Nuveen ESG US Aggregate Bond ETF
NUBD
114 hedge funds and large institutions have $278M invested in Nuveen ESG US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 8 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 43
3% less funds holding
Funds holding: 117 → 114 (-3)
5.92% less ownership
Funds ownership: 73.19% → 67.27% (-5.9%)
8% less capital invested
Capital invested by funds: $303M → $278M (-$25.3M)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $60K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$1.54M |
| 2 |
EA
Evolution Advisers
Richmond,
Virginia
|
+$983K |
| 3 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$745K |
| 4 |
SG
Stanich Group
Montauk,
New York
|
+$722K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$716K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$7.15M |
| 2 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$5.13M |
| 3 |
Morgan Stanley
New York
|
-$4.93M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.49M |
| 5 |
Jane Street
New York
|
-$3.31M |
NUBD Hedge Fund Activity: Q1 2025 in Review
114 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q1 2025, worth a combined $278M — down 8.4% from $303M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of NUBD and 7 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 49 added.
The largest buyer was Retirement Capital Strategies, adding an estimated $1.54M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $7.15M sold.
- 114 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q1 2025, down from 117 in Q4 2024.
- Funds reported $278M of Nuveen ESG US Aggregate Bond ETF stock for Q1 2025, down 8.4% quarter-over-quarter.
- 7 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q1 2025 and 8 closed out, a net change of -1 holder.
- The largest Nuveen ESG US Aggregate Bond ETF buyer in Q1 2025 was Retirement Capital Strategies, an estimated $1.54M added.
- The largest Nuveen ESG US Aggregate Bond ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $7.15M sold.
Based on aggregated 13F filings for Q1 2025.