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Nuveen ESG Small-Cap ETF

265 hedge funds and large institutions have $950M invested in Nuveen ESG Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 96 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 96

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
WFAG
51
Wescott Financial Advisory Group
Pennsylvania
$2.32M
XPN
52
XY Planning Network
Montana
$2.3M
I
53
IMPACTfolio
Colorado
$2.06M
CG
54
Corundum Group
Colorado
$2.04M
WT
55
Whittier Trust
California
$1.95M
MWM
56
Modera Wealth Management
New Jersey
$1.9M
Lazard Asset Management
57
Lazard Asset Management
New York
$1.89M
XFP
58
Xena Financial Planning
Oregon
$1.82M
MWM
59
Modern Wealth Management
Kansas
$1.79M
WTC
60
WhitTier Trust Company
Nevada
$1.78M
SCM
61
Stonehearth Capital Management
Massachusetts
$1.76M
WA
62
Westfuller Advisors
New York
$1.65M
HPC
63
HM Payson & Co
Maine
$1.59M
TIAA Trust, National Association
64
TIAA Trust, National Association
North Carolina
$1.49M
WP
65
WealthShield Partners
North Carolina
$1.47M
PWMG
66
Pioneer Wealth Management Group
Texas
$1.46M
RWP
67
Revolve Wealth Partners
New Jersey
$1.46M
Pathstone Holdings
68
Pathstone Holdings
New Jersey
$1.45M
Mariner
69
Mariner
Kansas
$1.44M
SA
70
Stewardship Advisors
Pennsylvania
$1.4M
HighTower Advisors
71
HighTower Advisors
Illinois
$1.39M
BC
72
Brio Consultants
California
$1.32M
EFN
73
Equita Financial Network
Pennsylvania
$1.27M
OCM
74
One Capital Management
California
$1.25M
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$1.25M