integrated Advisors Network
Texas
$276K +$64.8K +2,884 +30%
SCA
82
Sensenig Capital Advisors
Pennsylvania
$268K +$270K +12,010 New
AWA
83
Aaron Wealth Advisors
Illinois
$268K
AWM
84
Avior Wealth Management
Nebraska
$250K +$3.33K +148 +1%
TWM
85
TCFG Wealth Management
California
$217K
Creative Planning
86
Creative Planning
Kansas
$216K
SWP
87
Stratos Wealth Partners
Ohio
$215K
WETS
88
Wealth Enhancement Trust Services
South Dakota
$215K +$216K +9,613 New
ML
89
McAdam LLC
Pennsylvania
$209K +$210K +9,341 New
SCM
90
Stordahl Capital Management
Colorado
$204K -$3.8K -169 -2%
JFGLC
91
Johnson Financial Group LLC (Colorado)
Colorado
$200K +$201K +8,951 New
CTWM
92
Cherry Tree Wealth Management
Minnesota
$196K -$94.4K -4,203 -32%
MEG
93
Millstone Evans Group
Colorado
$181K +$83.3K +3,708 +84%
HI
94
Harbour Investments
Wisconsin
$171K -$17.9K -796 -9%
AIP
95
Ameritas Investment Partners
Nebraska
$171K -$135 -6 -0.1%
RF
96
Rossby Financial
Florida
$165K -$3.44K -153 -2%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$148K -$53.4K -2,375 -26%
IWP
98
IAG Wealth Partners
Wisconsin
$135K +$23K +1,023 +20%
FHA
99
Flagship Harbor Advisors
Massachusetts
$103K +$103K +4,585 New
PTC
100
Private Trust Company
Ohio
$91.9K