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Nuveen ESG Small-Cap ETF

241 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 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

5% more capital invested

Capital invested by funds: $835M → $877M (+$42.2M)

1.14% more ownership

Funds ownership: 75.74%76.88% (+1.1%)

7% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 88

5% less funds holding

Funds holding: 253241 (-12)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

Holders
241
Holders Change
-12
Holders Change %
-4.74%
% of All Funds
3.17%
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
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
101
MML Investors Services
Massachusetts
$632K -$25.4K -658 -4%
TWM
102
TriaGen Wealth Management
California
$624K +$1.08K +28 +0.2%
SWP
103
Stratos Wealth Partners
Ohio
$621K +$29.4K +764 +5%
WLIM
104
White Lighthouse Investment Management
Massachusetts
$618K +$33.5K +870 +6%
LWP
105
Laurel Wealth Planning
Minnesota
$612K -$81K -2,102 -12%
BFA
106
Bragg Financial Advisors
North Carolina
$598K +$40.2K +1,044 +8%
CAM
107
Cresset Asset Management
Illinois
$587K
P
108
&Partners
Tennessee
$579K -$14.8K -383 -3%
SC
109
Savant Capital
Illinois
$578K -$206K -5,357 -27%
SRB
110
Shotwell Rutter Baer
Michigan
$552K +$11.6K +300 +2%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$542K -$1.76M -45,565 -77%
DWM
112
Destination Wealth Management
California
$539K +$21.9K +569 +4%
EPW
113
Evergreen Private Wealth
Colorado
$536K -$82.1K -2,129 -14%
SAS
114
Sage Advisory Services
Texas
$533K +$31.1K +807 +7%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$513K +$30.3K +787 +7%
Bessemer Group
116
Bessemer Group
New Jersey
$512K +$379K +9,838 +361%
BCI
117
Brinker Capital Investments
Pennsylvania
$508K -$66.7K -1,731 -12%
TWM
118
Tradition Wealth Management
Minnesota
$505K -$40.1K -1,040 -8%
B
119
Bensler
Washington
$499K +$53K +1,376 +13%
MM
120
Morangie Management
Florida
$493K
DADC
121
D.A. Davidson & Co
Montana
$467K +$54.7K +1,418 +14%
MFS
122
McNamara Financial Services
Massachusetts
$464K +$65.2K +1,692 +17%
CPP
123
Capasso Planning Partners
South Carolina
$457K +$22.2K +577 +5%
CI
124
CX Institutional
Indiana
$444K -$22.4K -581 -5%
RZH
125
Relyea Zuckerberg Hanson
Connecticut
$441K -$349K -9,062 -46%

NUSC Hedge Fund Activity: Q2 2025 in Review

241 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q2 2025, worth a combined $877M — up 5.1% from $835M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of NUSC and 15 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 94 added.

The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $4.14M. The largest seller was Bank of America, cutting an estimated $7.57M.

  • 241 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q2 2025, down from 253 in Q1 2025.
  • Funds reported $877M of Nuveen ESG Small-Cap ETF stock for Q2 2025, up 5.1% quarter-over-quarter.
  • 15 funds opened new Nuveen ESG Small-Cap ETF positions in Q2 2025 and 22 closed out, a net change of -7 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q2 2025 was Coldstream Capital Management, an estimated $4.14M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q2 2025 was Bank of America, an estimated $7.57M sold.

Based on aggregated 13F filings for Q2 2025.