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Nuveen ESG Small-Cap ETF

240 hedge funds and large institutions have $875M invested in Nuveen ESG Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 93 increasing their positions, 88 reducing their positions, and 21 closing their positions.

Holders
240
Holders Change
-13
Holders Change %
-5.14%
% of All Funds
3.22%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
15
Increased
93
Reduced
88
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$255M 6,258,642 -196,338 -3%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$59.8M 1,467,595 -70,204 -5%
AWP
3
Abacus Wealth Partners
California
$52.6M 1,291,976 +22,548 +2%
Morgan Stanley
4
Morgan Stanley
New York
$48.6M 1,192,954 -78,949 -6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$41.3M 1,012,922 +21,996 +2%
MWM
6
Mission Wealth Management
California
$32.6M 801,414 +7,116 +0.9%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$27.7M 679,401 +66,754 +11%
LPL Financial
8
LPL Financial
California
$26.4M 648,868 +11,559 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$21.6M 529,710 +26,844 +5%
UBS Group
10
UBS Group
Switzerland
$17.3M 424,837 +23,182 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$14.5M 355,056 -8,799 -2%
NBWM
12
North Berkeley Wealth Management
California
$11.8M 290,314 +26,727 +10%
FPF
13
First Pacific Financial
Washington
$10.1M 248,875 +5,825 +2%
Wells Fargo
14
Wells Fargo
California
$9.73M 238,931 -70,139 -23%
Creative Planning
15
Creative Planning
Kansas
$9.36M 229,861 +11,972 +5%
Corient Private Wealth
16
Corient Private Wealth
Florida
$9.34M 229,233 +6,703 +3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$7.79M 191,263 +73,137 +62%
WWA
18
WCG Wealth Advisors
Nevada
$7.52M 184,566 +14,571 +9%
Raymond James Financial
19
Raymond James Financial
Florida
$7.2M 176,783 +91,599 +108%
Ameriprise
20
Ameriprise
Minnesota
$6.6M 161,867 -3,624 -2%
Stifel Financial
21
Stifel Financial
Missouri
$5.67M 139,100 +1,231 +0.9%
CCM
22
Colorado Capital Management
Colorado
$5.64M 138,309 -216 -0.2%
AIC
23
Allodium Investment Consultants
Minnesota
$5.49M 134,739 -7,877 -6%
DC
24
DeDora Capital
California
$5.36M 131,487 -154 -0.1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.31M 130,284 -40,310 -24%