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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
Pathstone Holdings
76
Pathstone Holdings
New Jersey
$1.06M
FCI
77
Financial Counselors Inc
Kansas
$1.06M
EFN
78
Equita Financial Network
Pennsylvania
$1.04M
Mariner
79
Mariner
Kansas
$980K
TRCT
80
Tower Research Capital (TRC)
New York
$965K
UFA
81
US Financial Advisors
Massachusetts
$889K
NCM
82
Neumann Capital Management
California
$873K
ASN
83
Advisory Services Network
Georgia
$872K
OCM
84
One Capital Management
California
$866K
AA
85
Addison Advisors
Vermont
$865K
VAS
86
Vestmark Advisory Solutions
Massachusetts
$806K
FIM
87
Freedom Investment Management
Connecticut
$801K
OAM
88
Oppenheimer Asset Management
New York
$781K
RZH
89
Relyea Zuckerberg Hanson
Connecticut
$762K
SC
90
Savant Capital
Illinois
$749K
UB
91
UMB Bank
Missouri
$737K
RW
92
RVW Wealth
California
$725K
Osaic Holdings
93
Osaic Holdings
Arizona
$721K
WCFA
94
Walkner Condon Financial Advisors
Wisconsin
$720K
SIA
95
SGL Investment Advisors
Montana
$715K
PPA
96
Painted Porch Advisors
California
$696K
RFA
97
RTD Financial Advisors
Pennsylvania
$662K
LWP
98
Laurel Wealth Planning
Minnesota
$657K
Citadel Advisors
99
Citadel Advisors
Florida
$648K
MA
100
Mutual Advisors
Nebraska
$645K