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Nuveen ESG Small-Cap ETF

242 hedge funds and large institutions have $928M invested in Nuveen ESG Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 99 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: 70 | Existing positions reduced: 99

Holders
242
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 -$20.1M
2 -$6.24M
3 -$4.39M
4
UBS Group
UBS Group
Switzerland
-$3.63M
5
Morgan Stanley
Morgan Stanley
New York
-$3M
Name Holding Trade Value Shares
Change
Change in
Stake
CPP
126
Capasso Planning Partners
South Carolina
$439K
LA
127
LexAurum Advisors
Kansas
$436K
CPIG
128
Chicago Partners Investment Group
Illinois
$415K
IAG
129
Ipsen Advisor Group
Arkansas
$407K
BRIA
130
Balanced Rock Investment Advisors
Massachusetts
$402K
MFA
131
McClarren Financial Advisors
Pennsylvania
$398K
FNC
132
First National Corp
Massachusetts
$398K
RCA
133
Resonant Capital Advisors
Wisconsin
$396K
MFG
134
Merit Financial Group
Georgia
$395K
NIWA
135
New Insight Wealth Advisors
California
$388K
CFS
136
CGC Financial Services
Oregon
$381K
KAS
137
Kestra Advisory Services
Texas
$378K
PWM
138
Perigon Wealth Management
California
$376K
GKWIM
139
Gerber Kawasaki Wealth & Investment Management
California
$368K
MML Investors Services
140
MML Investors Services
Massachusetts
$365K
AWM
141
Apollon Wealth Management
South Carolina
$365K
IWC
142
Integrated Wealth Concepts
Massachusetts
$363K
MCM
143
MAI Capital Management
Ohio
$363K
SCM
144
Stordahl Capital Management
Colorado
$363K
AIM
145
Acropolis Investment Management
Missouri
$354K
WB
146
West Bancorporation
Iowa
$352K
CAG
147
Curtis Advisory Group
California
$347K
BDFN
148
Bond & Devick Financial Network
Minnesota
$344K
VAF
149
Values Added Financial
District of Columbia
$336K
HI
150
Harrington Investments
California
$331K