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Nuveen ESG 1-5 Year US Aggregate Bond ETF

25 hedge funds and large institutions have $24.5M invested in Nuveen ESG 1-5 Year US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

3% less capital invested

Capital invested by funds: $25.3M → $24.5M (-$720K)

1.87% less ownership

Funds ownership: 74.49%72.62% (-1.9%)

14% less funds holding

Funds holding: 2925 (-4)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.75M +$5.06M +216,578 +715%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$4.49M -$176K -7,532 -4%
Morgan Stanley
3
Morgan Stanley
New York
$3.19M +$742K +31,730 +30%
LPL Financial
4
LPL Financial
California
$2.47M -$498K -21,286 -17%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.11M +$59.7K +2,552 +3%
FTUS
6
Flow Traders U.S.
New York
$1.29M +$247K +10,569 +24%
Raymond James Financial
7
Raymond James Financial
Florida
$1.09M +$499K +21,326 +84%
AssetMark Inc
8
AssetMark Inc
California
$1.03M +$53.5K +2,287 +5%
PFBT
9
Parkside Financial Bank & Trust
Missouri
$685K +$4.07K +174 +0.6%
US Bancorp
10
US Bancorp
Minnesota
$464K +$25.1K +1,073 +6%
Goldman Sachs
11
Goldman Sachs
New York
$430K +$431K +18,442 New
AC
12
Apella Capital
Connecticut
$376K +$377K +16,108 New
FCG
13
Financial Connections Group
California
$375K -$37.2K -1,589 -9%
SWP
14
Stratos Wealth Partners
Ohio
$359K
Jane Street
15
Jane Street
New York
$262K -$791K -33,845 -75%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$50.1K -$47 -2 -0.1%
Osaic Holdings
17
Osaic Holdings
Arizona
$36.2K -$286K -12,233 -89%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$20.1K
SPIA
19
Steward Partners Investment Advisory
New York
$19.6K -$726K -31,044 -97%
CTWM
20
Cherry Tree Wealth Management
Minnesota
$14.5K
NA
21
NewEdge Advisors
Louisiana
$12.2K -$11.7K -500 -49%
SMBT
22
Southern Michigan Bank & Trust
Michigan
$9.32K +$9.35K +400 New
CFD
23
Creative Financial Designs
Indiana
$3.05K
AF
24
Allworth Financial
California
$2.24K
DFA
25
DHJJ Financial Advisors
Illinois
$24

NUSA Hedge Fund Activity: Q1 2026 in Review

25 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) for Q1 2026, worth a combined $24.5M — down 2.8% from $25.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NUSA and 3 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 8 added.

The largest buyer was Envestnet Asset Management, adding an estimated $5.06M. The largest seller was Envestnet Portfolio Solutions, exiting entirely with an estimated $4.56M sold.

  • 25 institutional investors held Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) as of Q1 2026, down from 29 in Q4 2025.
  • Funds reported $24.5M of Nuveen ESG 1-5 Year US Aggregate Bond ETF stock for Q1 2026, down 2.8% quarter-over-quarter.
  • 3 funds opened new Nuveen ESG 1-5 Year US Aggregate Bond ETF positions in Q1 2026 and 6 closed out, a net change of -3 holders.
  • The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $5.06M added.
  • The largest Nuveen ESG 1-5 Year US Aggregate Bond ETF seller in Q1 2026 was Envestnet Portfolio Solutions, an estimated $4.56M sold.

Based on aggregated 13F filings for Q1 2026.