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Nuveen ESG US Aggregate Bond ETF

126 hedge funds and large institutions have $334M invested in Nuveen ESG US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 62 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 25

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

4% more capital invested

Capital invested by funds: $321M → $334M (+$13.1M)

1% more funds holding

Funds holding: 125126 (+1)

0.5% more ownership

Funds ownership: 69.83%70.32% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
62
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$43.8M +$1.57M +69,987 +4%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$36.5M +$1.19M +52,929 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.2M +$21.6M +965,028 +167%
FPF
4
First Pacific Financial
Washington
$27.8M +$1.35M +60,458 +5%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$20M -$30.9K -1,378 -0.2%
WWA
6
WCG Wealth Advisors
Nevada
$16.9M +$378K +16,880 +2%
LPL Financial
7
LPL Financial
California
$11M +$501K +22,386 +5%
CA
8
CGN Advisors
Kansas
$9.41M +$366K +16,362 +4%
MMA
9
Miracle Mile Advisors
California
$8.91M +$2.42M +107,937 +37%
WA
10
Westfuller Advisors
New York
$7.04M +$45.4K +2,026 +0.6%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$7.02M +$2.64K +118 +0%
KOC
12
Koss-Olinger Consulting
Florida
$6.27M +$856K +38,204 +16%
COCM
13
Charter Oak Capital Management
New Hampshire
$6.04M +$30.9K +1,379 +0.5%
Bank of America
14
Bank of America
North Carolina
$5.84M +$109K +4,885 +2%
PWM
15
Perigon Wealth Management
California
$4.53M +$475K +21,225 +12%
AssetMark Inc
16
AssetMark Inc
California
$4.36M +$235K +10,475 +6%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$3.8M -$4.68M -209,034 -55%
CCM
18
Colorado Capital Management
Colorado
$3.58M +$156K +6,964 +5%
BSWM
19
Boston Standard Wealth Management
Massachusetts
$2.97M +$46.7K +2,087 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.96M +$364K +16,250 +14%
EA
21
Evolution Advisers
Virginia
$2.82M +$79.8K +3,562 +3%
PAS
22
Park Avenue Securities
New York
$2.81M -$17.9K -799 -0.6%
Wells Fargo
23
Wells Fargo
California
$2.8M +$213K +9,516 +8%
RCS
24
Retirement Capital Strategies
California
$2.78M +$81K +3,617 +3%
UBS Group
25
UBS Group
Switzerland
$2.73M +$888K +39,667 +48%