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Nuveen ESG Small-Cap ETF

265 hedge funds and large institutions have $952M invested in Nuveen ESG Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 96 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

2% more funds holding

Funds holding: 259265 (+6)

0.28% more ownership

Funds ownership: 81.63%81.91% (+0.28%)

7% less capital invested

Capital invested by funds: $1.03B → $952M (-$74.3M)

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
+6
Holders Change %
+2.32%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
26
Increased
85
Reduced
96
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$1.25M -$7.29K -156 -0.6%
Goldman Sachs
77
Goldman Sachs
New York
$1.23M +$1.28M +27,398 New
EH
78
Equitable Holdings
New York
$1.19M -$60.1K -1,286 -5%
WCFA
79
Walkner Condon Financial Advisors
Wisconsin
$1.18M +$28.8K +617 +2%
LEA
80
Legacy Edge Advisors
New York
$1.14M +$225K +4,827 +24%
SIA
81
SGL Investment Advisors
Montana
$1.12M +$104K +2,220 +11%
Citadel Advisors
82
Citadel Advisors
Florida
$1.08M +$1.12M +24,008 New
NCM
83
Neumann Capital Management
California
$1.06M -$4.67K -100 -0.4%
NF
84
Napier Financial
Massachusetts
$1.03M +$1.07M +22,931 New
DE
85
Diversified Enterprises
Delaware
$1M +$87.8K +1,881 +9%
HI
86
Harbour Investments
Wisconsin
$992K -$247K -5,292 -19%
OAM
87
Oppenheimer Asset Management
New York
$985K +$51.5K +1,102 +5%
UB
88
UMB Bank
Missouri
$955K +$11.5K +246 +1%
Betterment LLC
89
Betterment LLC
New York
$945K -$6.91K -148 -0.7%
GM
90
GeoWealth Management
Illinois
$921K -$155K -3,313 -14%
EA
91
Evolution Advisers
Virginia
$911K +$196K +4,191 +26%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$905K +$109K +2,330 +13%
SOAG
93
Silver Oak Advisory Group
Oregon
$875K -$72.6K -1,554 -7%
VC
94
Vicus Capital
Pennsylvania
$857K -$72.1K -1,543 -8%
RFA
95
RTD Financial Advisors
Pennsylvania
$856K +$65.4K +1,400 +8%
AA
96
Addison Advisors
Vermont
$840K -$183K -3,920 -17%
RW
97
RVW Wealth
California
$827K -$1.4K -30 -0.2%
IAA
98
Independent Advisor Alliance
North Carolina
$802K +$831K +17,797 New
PI
99
PFG Investments
New York
$795K +$479K +10,257 +139%
P
100
&Partners
Tennessee
$760K -$25.7K -550 -3%