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Nuveen ESG Small-Cap ETF

265 hedge funds and large institutions have $950M invested in Nuveen ESG Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 96 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 96

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
251
International Assets Investment Management
Florida
$5.5K
AIM
252
Anchor Investment Management
South Carolina
$4.55K
VAI
253
Vanguard Advisers Inc
Pennsylvania
$3.47K
NS
254
NBC Securities
Alabama
$3.2K
AWM
255
AE Wealth Management
Kansas
$3.02K
RFP
256
Root Financial Partners
California
$2.48K
TLFA
257
True Link Financial Advisors
California
$1.94K
PWA
258
Provenance Wealth Advisors
Florida
$1.89K
PFBT
259
Parkside Financial Bank & Trust
Missouri
$1.67K
HFS
260
Hantz Financial Services
Michigan
$1K
BA
261
Ballast Advisors
Minnesota
$1K
EWA
262
EverSource Wealth Advisors
Alabama
$946
ATPW
263
Ashton Thomas Private Wealth
Arizona
$631
DCM
264
Davis Capital Management
Florida
$451
BWL
265
Bogart Wealth LLC
Virginia
$315
HNB
266
Huntington National Bank
Ohio
$45
TFP
267
TrueWealth Financial Partners
Washington
Envestnet Portfolio Solutions
268
Envestnet Portfolio Solutions
Illinois
Susquehanna International Group
269
Susquehanna International Group
Pennsylvania
SAS
270
Sage Advisory Services
Texas
PSCM
271
Per Stirling Capital Management
Texas
RA
272
RFG Advisory
Alabama
TRCT
273
Tower Research Capital (TRC)
New York
CWM
274
Collaborative Wealth Management
Florida
Qube Research & Technologies (QRT)
275
Qube Research & Technologies (QRT)
United Kingdom