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Nuveen ESG Small-Cap ETF

265 hedge funds and large institutions have $952M invested in Nuveen ESG Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 96 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

2% more funds holding

Funds holding: 259265 (+6)

0.28% more ownership

Funds ownership: 81.63%81.91% (+0.28%)

7% less capital invested

Capital invested by funds: $1.03B → $952M (-$74.3M)

11% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 96

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
26
Increased
85
Reduced
96
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MT
101
Midwest Trust
Kansas
$753K
BFA
102
Bragg Financial Advisors
North Carolina
$737K +$41.8K +896 +6%
WLIM
103
White Lighthouse Investment Management
Massachusetts
$721K +$2.33K +50 +0.3%
BF
104
BOK Financial
Oklahoma
$708K +$1.03K +22 +0.1%
CI
105
CX Institutional
Indiana
$706K -$17.4K -372 -2%
MA
106
Mutual Advisors
Nebraska
$701K -$6.21K -133 -0.8%
AF
107
Affiance Financial
Minnesota
$695K +$720K +15,419 New
Osaic Holdings
108
Osaic Holdings
Arizona
$686K -$192K -4,121 -21%
PAG
109
Private Advisor Group
New Jersey
$683K +$226K +4,832 +47%
SWM
110
SK Wealth Management
Rhode Island
$671K -$43K -921 -6%
TWM
111
TriaGen Wealth Management
California
$652K -$39.6K -849 -6%
MWM
112
McCartney Wealth Management
Missouri
$651K +$234 +5 +0%
SRB
113
Shotwell Rutter Baer
Michigan
$649K -$1.07K -23 -0.2%
B
114
Bensler
Washington
$648K +$100K +2,148 +18%
SWP
115
Stratos Wealth Partners
Ohio
$635K
Natixis Advisors
116
Natixis Advisors
Massachusetts
$632K +$58.3K +1,248 +10%
CAM
117
Cresset Asset Management
Illinois
$615K
LWP
118
Laurel Wealth Planning
Minnesota
$612K -$25.4K -543 -4%
DWM
119
Destination Wealth Management
California
$604K
TWM
120
Tradition Wealth Management
Minnesota
$557K -$4.3K -92 -0.7%
SC
121
Savant Capital
Illinois
$547K
PPA
122
Painted Porch Advisors
California
$524K -$80.4K -1,722 -13%
GSEP
123
Golden State Equity Partners
California
$514K +$172K +3,683 +48%
DADC
124
D.A. Davidson & Co
Montana
$494K +$2.71K +58 +0.5%
BCI
125
Brinker Capital Investments
Pennsylvania
$492K -$69.7K -1,492 -12%