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Nuveen ESG Small-Cap ETF

248 hedge funds and large institutions have $936M invested in Nuveen ESG Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 101 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

7% more capital invested

Capital invested by funds: $877M → $936M (+$58.3M)

3% more funds holding

Funds holding: 241248 (+7)

0.96% more ownership

Funds ownership: 76.88%77.84% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

28% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 101

Holders
248
Holders Change
+7
Holders Change %
+2.9%
% of All Funds
3.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
73
Reduced
101
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$4.39M +$591K +13,889 +16%
PHAM
27
Palisades Hudson Asset Management
Florida
$4.37M +$201K +4,734 +5%
BPA
28
Beacon Pointe Advisors
California
$4.36M +$674K +15,842 +19%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$4.29M -$180K -4,229 -4%
LAMNM
30
Longview Asset Management (New Mexico)
New Mexico
$4.12M +$521K +12,262 +15%
BWP
31
BSW Wealth Partners
Colorado
$3.73M -$98K -2,305 -3%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$3.59M +$1.33M +31,365 +63%
RF
33
Rossby Financial
Florida
$3.52M +$71K +1,670 +2%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$3.51M +$160K +3,761 +5%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.36M -$162K -3,817 -5%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$3.21M -$19.4M -456,854 -86%
CWD
37
Clarity Wealth Development
Oregon
$3.19M -$54.6K -1,283 -2%
JP Morgan Chase
38
JP Morgan Chase
New York
$3.16M -$98.2K -2,309 -3%
NA
39
NewEdge Advisors
Louisiana
$3.06M -$50.6K -1,191 -2%
RWP
40
RWA Wealth Partners
Massachusetts
$2.88M -$4.08K -96 -0.1%
AFA
41
Arlington Financial Advisors
California
$2.6M -$9.27K -218 -0.4%
DJSG
42
D.J. St. Germain
Massachusetts
$2.59M +$131K +3,073 +6%
CG
43
Corundum Group
Colorado
$2.54M -$43.1K -1,014 -2%
WT
44
Whittier Trust
California
$2.5M +$1.15K +27 +0%
SWM
45
SilverOak Wealth Management
Minnesota
$2.42M +$77.7K +1,828 +3%
DAS
46
Dynamic Advisor Solutions
Arizona
$2.3M -$114K -2,671 -5%
MWM
47
Modera Wealth Management
New Jersey
$2.3M -$43.2K -1,017 -2%
WFAG
48
Wescott Financial Advisory Group
Pennsylvania
$2.24M +$297K +6,980 +16%
MWM
49
Modern Wealth Management
Kansas
$2.08M
WTC
50
WhitTier Trust Company
Nevada
$2.02M -$48.6K -1,142 -2%