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Nuveen ESG Small-Cap ETF

253 hedge funds and large institutions have $835M invested in Nuveen ESG Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 88 increasing their positions, 99 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 75.42%75.74% (+0.33%)

3% less funds holding

Funds holding: 262253 (-9)

10% less capital invested

Capital invested by funds: $925M → $835M (-$89.4M)

11% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 99

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
253
Holders Change
-9
Holders Change %
-3.44%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
88
Reduced
99
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Modera Wealth Management
New Jersey
$2.04M -$1.87K -45 -0.1%
CFS
52
CGC Financial Services
Oregon
$2.01M +$40.9K +985 +2%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$1.93M -$1.91M -46,000 -48%
HighTower Advisors
54
HighTower Advisors
Illinois
$1.87M +$57.5K +1,386 +3%
SWM
55
SilverOak Wealth Management
Minnesota
$1.87M +$11.6K +280 +0.6%
WTC
56
WhitTier Trust Company
Nevada
$1.73M -$5.27K -127 -0.3%
BC
57
Brio Consultants
California
$1.66M -$44.3K -1,068 -2%
SWM
58
SK Wealth Management
Rhode Island
$1.63M -$148K -3,558 -7%
SAG
59
SageView Advisory Group
California
$1.63M -$1.03M -24,778 -37%
WFAG
60
Wescott Financial Advisory Group
Pennsylvania
$1.62M +$45.5K +1,096 +3%
Lazard Asset Management
61
Lazard Asset Management
New York
$1.61M
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$1.59M +$5.73K +138 +0.3%
I
63
IMPACTfolio
Colorado
$1.59M -$330K -7,947 -16%
VC
64
Vicus Capital
Pennsylvania
$1.52M -$30K -723 -2%
EH
65
Equitable Holdings
New York
$1.49M -$20.4K -492 -1%
XPN
66
XY Planning Network
Montana
$1.46M -$7.72K -186 -0.5%
WA
67
Westfuller Advisors
New York
$1.34M +$48.1K +1,160 +3%
WP
68
WealthShield Partners
North Carolina
$1.33M +$7.68K +185 +0.5%
AWS
69
Atria Wealth Solutions
New York
$1.28M +$23.6K +568 +2%
SA
70
Stewardship Advisors
Pennsylvania
$1.21M +$1.31M +31,459 New
HI
71
Harbour Investments
Wisconsin
$1.2M -$18.6K -448 -1%
KFAA
72
Klaas Financial Asset Advisors
Illinois
$1.19M +$173K +4,175 +15%
RWP
73
Revolve Wealth Partners
New Jersey
$1.17M +$131K +3,154 +12%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$1.16M +$1.26M +30,313 New
PWMG
75
Pioneer Wealth Management Group
Texas
$1.14M +$1.23M +29,656 New

NUSC Hedge Fund Activity: Q1 2025 in Review

253 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q1 2025, worth a combined $835M — down 9.7% from $925M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of NUSC and 16 opened new positions — a net loss of 7 holders — while 99 trimmed existing stakes and 88 added.

The largest buyer was Financial Connections Group, adding an estimated $3.52M. The largest seller was Bank of America, cutting an estimated $19.2M.

  • 253 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q1 2025, down from 262 in Q4 2024.
  • Funds reported $835M of Nuveen ESG Small-Cap ETF stock for Q1 2025, down 9.7% quarter-over-quarter.
  • 16 funds opened new Nuveen ESG Small-Cap ETF positions in Q1 2025 and 23 closed out, a net change of -7 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q1 2025 was Financial Connections Group, an estimated $3.52M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q1 2025 was Bank of America, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2025.