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Nuveen ESG Small-Cap ETF

256 hedge funds and large institutions have $1.01B invested in Nuveen ESG Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.83% more ownership

Funds ownership: 77.81%80.65% (+2.8%)

13% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 96

Holders
256
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
DC
26
DeDora Capital
California
$5.92M
CCM
27
Colorado Capital Management
Colorado
$5.84M
TFP
28
TrueWealth Financial Partners
Washington
$5.56M
TBF
29
True Blue Financial
Michigan
$5.56M
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$5.46M
PHAM
31
Palisades Hudson Asset Management
Florida
$4.82M
BPA
32
Beacon Pointe Advisors
California
$4.64M
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$4.38M
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$4.33M
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$4.27M
LAMNM
36
Longview Asset Management (New Mexico)
New Mexico
$4.08M
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$3.9M
Jones Financial Companies
38
Jones Financial Companies
Missouri
$3.88M
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$3.82M
AAS
40
Ameritas Advisory Services
Nebraska
$3.79M
BWP
41
BSW Wealth Partners
Colorado
$3.7M
RF
42
Rossby Financial
Florida
$3.47M
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$3.19M
CWD
44
Clarity Wealth Development
Oregon
$3.16M
JP Morgan Chase
45
JP Morgan Chase
New York
$3.13M
NA
46
NewEdge Advisors
Louisiana
$3M
DJSG
47
D.J. St. Germain
Massachusetts
$2.83M
SWM
48
SilverOak Wealth Management
Minnesota
$2.72M
CCWP
49
Cedar Cove Wealth Partners
Minnesota
$2.57M
AFA
50
Arlington Financial Advisors
California
$2.51M