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Nuveen ESG 1-5 Year US Aggregate Bond ETF

24 hedge funds and large institutions have $18.3M invested in Nuveen ESG 1-5 Year US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding

Funds holding: 2024 (+4)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

12% more capital invested

Capital invested by funds: $16.3M → $18.3M (+$1.96M)

6.35% more ownership

Funds ownership: 53.89%60.24% (+6.3%)

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$3.35M +$132K +5,667 +4%
LPL Financial
2
LPL Financial
California
$3.17M -$722K -31,073 -19%
Morgan Stanley
3
Morgan Stanley
New York
$2.12M -$157K -6,771 -7%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.98M +$6.06K +261 +0.3%
FCG
5
Financial Connections Group
California
$1.82M +$1.81M +77,949 New
AssetMark Inc
6
AssetMark Inc
California
$813K +$59.3K +2,552 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$724K +$53.5K +2,305 +8%
SPIA
8
Steward Partners Investment Advisory
New York
$684K -$24.4K -1,051 -3%
PFBT
9
Parkside Financial Bank & Trust
Missouri
$618K +$6.06K +261 +1%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$574K +$571K +24,598 New
Raymond James Financial
11
Raymond James Financial
Florida
$533K +$790 +34 +0.1%
US Bancorp
12
US Bancorp
Minnesota
$497K -$1.93K -83 -0.4%
SWP
13
Stratos Wealth Partners
Ohio
$380K -$54.4K -2,342 -13%
Osaic Holdings
14
Osaic Holdings
Arizona
$261K +$197K +8,480 +316%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$238K
Bank of America
16
Bank of America
North Carolina
$225K -$7.92K -341 -3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$204K -$18.8K -808 -8%
GRP
18
Global Retirement Partners
California
$64.3K +$64K +2,754 New
NA
19
NewEdge Advisors
Louisiana
$23.9K
CTWM
20
Cherry Tree Wealth Management
Minnesota
$4.6K
CFD
21
Creative Financial Designs
Indiana
$3.06K
UBS Group
22
UBS Group
Switzerland
$2.43K +$2.42K +104 New
AF
23
Allworth Financial
California
$2.19K +$23 +1 +1%
DFA
24
DHJJ Financial Advisors
Illinois
$24

NUSA Hedge Fund Activity: Q2 2025 in Review

24 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) for Q2 2025, worth a combined $18.3M — up 12% from $16.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NUSA positions and 0 closed out — a net gain of 4 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Financial Connections Group, opening a new position worth an estimated $1.81M. The largest seller was LPL Financial, cutting an estimated $722K.

  • 24 institutional investors held Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) as of Q2 2025, up from 20 in Q1 2025.
  • Funds reported $18.3M of Nuveen ESG 1-5 Year US Aggregate Bond ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 4 funds opened new Nuveen ESG 1-5 Year US Aggregate Bond ETF positions in Q2 2025 and 0 closed out, a net change of +4 holders.
  • The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF buyer in Q2 2025 was Financial Connections Group, an estimated $1.81M added.
  • The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF seller in Q2 2025 was LPL Financial, an estimated $722K sold.

Based on aggregated 13F filings for Q2 2025.