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Nuveen ESG Small-Cap ETF

246 hedge funds and large institutions have $935M invested in Nuveen ESG Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 101 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

30% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 101

Holders
246
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$20.1M
2 -$6.24M
3 -$4.39M
4
UBS Group
UBS Group
Switzerland
-$3.63M
5
Morgan Stanley
Morgan Stanley
New York
-$3M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
76
Advisory Services Network
Georgia
$989K
Osaic Holdings
77
Osaic Holdings
Arizona
$981K
BC
78
Brio Consultants
California
$958K
Betterment LLC
79
Betterment LLC
New York
$955K
VAS
80
Vestmark Advisory Solutions
Massachusetts
$939K
EFN
81
Equita Financial Network
Pennsylvania
$927K
UB
82
UMB Bank
Missouri
$926K
OAM
83
Oppenheimer Asset Management
New York
$918K
DE
84
Diversified Enterprises
Delaware
$909K
OCM
85
One Capital Management
California
$882K
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$878K
SIA
87
SGL Investment Advisors
Montana
$878K
RFA
88
RTD Financial Advisors
Pennsylvania
$847K
SOAG
89
Silver Oak Advisory Group
Oregon
$820K
RW
90
RVW Wealth
California
$816K
MT
91
Midwest Trust
Kansas
$736K
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$732K
MA
93
Mutual Advisors
Nebraska
$727K
PPA
94
Painted Porch Advisors
California
$716K
BF
95
BOK Financial
Oklahoma
$693K
TWM
96
TriaGen Wealth Management
California
$676K
BFA
97
Bragg Financial Advisors
North Carolina
$661K
SRB
98
Shotwell Rutter Baer
Michigan
$650K
LWP
99
Laurel Wealth Planning
Minnesota
$649K
CAM
100
Cresset Asset Management
Illinois
$635K