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Nuveen ESG US Aggregate Bond ETF

112 hedge funds and large institutions have $284M invested in Nuveen ESG US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 33

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

4% more capital invested

Capital invested by funds: $272M → $284M (+$11.5M)

0% more funds holding

Funds holding: 112112 (0)

1.1% less ownership

Funds ownership: 68.29%67.19% (-1.1%)

Holders
112
Holders Change
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
9
Increased
51
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35.4M +$1.75M +78,824 +5%
FPF
2
First Pacific Financial
Washington
$24.3M +$652K +29,297 +3%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$21.8M +$9.34M +420,210 +76%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$19.4M +$271K +12,185 +1%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$18.5M +$1.85M +83,386 +11%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$12.7M +$535K +24,075 +4%
LPL Financial
7
LPL Financial
California
$9.19M -$1.61M -72,487 -15%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$9.18M -$8.69M -390,874 -49%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$8.84M +$1.87M +83,887 +27%
CA
10
CGN Advisors
Kansas
$8.4M +$1.26M +56,635 +18%
WA
11
Westfuller Advisors
New York
$6.98M +$65.7K +2,954 +1%
MMA
12
Miracle Mile Advisors
California
$6.31M +$491K +22,090 +9%
KOC
13
Koss-Olinger Consulting
Florida
$6.13M
COCM
14
Charter Oak Capital Management
New Hampshire
$5.44M -$7.85K -353 -0.1%
Bank of America
15
Bank of America
North Carolina
$5.33M -$667K -30,003 -11%
WWA
16
WCG Wealth Advisors
Nevada
$4.42M -$3.85M -172,903 -47%
SG
17
Stanich Group
New York
$4.13M +$4.09M +183,799 New
AssetMark Inc
18
AssetMark Inc
California
$3.9M +$563K +25,316 +17%
CCM
19
Colorado Capital Management
Colorado
$3.47M -$206K -9,246 -6%
PWM
20
Perigon Wealth Management
California
$3.03M +$966K +43,445 +48%
Citadel Advisors
21
Citadel Advisors
Florida
$3.01M +$1.31M +58,960 +79%
PAS
22
Park Avenue Securities
New York
$2.89M +$116K +5,232 +4%
BSWM
23
Boston Standard Wealth Management
Massachusetts
$2.79M +$105K +4,741 +4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.78M -$508K -22,842 -16%
EA
25
Evolution Advisers
Virginia
$2.73M +$120K +5,395 +5%

NUBD Hedge Fund Activity: Q3 2025 in Review

112 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q3 2025, worth a combined $284M — up 4.2% from $272M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NUBD positions and 8 closed out — a net gain of 1 holder — while 51 added to existing stakes and 33 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $9.34M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $8.69M.

  • 112 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $284M of Nuveen ESG US Aggregate Bond ETF stock for Q3 2025, up 4.2% quarter-over-quarter.
  • 9 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q3 2025 and 8 closed out, a net change of +1 holder.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q3 2025 was Bank of New York Mellon, an estimated $9.34M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $8.69M sold.

Based on aggregated 13F filings for Q3 2025.