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Nuveen ESG Small-Cap ETF

241 hedge funds and large institutions have $877M invested in Nuveen ESG Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 94 increasing their positions, 88 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

5% more capital invested

Capital invested by funds: $835M → $877M (+$42.2M)

1.14% more ownership

Funds ownership: 75.74%76.88% (+1.1%)

7% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 88

5% less funds holding

Funds holding: 253241 (-12)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

Holders
241
Holders Change
-12
Holders Change %
-4.74%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
15
Increased
94
Reduced
88
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$2M +$1.46M +37,962 +339%
MWM
52
Modern Wealth Management
Kansas
$1.92M +$1.82M +47,120 New
WTC
53
WhitTier Trust Company
Nevada
$1.89M +$53K +1,376 +3%
XPN
54
XY Planning Network
Montana
$1.88M +$311K +8,067 +21%
GM
55
GeoWealth Management
Illinois
$1.87M -$364K -9,432 -17%
WFAG
56
Wescott Financial Advisory Group
Pennsylvania
$1.79M +$60.2K +1,562 +4%
VAS
57
Vestmark Advisory Solutions
Massachusetts
$1.73M +$829K +21,501 +102%
SAG
58
SageView Advisory Group
California
$1.73M -$63.1K -1,638 -4%
SCM
59
Stonehearth Capital Management
Massachusetts
$1.72M -$515K -13,360 -24%
Lazard Asset Management
60
Lazard Asset Management
New York
$1.71M
SWM
61
SK Wealth Management
Rhode Island
$1.69M -$247K -6,413 -14%
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$1.68M -$14.1K -367 -0.9%
VC
63
Vicus Capital
Pennsylvania
$1.64M +$24.7K +641 +2%
I
64
IMPACTfolio
Colorado
$1.56M -$125K -3,249 -8%
EH
65
Equitable Holdings
New York
$1.48M -$91.8K -2,381 -6%
Pathstone Holdings
66
Pathstone Holdings
New Jersey
$1.47M +$317K +8,237 +30%
WA
67
Westfuller Advisors
New York
$1.43M
KFAA
68
Klaas Financial Asset Advisors
Illinois
$1.36M +$88.4K +2,294 +7%
PWMG
69
Pioneer Wealth Management Group
Texas
$1.32M +$103K +2,666 +9%
HI
70
Harbour Investments
Wisconsin
$1.3M +$28.2K +731 +2%
SA
71
Stewardship Advisors
Pennsylvania
$1.28M -$5.51K -143 -0.5%
HighTower Advisors
72
HighTower Advisors
Illinois
$1.27M -$684K -17,741 -36%
RWP
73
Revolve Wealth Partners
New Jersey
$1.25M +$14K +362 +1%
WP
74
WealthShield Partners
North Carolina
$1.23M -$178K -4,619 -13%
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$1.16M +$458K +11,873 +72%

NUSC Hedge Fund Activity: Q2 2025 in Review

241 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q2 2025, worth a combined $877M — up 5.1% from $835M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of NUSC and 15 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 94 added.

The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $4.14M. The largest seller was Bank of America, cutting an estimated $7.57M.

  • 241 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q2 2025, down from 253 in Q1 2025.
  • Funds reported $877M of Nuveen ESG Small-Cap ETF stock for Q2 2025, up 5.1% quarter-over-quarter.
  • 15 funds opened new Nuveen ESG Small-Cap ETF positions in Q2 2025 and 22 closed out, a net change of -7 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q2 2025 was Coldstream Capital Management, an estimated $4.14M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q2 2025 was Bank of America, an estimated $7.57M sold.

Based on aggregated 13F filings for Q2 2025.