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Nuveen ESG 1-5 Year US Aggregate Bond ETF

20 hedge funds and large institutions have $16.3M invested in Nuveen ESG 1-5 Year US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

19% more capital invested

Capital invested by funds: $13.7M → $16.3M (+$2.63M)

0.36% less ownership

Funds ownership: 54.25%53.89% (-0.36%)

9% less funds holding

Funds holding: 2220 (-2)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.89M +$2.32M +100,643 +152%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$3.21M +$174K +7,527 +6%
Morgan Stanley
3
Morgan Stanley
New York
$2.28M +$612K +26,488 +37%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.97M -$31.9K -1,379 -2%
AssetMark Inc
5
AssetMark Inc
California
$751K +$135K +5,827 +22%
SPIA
6
Steward Partners Investment Advisory
New York
$707K +$16.7K +725 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$669K +$25.2K +1,092 +4%
PFBT
8
Parkside Financial Bank & Trust
Missouri
$611K +$4.3K +186 +0.7%
Raymond James Financial
9
Raymond James Financial
Florida
$531K +$20K +866 +4%
US Bancorp
10
US Bancorp
Minnesota
$498K -$1.48K -64 -0.3%
SWP
11
Stratos Wealth Partners
Ohio
$434K -$32.8K -1,418 -7%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$237K +$235K +10,175 New
Bank of America
13
Bank of America
North Carolina
$233K -$317K -13,734 -58%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$222K -$15.1K -654 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$62.6K -$40.5K -1,752 -39%
NA
16
NewEdge Advisors
Louisiana
$23.9K
CTWM
17
Cherry Tree Wealth Management
Minnesota
$4.59K
CFD
18
Creative Financial Designs
Indiana
$3.05K
AF
19
Allworth Financial
California
$2.16K +$23 +1 +1%
DFA
20
DHJJ Financial Advisors
Illinois
$24
Citadel Advisors
21
Citadel Advisors
Florida
-$638K -27,819 Closed
UBS Group
22
UBS Group
Switzerland
-$2.98K -130 Closed

NUSA Hedge Fund Activity: Q1 2025 in Review

20 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) for Q1 2025, worth a combined $16.3M — up 19% from $13.7M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of NUSA and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 9 added.

The largest buyer was LPL Financial, adding an estimated $2.32M. The largest seller was Citadel Advisors, exiting entirely with an estimated $638K sold.

  • 20 institutional investors held Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) as of Q1 2025, down from 22 in Q4 2024.
  • Funds reported $16.3M of Nuveen ESG 1-5 Year US Aggregate Bond ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 1 fund opened new Nuveen ESG 1-5 Year US Aggregate Bond ETF positions in Q1 2025 and 2 closed out, a net change of -1 holder.
  • The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $2.32M added.
  • The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF seller in Q1 2025 was Citadel Advisors, an estimated $638K sold.

Based on aggregated 13F filings for Q1 2025.