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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

112 hedge funds and large institutions have $277M invested in Nuveen ESG US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-4
Holders Change %
-3.45%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
7
Increased
48
Reduced
42
Closed
7
Calls
–
Puts
$60K
Net Calls
-$60K
Net Calls Change
-$60K

Top Buyers

1
RCS
Retirement Capital Strategies
California
+$1.56M
2
EA
Evolution Advisers
Virginia
+$995K
3
LGWM
Litman Gregory Wealth Management
California
+$754K
4
SG
Stanich Group
New York
+$731K
5
Wells Fargo
Wells Fargo
California
+$725K

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$7.15M
2
SA
Stewardship Advisors
Pennsylvania
-$5.13M
3
Morgan Stanley
Morgan Stanley
New York
-$4.99M
4
Bank of America
Bank of America
North Carolina
-$3.53M
5
Jane Street
Jane Street
New York
-$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31M -$4.99M -224,744 -14%
FPF
2
First Pacific Financial
Washington
$23.2M +$694K +31,282 +3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$19.4M -$206K -9,288 -1%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$16.3M +$583K +26,290 +4%
SG
5
Stanich Group
New York
$12.6M +$731K +32,950 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$12.6M -$640K -28,827 -5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$10.7M -$1.83M -82,434 -15%
LPL Financial
8
LPL Financial
California
$10.1M +$222K +10,023 +2%
Bank of America
9
Bank of America
North Carolina
$9.66M -$3.53M -159,190 -27%
KOC
10
Koss-Olinger Consulting
Florida
$8.47M +$100K +4,514 +1%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$7.69M -$458K -20,661 -6%
CA
12
CGN Advisors
Kansas
$7.08M -$34.8K -1,568 -0.5%
WWA
13
WCG Wealth Advisors
Nevada
$6.95M +$158K +7,135 +2%
WA
14
Westfuller Advisors
New York
$6.76M +$64.8K +2,919 +1%
MMA
15
Miracle Mile Advisors
California
$5.76M +$3.88K +175 +0.1%
COCM
16
Charter Oak Capital Management
New Hampshire
$5.47M -$222K -9,995 -4%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$4.91M -$1.93M -87,163 -28%
CCM
18
Colorado Capital Management
Colorado
$3.91M +$237K +10,677 +6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.4M -$13.3K -598 -0.4%
AssetMark Inc
20
AssetMark Inc
California
$3.28M +$352K +15,855 +12%
Citadel Advisors
21
Citadel Advisors
Florida
$3.24M +$125K +5,652 +4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.06M +$4.22K +190 +0.1%
PAS
23
Park Avenue Securities
New York
$2.92M -$221K -9,952 -7%
SOAG
24
Silver Oak Advisory Group
Oregon
$2.65M -$146K -6,593 -5%
EA
25
Evolution Advisers
Virginia
$2.57M +$995K +44,864 +63%
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