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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
FGAM
101
Financial Gravity Asset Management
Texas
$83.2K +$1.03K +46 +1%
KAS
102
Kestra Advisory Services
Texas
$83K +$83.5K +3,714 New
BFP
103
Birchwood Financial Partners
Minnesota
$80.7K +$81.2K +3,612 New
TBFA
104
Three Bearings Fiduciary Advisors
New Hampshire
$74.4K +$74.6K +3,320 New
MAFA
105
MJT & Associates Financial Advisory
Minnesota
$70.2K
FFA
106
Farther Finance Advisors
California
$63.9K +$64.3K +2,860 New
MWPCG
107
Measured Wealth Private Client Group
New Hampshire
$61.2K
QWM
108
Quaker Wealth Management
New Jersey
$60.4K +$67 +3 +0.1%
AUB
109
Atlantic Union Bankshares
Virginia
$46.7K
TFM
110
TFC Financial Management
Massachusetts
$45.6K +$17.1K +760 +59%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$44.8K -$3.42K -152 -7%
T
112
Tidemark
California
$43K
KFG
113
Kingdom Financial Group
Arizona
$39K +$39.2K +1,744 New
C
114
Covestor
United Kingdom
$26K +$3.06K +136 +13%
BONH
115
Bank of New Hampshire
New Hampshire
$17.4K
MCM
116
MAI Capital Management
Ohio
$15.2K +$1.55K +69 +11%
ACA
117
Aptus Capital Advisors
Alabama
$11.2K +$921 +41 +9%
PG
118
Proffitt & Goodson
Tennessee
$10.1K +$966 +43 +11%
IIM
119
IFC & Insurance Marketing
California
$10K +$10.1K +450 New
EWA
120
EverSource Wealth Advisors
Alabama
$9.28K
OCM
121
Orion Capital Management
California
$9.12K
CFD
122
Creative Financial Designs
Indiana
$6.1K
WP
123
WealthShield Partners
North Carolina
$5.54K
EWA
124
EQ Wealth Advisors
Texas
$3.33K +$3.35K +149 New
ST
125
Smithfield Trust
Pennsylvania
$3K