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Nuveen ESG Small-Cap ETF

242 hedge funds and large institutions have $928M invested in Nuveen ESG Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 99 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

29% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 99

Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$20.1M
2 -$6.24M
3 -$4.39M
4
UBS Group
UBS Group
Switzerland
-$3.63M
5
Morgan Stanley
Morgan Stanley
New York
-$3M
Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
26
Palisades Hudson Asset Management
Florida
$4.37M
BPA
27
Beacon Pointe Advisors
California
$4.36M
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$4.29M
LAMNM
29
Longview Asset Management (New Mexico)
New Mexico
$4.12M
BWP
30
BSW Wealth Partners
Colorado
$3.73M
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$3.59M
RF
32
Rossby Financial
Florida
$3.52M
Jones Financial Companies
33
Jones Financial Companies
Missouri
$3.51M
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.36M
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$3.21M
CWD
36
Clarity Wealth Development
Oregon
$3.19M
JP Morgan Chase
37
JP Morgan Chase
New York
$3.16M
NA
38
NewEdge Advisors
Louisiana
$3.06M
RWP
39
RWA Wealth Partners
Massachusetts
$2.88M
AFA
40
Arlington Financial Advisors
California
$2.6M
DJSG
41
D.J. St. Germain
Massachusetts
$2.59M
CG
42
Corundum Group
Colorado
$2.54M
WT
43
Whittier Trust
California
$2.5M
SWM
44
SilverOak Wealth Management
Minnesota
$2.42M
DAS
45
Dynamic Advisor Solutions
Arizona
$2.3M
MWM
46
Modera Wealth Management
New Jersey
$2.3M
WFAG
47
Wescott Financial Advisory Group
Pennsylvania
$2.24M
MWM
48
Modern Wealth Management
Kansas
$2.08M
WTC
49
WhitTier Trust Company
Nevada
$2.02M
WWA
50
WCG Wealth Advisors
Nevada
$1.9M