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Nuveen ESG Small-Cap ETF

247 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, 72 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)

29% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 101

Holders
247
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 -$19.4M
2 -$6.02M
3 -$4.39M
4
UBS Group
UBS Group
Switzerland
-$3.5M
5
Morgan Stanley
Morgan Stanley
New York
-$2.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
Cresset Asset Management
Illinois
$635K
WLIM
102
White Lighthouse Investment Management
Massachusetts
$623K
P
103
&Partners
Tennessee
$623K
SWP
104
Stratos Wealth Partners
Ohio
$621K
CI
105
CX Institutional
Indiana
$600K
DWM
106
Destination Wealth Management
California
$583K
SAS
107
Sage Advisory Services
Texas
$572K
SC
108
Savant Capital
Illinois
$561K
FIM
109
Freedom Investment Management
Connecticut
$555K
Baird Financial Group
110
Baird Financial Group
Wisconsin
$550K
TWM
111
Tradition Wealth Management
Minnesota
$546K
BCI
112
Brinker Capital Investments
Pennsylvania
$545K
EPW
113
Evergreen Private Wealth
Colorado
$539K
B
114
Bensler
Washington
$537K
AssetMark Inc
115
AssetMark Inc
California
$532K
MFS
116
McNamara Financial Services
Massachusetts
$502K
DADC
117
D.A. Davidson & Co
Montana
$500K
FWP
118
Falcon Wealth Planning
California
$496K
PAS
119
Park Avenue Securities
New York
$490K
VA
120
VestGen Advisors
Illinois
$485K
RZH
121
Relyea Zuckerberg Hanson
Connecticut
$477K
Franklin Resources
122
Franklin Resources
California
$460K
PSF
123
Pacific Sun Financial
California
$452K
SDWMA
124
Schneider Downs Wealth Management Advisors
Pennsylvania
$450K
CFG
125
Carr Financial Group
Massachusetts
$446K