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Nuveen ESG Small-Cap ETF

259 hedge funds and large institutions have $1.03B invested in Nuveen ESG Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 20

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

10% more capital invested

Capital invested by funds: $936M → $1.03B (+$91.1M)

4% more funds holding

Funds holding: 248259 (+11)

3.79% more ownership

Funds ownership: 77.84%81.63% (+3.8%)

12% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 97

Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
35
Increased
85
Reduced
97
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
51
Whittier Trust
California
$2.49M -$112K -2,520 -4%
RWP
52
RWA Wealth Partners
Massachusetts
$2.47M -$438K -9,831 -15%
WFAG
53
Wescott Financial Advisory Group
Pennsylvania
$2.32M +$48.3K +1,083 +2%
XPN
54
XY Planning Network
Montana
$2.2M +$139K +3,125 +7%
MWM
55
Modera Wealth Management
New Jersey
$2.09M -$235K -5,262 -10%
CG
56
Corundum Group
Colorado
$2.06M -$514K -11,530 -20%
MWM
57
Modern Wealth Management
Kansas
$2.02M -$83K -1,862 -4%
I
58
IMPACTfolio
Colorado
$2.01M +$94.9K +2,128 +5%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$1.89M +$4.86K +109 +0.3%
WTC
60
WhitTier Trust Company
Nevada
$1.89M -$206K -4,624 -10%
SCM
61
Stonehearth Capital Management
Massachusetts
$1.87M -$3.17K -71 -0.2%
Lazard Asset Management
62
Lazard Asset Management
New York
$1.87M
SAG
63
SageView Advisory Group
California
$1.83M +$4.64K +104 +0.3%
WA
64
Westfuller Advisors
New York
$1.64M +$16.5K +371 +1%
PWMG
65
Pioneer Wealth Management Group
Texas
$1.5M +$64.1K +1,437 +4%
KFAA
66
Klaas Financial Asset Advisors
Illinois
$1.49M -$67.1K -1,506 -4%
RWP
67
Revolve Wealth Partners
New Jersey
$1.46M +$48.5K +1,088 +3%
Pathstone Holdings
68
Pathstone Holdings
New Jersey
$1.44M -$164K -3,678 -10%
XFP
69
Xena Financial Planning
Oregon
$1.4M +$1.4M +31,350 New
WP
70
WealthShield Partners
North Carolina
$1.35M +$2.54K +57 +0.2%
HighTower Advisors
71
HighTower Advisors
Illinois
$1.32M -$26.3K -590 -2%
SA
72
Stewardship Advisors
Pennsylvania
$1.31M -$78.2K -1,753 -6%
EH
73
Equitable Holdings
New York
$1.25M -$107K -2,393 -8%
HI
74
Harbour Investments
Wisconsin
$1.22M -$124K -2,788 -9%
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$1.21M +$92.2K +2,068 +8%