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Nuveen ESG Small-Cap ETF

253 hedge funds and large institutions have $835M invested in Nuveen ESG Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 88 increasing their positions, 99 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 75.42%75.74% (+0.33%)

3% less funds holding

Funds holding: 262253 (-9)

10% less capital invested

Capital invested by funds: $925M → $835M (-$89.4M)

11% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 99

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
253
Holders Change
-9
Holders Change %
-3.44%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
88
Reduced
99
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$4.3M -$237K -5,709 -5%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.12M -$34.1K -821 -0.8%
CHP
28
Cable Hill Partners
Oregon
$4M +$115K +2,770 +3%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$3.88M -$130K -3,132 -3%
BWP
30
BSW Wealth Partners
Colorado
$3.74M -$362K -8,711 -8%
Raymond James Financial
31
Raymond James Financial
Florida
$3.27M -$239K -5,755 -6%
JP Morgan Chase
32
JP Morgan Chase
New York
$3.08M +$471K +11,343 +16%
BPA
33
Beacon Pointe Advisors
California
$2.98M +$819K +19,746 +34%
PHAM
34
Palisades Hudson Asset Management
Florida
$2.96M +$181K +4,351 +6%
RF
35
Rossby Financial
Florida
$2.96M +$274K +6,606 +9%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$2.69M -$2.57M -62,001 -51%
CWD
37
Clarity Wealth Development
Oregon
$2.66M -$72.8K -1,755 -2%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$2.55M -$1.13M -27,246 -29%
DAS
39
Dynamic Advisor Solutions
Arizona
$2.55M -$1.44M -34,624 -34%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$2.53M +$387K +9,318 +16%
FCG
41
Financial Connections Group
California
$2.35M +$3.52M +84,858 +837%
CG
42
Corundum Group
Colorado
$2.32M +$9.42K +227 +0.4%
DJSG
43
D.J. St. Germain
Massachusetts
$2.32M +$505K +12,176 +25%
RWP
44
RWA Wealth Partners
Massachusetts
$2.32M -$106K -2,565 -4%
NA
45
NewEdge Advisors
Louisiana
$2.31M -$116K -2,802 -4%
WT
46
Whittier Trust
California
$2.25M +$59.8K +1,441 +3%
LAMNM
47
Longview Asset Management (New Mexico)
New Mexico
$2.22M +$512K +12,327 +27%
SCM
48
Stonehearth Capital Management
Massachusetts
$2.13M -$35.2K -848 -2%
GM
49
GeoWealth Management
Illinois
$2.12M -$704K -16,952 -23%
AFA
50
Arlington Financial Advisors
California
$2.07M -$20.5K -494 -0.9%

NUSC Hedge Fund Activity: Q1 2025 in Review

253 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q1 2025, worth a combined $835M — down 9.7% from $925M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of NUSC and 16 opened new positions — a net loss of 7 holders — while 99 trimmed existing stakes and 88 added.

The largest buyer was Financial Connections Group, adding an estimated $3.52M. The largest seller was Bank of America, cutting an estimated $19.2M.

  • 253 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q1 2025, down from 262 in Q4 2024.
  • Funds reported $835M of Nuveen ESG Small-Cap ETF stock for Q1 2025, down 9.7% quarter-over-quarter.
  • 16 funds opened new Nuveen ESG Small-Cap ETF positions in Q1 2025 and 23 closed out, a net change of -7 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q1 2025 was Financial Connections Group, an estimated $3.52M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q1 2025 was Bank of America, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2025.