NUSC icon

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

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
Holders Change %
% of All Funds
Holding in Top 10
3
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
MWM
51
Modera Wealth Management
New Jersey
$2.04M
CFS
52
CGC Financial Services
Oregon
$2.01M
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$1.93M
HighTower Advisors
54
HighTower Advisors
Illinois
$1.87M
SWM
55
SilverOak Wealth Management
Minnesota
$1.87M
WTC
56
WhitTier Trust Company
Nevada
$1.73M
BC
57
Brio Consultants
California
$1.66M
SWM
58
SK Wealth Management
Rhode Island
$1.63M
SAG
59
SageView Advisory Group
California
$1.63M
WFAG
60
Wescott Financial Advisory Group
Pennsylvania
$1.62M
Lazard Asset Management
61
Lazard Asset Management
New York
$1.61M
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$1.59M
I
63
IMPACTfolio
Colorado
$1.59M
VC
64
Vicus Capital
Pennsylvania
$1.52M
EH
65
Equitable Holdings
New York
$1.49M
XPN
66
XY Planning Network
Montana
$1.46M
WA
67
Westfuller Advisors
New York
$1.34M
WP
68
WealthShield Partners
North Carolina
$1.33M
AWS
69
Atria Wealth Solutions
New York
$1.28M
SA
70
Stewardship Advisors
Pennsylvania
$1.21M
HI
71
Harbour Investments
Wisconsin
$1.2M
KFAA
72
Klaas Financial Asset Advisors
Illinois
$1.19M
RWP
73
Revolve Wealth Partners
New Jersey
$1.17M
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$1.16M
PWMG
75
Pioneer Wealth Management Group
Texas
$1.14M