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Nuveen ESG Small-Cap ETF

256 hedge funds and large institutions have $1.01B invested in Nuveen ESG Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.83% more ownership

Funds ownership: 77.81%80.65% (+2.8%)

13% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 96

Holders
256
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
WT
51
Whittier Trust
California
$2.49M
RWP
52
RWA Wealth Partners
Massachusetts
$2.47M
WFAG
53
Wescott Financial Advisory Group
Pennsylvania
$2.32M
XPN
54
XY Planning Network
Montana
$2.2M
MWM
55
Modera Wealth Management
New Jersey
$2.09M
CG
56
Corundum Group
Colorado
$2.06M
MWM
57
Modern Wealth Management
Kansas
$2.02M
I
58
IMPACTfolio
Colorado
$2.01M
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$1.89M
WTC
60
WhitTier Trust Company
Nevada
$1.89M
SCM
61
Stonehearth Capital Management
Massachusetts
$1.87M
Lazard Asset Management
62
Lazard Asset Management
New York
$1.87M
SAG
63
SageView Advisory Group
California
$1.83M
WA
64
Westfuller Advisors
New York
$1.64M
PWMG
65
Pioneer Wealth Management Group
Texas
$1.5M
KFAA
66
Klaas Financial Asset Advisors
Illinois
$1.49M
RWP
67
Revolve Wealth Partners
New Jersey
$1.46M
Pathstone Holdings
68
Pathstone Holdings
New Jersey
$1.44M
XFP
69
Xena Financial Planning
Oregon
$1.4M
WP
70
WealthShield Partners
North Carolina
$1.35M
HighTower Advisors
71
HighTower Advisors
Illinois
$1.32M
SA
72
Stewardship Advisors
Pennsylvania
$1.31M
EH
73
Equitable Holdings
New York
$1.25M
HI
74
Harbour Investments
Wisconsin
$1.22M
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$1.21M