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Nuveen ESG US Aggregate Bond ETF
NUBD

Overview Fund Activity

111 hedge funds and large institutions have $272M invested in Nuveen ESG US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
35
Reduced
49
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
$17.8M
2
Morgan Stanley
Morgan Stanley
New York
$33.4M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$6.88M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$12.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.3M

Top Sellers

1
SG
Stanich Group
New York
$0
2
Bank of America
Bank of America
North Carolina
$5.95M
3
KOC
Koss-Olinger Consulting
Florida
$6.13M
4
Citadel Advisors
Citadel Advisors
Florida
$1.67M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.4M +$2.2M +98,908 +7%
FPF
2
First Pacific Financial
Washington
$23.5M +$151K +6,790 +0.6%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$18.9M -$527K -23,673 -3%
VAS
4
Vestmark Advisory Solutions
Massachusetts
$17.8M +$10.1M +453,111 +131%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$16.5M +$162K +7,272 +1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$12.2M +$1.47M +66,118 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12M -$571K -25,661 -5%
LPL Financial
8
LPL Financial
California
$10.7M +$618K +27,754 +6%
WWA
9
WCG Wealth Advisors
Nevada
$8.23M +$1.26M +56,717 +18%
CA
10
CGN Advisors
Kansas
$7.07M -$30.3K -1,363 -0.4%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$6.88M +$1.95M +87,730 +40%
WA
12
Westfuller Advisors
New York
$6.85M +$68.1K +3,060 +1%
KOC
13
Koss-Olinger Consulting
Florida
$6.13M -$2.37M -106,551 -28%
Bank of America
14
Bank of America
North Carolina
$5.95M -$3.75M -168,350 -39%
MMA
15
Miracle Mile Advisors
California
$5.76M -$16.5K -743 -0.3%
COCM
16
Charter Oak Capital Management
New Hampshire
$5.4M -$81.7K -3,668 -1%
CCM
17
Colorado Capital Management
Colorado
$3.65M -$282K -12,665 -7%
AssetMark Inc
18
AssetMark Inc
California
$3.3M +$16.8K +755 +0.5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.26M +$192K +8,641 +6%
PAS
20
Park Avenue Securities
New York
$2.75M -$186K -8,357 -6%
BSWM
21
Boston Standard Wealth Management
Massachusetts
$2.66M +$707K +31,756 +36%
SOAG
22
Silver Oak Advisory Group
Oregon
$2.65M -$16.2K -727 -0.6%
EA
23
Evolution Advisers
Virginia
$2.58M – – –
RCS
24
Retirement Capital Strategies
California
$2.42M +$417K +18,753 +21%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.39M -$1.02M -45,760 -30%
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