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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
WLIM
101
White Lighthouse Investment Management
Massachusetts
$623K
P
102
&Partners
Tennessee
$623K
SWP
103
Stratos Wealth Partners
Ohio
$621K
CI
104
CX Institutional
Indiana
$600K
DWM
105
Destination Wealth Management
California
$583K
SAS
106
Sage Advisory Services
Texas
$572K
SC
107
Savant Capital
Illinois
$561K
FIM
108
Freedom Investment Management
Connecticut
$555K
Baird Financial Group
109
Baird Financial Group
Wisconsin
$550K
TWM
110
Tradition Wealth Management
Minnesota
$546K
BCI
111
Brinker Capital Investments
Pennsylvania
$545K
EPW
112
Evergreen Private Wealth
Colorado
$539K
B
113
Bensler
Washington
$537K
AssetMark Inc
114
AssetMark Inc
California
$532K
MFS
115
McNamara Financial Services
Massachusetts
$502K
DADC
116
D.A. Davidson & Co
Montana
$500K
FWP
117
Falcon Wealth Planning
California
$496K
PAS
118
Park Avenue Securities
New York
$490K
VA
119
VestGen Advisors
Illinois
$485K
RZH
120
Relyea Zuckerberg Hanson
Connecticut
$477K
Franklin Resources
121
Franklin Resources
California
$460K
PSF
122
Pacific Sun Financial
California
$452K
SDWMA
123
Schneider Downs Wealth Management Advisors
Pennsylvania
$450K
CFG
124
Carr Financial Group
Massachusetts
$446K
Natixis Advisors
125
Natixis Advisors
Massachusetts
$445K