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Nuveen ESG Small-Cap ETF

259 hedge funds and large institutions have $1.03B invested in Nuveen ESG Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 20

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

10% more capital invested

Capital invested by funds: $936M → $1.03B (+$91.1M)

4% more funds holding

Funds holding: 248259 (+11)

3.79% more ownership

Funds ownership: 77.84%81.63% (+3.8%)

12% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 97

Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
35
Increased
85
Reduced
97
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
DeDora Capital
California
$5.92M +$43.2K +970 +0.7%
CCM
27
Colorado Capital Management
Colorado
$5.84M -$110K -2,460 -2%
TFP
28
TrueWealth Financial Partners
Washington
$5.56M +$5.55M +124,591 New
TBF
29
True Blue Financial
Michigan
$5.56M +$5.55M +124,566 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$5.46M -$236K -5,287 -4%
PHAM
31
Palisades Hudson Asset Management
Florida
$4.82M +$401K +8,993 +9%
BPA
32
Beacon Pointe Advisors
California
$4.64M +$230K +5,149 +5%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$4.38M -$64.3K -1,443 -1%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$4.33M +$3.43M +76,964 +387%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$4.27M -$227K -5,091 -5%
LAMNM
36
Longview Asset Management (New Mexico)
New Mexico
$4.08M -$95.6K -2,144 -2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$3.9M +$650K +14,579 +20%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$3.88M +$326K +7,307 +9%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$3.82M +$185K +4,154 +5%
AAS
40
Ameritas Advisory Services
Nebraska
$3.79M +$3.78M +84,831 New
BWP
41
BSW Wealth Partners
Colorado
$3.7M -$75.5K -1,693 -2%
RF
42
Rossby Financial
Florida
$3.47M -$71.1K -1,595 -2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$3.19M -$211K -4,728 -6%
CWD
44
Clarity Wealth Development
Oregon
$3.16M +$5.84K +131 +0.2%
JP Morgan Chase
45
JP Morgan Chase
New York
$3.13M -$63.4K -1,423 -2%
NA
46
NewEdge Advisors
Louisiana
$3M -$107K -2,395 -3%
DJSG
47
D.J. St. Germain
Massachusetts
$2.83M +$208K +4,656 +8%
SWM
48
SilverOak Wealth Management
Minnesota
$2.72M +$264K +5,919 +11%
CCWP
49
Cedar Cove Wealth Partners
Minnesota
$2.57M +$2.56M +57,527 New
AFA
50
Arlington Financial Advisors
California
$2.51M -$121K -2,715 -5%