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Nuveen ESG US Aggregate Bond ETF

125 hedge funds and large institutions have $321M invested in Nuveen ESG US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

65% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $284M → $321M (+$37.6M)

12% more funds holding

Funds holding: 112125 (+13)

2.63% more ownership

Funds ownership: 67.19%69.83% (+2.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
125
Holders Change
+13
Holders Change %
+11.61%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
22
Increased
51
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$42.5M +$7.27M +323,691 +21%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$35.6M +$14M +621,766 +64%
FPF
3
First Pacific Financial
Washington
$26.6M +$2.39M +106,292 +10%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$20.2M +$893K +39,759 +5%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$18.4M -$26.1K -1,161 -0.1%
WWA
6
WCG Wealth Advisors
Nevada
$16.6M +$12.3M +547,150 +278%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.9M +$263K +11,707 +2%
LPL Financial
8
LPL Financial
California
$10.6M +$1.47M +65,310 +16%
CA
9
CGN Advisors
Kansas
$9.11M +$750K +33,354 +9%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$8.5M -$648K -28,855 -7%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$7.06M -$1.73M -77,034 -20%
WA
12
Westfuller Advisors
New York
$7.04M +$93K +4,137 +1%
MMA
13
Miracle Mile Advisors
California
$6.56M +$280K +12,440 +4%
COCM
14
Charter Oak Capital Management
New Hampshire
$6.04M +$629K +28,008 +12%
Bank of America
15
Bank of America
North Carolina
$5.77M +$469K +20,889 +9%
KOC
16
Koss-Olinger Consulting
Florida
$5.46M -$698K -31,061 -11%
AssetMark Inc
17
AssetMark Inc
California
$4.15M +$268K +11,928 +7%
PWM
18
Perigon Wealth Management
California
$4.09M +$1.08M +48,004 +36%
CCM
19
Colorado Capital Management
Colorado
$3.44M -$10.8K -481 -0.3%
BSWM
20
Boston Standard Wealth Management
Massachusetts
$2.95M +$173K +7,705 +6%
PAS
21
Park Avenue Securities
New York
$2.85M -$24K -1,070 -0.8%
EA
22
Evolution Advisers
Virginia
$2.76M +$49.2K +2,191 +2%
RCS
23
Retirement Capital Strategies
California
$2.72M +$316K +14,059 +13%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.62M -$149K -6,641 -5%
Wells Fargo
25
Wells Fargo
California
$2.61M +$97.5K +4,340 +4%