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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.

Holders
253
Holders Change
-9
Holders Change %
-3.44%
% of All Funds
3.44%
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 Market Value Shares Shares
Change
Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$2.04M 53,309 -45 -0.1%
CFS
52
CGC Financial Services
Oregon
$2.01M 52,400 +985 +2%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$1.93M 50,406 -46,000 -48%
HighTower Advisors
54
HighTower Advisors
Illinois
$1.87M 48,869 +1,386 +3%
SWM
55
SilverOak Wealth Management
Minnesota
$1.87M 48,726 +280 +0.6%
WTC
56
WhitTier Trust Company
Nevada
$1.73M 45,032 -127 -0.3%
BC
57
Brio Consultants
California
$1.66M 43,186 -1,068 -2%
SWM
58
SK Wealth Management
Rhode Island
$1.63M 46,710 -3,558 -7%
SAG
59
SageView Advisory Group
California
$1.63M 42,626 -24,778 -37%
WFAG
60
Wescott Financial Advisory Group
Pennsylvania
$1.62M 42,357 +1,096 +3%
Lazard Asset Management
61
Lazard Asset Management
New York
$1.61M 41,898
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$1.59M 41,558 +138 +0.3%
I
63
IMPACTfolio
Colorado
$1.59M 41,513 -7,947 -16%
VC
64
Vicus Capital
Pennsylvania
$1.52M 39,647 -723 -2%
EH
65
Equitable Holdings
New York
$1.49M 38,734 -492 -1%
XPN
66
XY Planning Network
Montana
$1.46M 38,079 -186 -0.5%
WA
67
Westfuller Advisors
New York
$1.34M 35,048 +1,160 +3%
WP
68
WealthShield Partners
North Carolina
$1.33M 34,796 +185 +0.5%
AWS
69
Atria Wealth Solutions
New York
$1.28M 33,271 +568 +2%
SA
70
Stewardship Advisors
Pennsylvania
$1.21M 31,459 +31,459 New
HI
71
Harbour Investments
Wisconsin
$1.2M 31,290 -448 -1%
KFAA
72
Klaas Financial Asset Advisors
Illinois
$1.19M 31,147 +4,175 +15%
RWP
73
Revolve Wealth Partners
New Jersey
$1.17M 30,424 +3,154 +12%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$1.16M 30,313 +30,313 New
PWMG
75
Pioneer Wealth Management Group
Texas
$1.14M 29,656 +29,656 New