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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

0.33% more ownership

Funds ownership: 75.42%75.74% (+0.33%)

3% less funds holding

Funds holding: 262253 (-9)

10% less capital invested

Capital invested by funds: $925M → $835M (-$89.4M)

11% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 99

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
-9
Holders Change %
-3.44%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
88
Reduced
99
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$634K -$2.03K -49 -0.3%
SOAG
102
Silver Oak Advisory Group
Oregon
$620K -$9.63K -232 -1%
MML Investors Services
103
MML Investors Services
Massachusetts
$620K +$266K +6,413 +66%
AAS
104
Avantax Advisory Services
Texas
$615K -$26.6K -641 -4%
BF
105
BOK Financial
Oklahoma
$610K +$29.5K +712 +5%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$608K -$6.35K -153 -1%
EA
107
Evolution Advisers
Virginia
$607K +$18.5K +445 +3%
TWM
108
TriaGen Wealth Management
California
$586K +$830 +20 +0.1%
EPW
109
Evergreen Private Wealth
Colorado
$586K +$539 +13 +0.1%
DE
110
Diversified Enterprises
Delaware
$584K +$131K +3,146 +26%
Goldman Sachs
111
Goldman Sachs
New York
$566K +$613K +14,764 New
P
112
&Partners
Tennessee
$562K +$23.9K +577 +4%
SWP
113
Stratos Wealth Partners
Ohio
$555K +$290 +7 +0%
CAM
114
Cresset Asset Management
Illinois
$552K
SDWMA
115
Schneider Downs Wealth Management Advisors
Pennsylvania
$550K +$41.2K +993 +7%
WLIM
116
White Lighthouse Investment Management
Massachusetts
$549K +$96.2K +2,317 +19%
BCI
117
Brinker Capital Investments
Pennsylvania
$545K -$65.1K -1,568 -10%
OPS
118
Orion Portfolio Solutions
Nebraska
$545K -$65.1K -1,568 -10%
DW
119
Dodds Wealth
Colorado
$527K +$30.4K +733 +6%
Betterment LLC
120
Betterment LLC
New York
$525K -$43.7K -1,054 -7%
BFA
121
Bragg Financial Advisors
North Carolina
$523K +$27.3K +657 +5%
BRIA
122
Balanced Rock Investment Advisors
Massachusetts
$523K -$21.5K -518 -4%
TWM
123
Tradition Wealth Management
Minnesota
$515K +$73.2K +1,764 +15%
DWM
124
Destination Wealth Management
California
$485K -$128K -3,075 -20%
SAS
125
Sage Advisory Services
Texas
$471K

NUSC Hedge Fund Activity: Q1 2025 in Review

253 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q1 2025, worth a combined $835M — down 9.7% from $925M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of NUSC and 16 opened new positions — a net loss of 7 holders — while 99 trimmed existing stakes and 88 added.

The largest buyer was Financial Connections Group, adding an estimated $3.52M. The largest seller was Bank of America, cutting an estimated $19.2M.

  • 253 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q1 2025, down from 262 in Q4 2024.
  • Funds reported $835M of Nuveen ESG Small-Cap ETF stock for Q1 2025, down 9.7% quarter-over-quarter.
  • 16 funds opened new Nuveen ESG Small-Cap ETF positions in Q1 2025 and 23 closed out, a net change of -7 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q1 2025 was Financial Connections Group, an estimated $3.52M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q1 2025 was Bank of America, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2025.