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Nuveen ESG Small-Cap ETF

248 hedge funds and large institutions have $936M invested in Nuveen ESG Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 101 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

7% more capital invested

Capital invested by funds: $877M → $936M (+$58.3M)

3% more funds holding

Funds holding: 241248 (+7)

0.96% more ownership

Funds ownership: 76.88%77.84% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

28% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 101

Holders
248
Holders Change
+7
Holders Change %
+2.9%
% of All Funds
3.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
73
Reduced
101
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
Cresset Asset Management
Illinois
$635K
WLIM
102
White Lighthouse Investment Management
Massachusetts
$623K -$44.7K -1,050 -7%
P
103
&Partners
Tennessee
$623K -$3.7K -87 -0.6%
SWP
104
Stratos Wealth Partners
Ohio
$621K -$48.9K -1,150 -8%
CI
105
CX Institutional
Indiana
$600K +$115K +2,698 +25%
DWM
106
Destination Wealth Management
California
$583K
SAS
107
Sage Advisory Services
Texas
$572K -$5.32K -125 -1%
SC
108
Savant Capital
Illinois
$561K -$62.1K -1,460 -10%
FIM
109
Freedom Investment Management
Connecticut
$555K -$268K -6,300 -33%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$550K -$4.89K -115 -0.9%
TWM
111
Tradition Wealth Management
Minnesota
$546K -$978 -23 -0.2%
BCI
112
Brinker Capital Investments
Pennsylvania
$545K -$5.1K -120 -1%
EPW
113
Evergreen Private Wealth
Colorado
$539K -$39.3K -924 -7%
B
114
Bensler
Washington
$537K -$3.1K -73 -0.6%
AssetMark Inc
115
AssetMark Inc
California
$532K +$63.7K +1,499 +14%
MFS
116
McNamara Financial Services
Massachusetts
$502K
DADC
117
D.A. Davidson & Co
Montana
$500K -$5.4K -127 -1%
FWP
118
Falcon Wealth Planning
California
$496K +$97.9K +2,303 +26%
PAS
119
Park Avenue Securities
New York
$490K +$193K +4,543 +69%
VA
120
VestGen Advisors
Illinois
$485K +$105K +2,466 +29%
RZH
121
Relyea Zuckerberg Hanson
Connecticut
$477K
Franklin Resources
122
Franklin Resources
California
$460K
PSF
123
Pacific Sun Financial
California
$452K -$14.5K -340 -3%
SDWMA
124
Schneider Downs Wealth Management Advisors
Pennsylvania
$450K +$19.7K +463 +5%
CFG
125
Carr Financial Group
Massachusetts
$446K