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Nuveen ESG Small-Cap ETF

265 hedge funds and large institutions have $952M invested in Nuveen ESG Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 96 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

2% more funds holding

Funds holding: 259265 (+6)

0.28% more ownership

Funds ownership: 81.63%81.91% (+0.28%)

7% less capital invested

Capital invested by funds: $1.03B → $952M (-$74.3M)

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
+6
Holders Change %
+2.32%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
26
Increased
85
Reduced
96
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$5.88M +$2.02M +43,155 +49%
TBF
27
True Blue Financial
Michigan
$5.77M +$163K +3,496 +3%
AIC
28
Allodium Investment Consultants
Minnesota
$5.53M -$635K -13,605 -10%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$5.12M +$1.38M +29,447 +34%
PHAM
30
Palisades Hudson Asset Management
Florida
$5.05M +$195K +4,177 +4%
BPA
31
Beacon Pointe Advisors
California
$4.94M +$271K +5,796 +6%
EWA
32
EP Wealth Advisors
California
$4.78M +$4.58M +98,117 +1,231%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$4.73M +$379K +8,126 +8%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$4.59M +$172K +3,693 +4%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$4.41M -$1.13M -24,269 -20%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$3.84M -$14.5K -311 -0.4%
AAS
37
Ameritas Advisory Services
Nebraska
$3.77M -$53.8K -1,151 -1%
Raymond James Financial
38
Raymond James Financial
Florida
$3.71M -$6.17M -132,116 -62%
BWP
39
BSW Wealth Partners
Colorado
$3.62M -$116K -2,481 -3%
JP Morgan Chase
40
JP Morgan Chase
New York
$3.58M +$566K +12,121 +17%
RF
41
Rossby Financial
Florida
$3.44M -$103K -2,204 -3%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.21M -$3.55K -76 -0.1%
CWD
43
Clarity Wealth Development
Oregon
$3.21M +$26K +557 +0.8%
DJSG
44
D.J. St. Germain
Massachusetts
$2.93M +$73.6K +1,577 +2%
SWM
45
SilverOak Wealth Management
Minnesota
$2.78M +$41.7K +892 +1%
UBS AM
46
UBS AM
Illinois
$2.65M +$2.75M +58,822 +2,941,100%
CCWP
47
Cedar Cove Wealth Partners
Minnesota
$2.63M +$37.7K +808 +1%
NA
48
NewEdge Advisors
Louisiana
$2.62M -$420K -8,987 -13%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$2.6M -$1.63M -34,929 -38%
RWP
50
RWA Wealth Partners
Massachusetts
$2.46M -$34.7K -744 -1%