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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
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$634K
SOAG
102
Silver Oak Advisory Group
Oregon
$620K
MML Investors Services
103
MML Investors Services
Massachusetts
$620K
AAS
104
Avantax Advisory Services
Texas
$615K
BF
105
BOK Financial
Oklahoma
$610K
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$608K
EA
107
Evolution Advisers
Virginia
$607K
TWM
108
TriaGen Wealth Management
California
$586K
EPW
109
Evergreen Private Wealth
Colorado
$586K
DE
110
Diversified Enterprises
Delaware
$584K
Goldman Sachs
111
Goldman Sachs
New York
$566K
P
112
&Partners
Tennessee
$562K
SWP
113
Stratos Wealth Partners
Ohio
$555K
CAM
114
Cresset Asset Management
Illinois
$552K
SDWMA
115
Schneider Downs Wealth Management Advisors
Pennsylvania
$550K
WLIM
116
White Lighthouse Investment Management
Massachusetts
$549K
OPS
117
Orion Portfolio Solutions
Nebraska
$545K
BCI
118
Brinker Capital Investments
Pennsylvania
$545K
DW
119
Dodds Wealth
Colorado
$527K
Betterment LLC
120
Betterment LLC
New York
$525K
BFA
121
Bragg Financial Advisors
North Carolina
$523K
BRIA
122
Balanced Rock Investment Advisors
Massachusetts
$523K
TWM
123
Tradition Wealth Management
Minnesota
$515K
DWM
124
Destination Wealth Management
California
$485K
SAS
125
Sage Advisory Services
Texas
$471K