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Nuveen ESG Small-Cap ETF

242 hedge funds and large institutions have $877M invested in Nuveen ESG Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 94 increasing their positions, 88 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-11
Holders Change %
-4.35%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
15
Increased
94
Reduced
88
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
101
MML Investors Services
Massachusetts
$632K -$26.8K -658 -4%
TWM
102
TriaGen Wealth Management
California
$624K +$1.14K +28 +0.2%
SWP
103
Stratos Wealth Partners
Ohio
$621K +$31.1K +764 +5%
WLIM
104
White Lighthouse Investment Management
Massachusetts
$618K +$35.4K +870 +6%
LWP
105
Laurel Wealth Planning
Minnesota
$612K -$85.6K -2,102 -12%
BFA
106
Bragg Financial Advisors
North Carolina
$598K +$42.5K +1,044 +8%
CAM
107
Cresset Asset Management
Illinois
$587K
P
108
&Partners
Tennessee
$579K -$15.6K -383 -3%
SC
109
Savant Capital
Illinois
$578K -$218K -5,357 -27%
SRB
110
Shotwell Rutter Baer
Michigan
$552K +$12.6K +300 +2%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$542K -$1.86M -45,565 -77%
DWM
112
Destination Wealth Management
California
$539K +$23.2K +569 +4%
EPW
113
Evergreen Private Wealth
Colorado
$536K -$86.7K -2,129 -14%
SAS
114
Sage Advisory Services
Texas
$533K +$32.8K +807 +7%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$513K +$32.1K +787 +7%
Bessemer Group
116
Bessemer Group
New Jersey
$512K +$401K +9,838 +361%
BCI
117
Brinker Capital Investments
Pennsylvania
$508K -$70.5K -1,731 -12%
TWM
118
Tradition Wealth Management
Minnesota
$505K -$42.4K -1,040 -8%
B
119
Bensler
Washington
$499K +$56.1K +1,376 +13%
MM
120
Morangie Management
Florida
$493K
DADC
121
D.A. Davidson & Co
Montana
$467K +$57.8K +1,418 +14%
MFS
122
McNamara Financial Services
Massachusetts
$464K +$68.9K +1,692 +17%
CPP
123
Capasso Planning Partners
South Carolina
$457K +$23.5K +577 +5%
CI
124
CX Institutional
Indiana
$444K -$23.6K -581 -5%
RZH
125
Relyea Zuckerberg Hanson
Connecticut
$441K -$369K -9,062 -46%