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Nuveen ESG Small-Cap ETF

241 hedge funds and large institutions have $877M invested in Nuveen ESG Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 94 increasing their positions, 88 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

5% more capital invested

Capital invested by funds: $835M → $877M (+$42.2M)

1.14% more ownership

Funds ownership: 75.74%76.88% (+1.1%)

7% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 88

5% less funds holding

Funds holding: 253241 (-12)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

Holders
241
Holders Change
-12
Holders Change %
-4.74%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
15
Increased
94
Reduced
88
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Allworth Financial
California
$5.19M +$125K +3,256 +3%
AAS
27
Ameritas Advisory Services
Nebraska
$4.39M -$174K -4,503 -4%
CCM
28
Coldstream Capital Management
Washington
$4.37M +$4.14M +107,335 New
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$4.26M +$6.67K +173 +0.2%
PHAM
30
Palisades Hudson Asset Management
Florida
$3.84M +$655K +16,987 +22%
BWP
31
BSW Wealth Partners
Colorado
$3.54M -$416K -10,784 -11%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$3.49M +$739K +19,177 +29%
BPA
33
Beacon Pointe Advisors
California
$3.38M +$200K +5,182 +7%
LAMNM
34
Longview Asset Management (New Mexico)
New Mexico
$3.31M +$900K +23,360 +40%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.26M -$1.06M -27,554 -26%
RF
36
Rossby Financial
Florida
$3.17M -$75.8K -1,968 -2%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$3.1M +$389K +10,083 +15%
JP Morgan Chase
38
JP Morgan Chase
New York
$3.01M -$244K -6,332 -8%
CWD
39
Clarity Wealth Development
Oregon
$2.93M +$24.5K +636 +0.9%
NA
40
NewEdge Advisors
Louisiana
$2.88M +$399K +10,347 +17%
RWP
41
RWA Wealth Partners
Massachusetts
$2.66M +$190K +4,927 +8%
AFA
42
Arlington Financial Advisors
California
$2.41M +$205K +5,311 +10%
CG
43
Corundum Group
Colorado
$2.39M -$70.4K -1,827 -3%
WT
44
Whittier Trust
California
$2.28M -$99K -2,568 -4%
DJSG
45
D.J. St. Germain
Massachusetts
$2.27M -$183K -4,738 -8%
DAS
46
Dynamic Advisor Solutions
Arizona
$2.24M -$442K -11,463 -17%
MWM
47
Modera Wealth Management
New Jersey
$2.17M -$5.7K -148 -0.3%
SWM
48
SilverOak Wealth Management
Minnesota
$2.16M +$169K +4,381 +9%
CFS
49
CGC Financial Services
Oregon
$2.16M +$25.9K +673 +1%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$2.03M -$17.8K -461 -0.9%

NUSC Hedge Fund Activity: Q2 2025 in Review

241 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q2 2025, worth a combined $877M — up 5.1% from $835M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of NUSC and 15 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 94 added.

The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $4.14M. The largest seller was Bank of America, cutting an estimated $7.57M.

  • 241 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q2 2025, down from 253 in Q1 2025.
  • Funds reported $877M of Nuveen ESG Small-Cap ETF stock for Q2 2025, up 5.1% quarter-over-quarter.
  • 15 funds opened new Nuveen ESG Small-Cap ETF positions in Q2 2025 and 22 closed out, a net change of -7 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q2 2025 was Coldstream Capital Management, an estimated $4.14M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q2 2025 was Bank of America, an estimated $7.57M sold.

Based on aggregated 13F filings for Q2 2025.