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Nuveen ESG US Aggregate Bond ETF

112 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

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

1.13% more ownership

Funds ownership: 67.16%68.29% (+1.1%)

1% less funds holding

Funds holding: 113112 (-1)

2% less capital invested

Capital invested by funds: $277M → $272M (-$4.99M)

29% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 49

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
112
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
1.47%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$33.4M +$2.17M +98,908 +7%
FPF
2
First Pacific Financial
Washington
$23.5M +$149K +6,790 +0.6%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$18.9M -$520K -23,673 -3%
VAS
4
Vestmark Advisory Solutions
Massachusetts
$17.8M +$9.95M +453,111 +131%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$16.5M +$160K +7,272 +1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$12.2M +$1.45M +66,118 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12M -$564K -25,661 -5%
LPL Financial
8
LPL Financial
California
$10.7M +$610K +27,754 +6%
WWA
9
WCG Wealth Advisors
Nevada
$8.23M +$1.25M +56,717 +18%
CA
10
CGN Advisors
Kansas
$7.07M -$29.9K -1,363 -0.4%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$6.88M +$1.93M +87,730 +40%
WA
12
Westfuller Advisors
New York
$6.85M +$67.2K +3,060 +1%
KOC
13
Koss-Olinger Consulting
Florida
$6.13M -$2.34M -106,551 -28%
Bank of America
14
Bank of America
North Carolina
$5.95M -$3.7M -168,350 -39%
MMA
15
Miracle Mile Advisors
California
$5.76M -$16.3K -743 -0.3%
COCM
16
Charter Oak Capital Management
New Hampshire
$5.4M -$80.6K -3,668 -1%
CCM
17
Colorado Capital Management
Colorado
$3.65M -$278K -12,665 -7%
AssetMark Inc
18
AssetMark Inc
California
$3.3M +$16.6K +755 +0.5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.26M +$190K +8,641 +6%
PAS
20
Park Avenue Securities
New York
$2.75M -$184K -8,357 -6%
BSWM
21
Boston Standard Wealth Management
Massachusetts
$2.66M +$698K +31,756 +36%
SOAG
22
Silver Oak Advisory Group
Oregon
$2.65M -$16K -727 -0.6%
EA
23
Evolution Advisers
Virginia
$2.58M
RCS
24
Retirement Capital Strategies
California
$2.42M +$412K +18,753 +21%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.39M -$1.01M -45,760 -30%

NUBD Hedge Fund Activity: Q2 2025 in Review

112 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q2 2025, worth a combined $272M — down 1.8% from $277M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NUBD positions and 7 closed out — a net gain of 2 holders — while 35 added to existing stakes and 49 trimmed.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $9.95M. The largest seller was Stanich Group, exiting entirely with an estimated $12.6M sold.

  • 112 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q2 2025, down from 113 in Q1 2025.
  • Funds reported $272M of Nuveen ESG US Aggregate Bond ETF stock for Q2 2025, down 1.8% quarter-over-quarter.
  • 9 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $9.95M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q2 2025 was Stanich Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2025.