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Nuveen ESG Small-Cap ETF

265 hedge funds and large institutions have $950M invested in Nuveen ESG Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 96 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 96

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$5.88M
TBF
27
True Blue Financial
Michigan
$5.77M
AIC
28
Allodium Investment Consultants
Minnesota
$5.53M
Jones Financial Companies
29
Jones Financial Companies
Missouri
$5.12M
PHAM
30
Palisades Hudson Asset Management
Florida
$5.05M
BPA
31
Beacon Pointe Advisors
California
$4.94M
EWA
32
EP Wealth Advisors
California
$4.78M
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$4.73M
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$4.59M
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$4.41M
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$3.84M
AAS
37
Ameritas Advisory Services
Nebraska
$3.77M
Raymond James Financial
38
Raymond James Financial
Florida
$3.71M
BWP
39
BSW Wealth Partners
Colorado
$3.62M
JP Morgan Chase
40
JP Morgan Chase
New York
$3.58M
RF
41
Rossby Financial
Florida
$3.44M
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.21M
CWD
43
Clarity Wealth Development
Oregon
$3.21M
DJSG
44
D.J. St. Germain
Massachusetts
$2.93M
SWM
45
SilverOak Wealth Management
Minnesota
$2.78M
UBS AM
46
UBS AM
Illinois
$2.65M
CCWP
47
Cedar Cove Wealth Partners
Minnesota
$2.63M
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$2.6M
RWP
49
RWA Wealth Partners
Massachusetts
$2.46M
AFA
50
Arlington Financial Advisors
California
$2.46M