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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
PAS
126
Park Avenue Securities
New York
$491K +$509K +10,906 New
FWP
127
Falcon Wealth Planning
California
$477K -$30K -642 -6%
SDWMA
128
Schneider Downs Wealth Management Advisors
Pennsylvania
$472K +$13.3K +284 +3%
Franklin Resources
129
Franklin Resources
California
$470K
DAS
130
Dynamic Advisor Solutions
Arizona
$461K -$248K -5,317 -34%
CFG
131
Carr Financial Group
Massachusetts
$460K
NI
132
Natural Investments
California
$457K +$19.8K +425 +4%
RZH
133
Relyea Zuckerberg Hanson
Connecticut
$454K
WETS
134
Wealth Enhancement Trust Services
South Dakota
$442K +$9.81K +210 +2%
AWM
135
Apollon Wealth Management
South Carolina
$435K +$72.6K +1,555 +19%
VAS
136
Vestmark Advisory Solutions
Massachusetts
$432K -$459K -9,835 -51%
IWC
137
Integrated Wealth Concepts
Massachusetts
$432K +$170K +3,647 +62%
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$428K -$297K -6,353 -40%
TCOT
139
Trust Company of Toledo
Ohio
$427K
CPIG
140
Chicago Partners Investment Group
Illinois
$425K -$40.3K -863 -9%
MFS
141
McNamara Financial Services
Massachusetts
$414K -$5.84K -125 -1%
MFA
142
McClarren Financial Advisors
Pennsylvania
$411K +$190K +4,071 +81%
AB
143
ANB Bank
Colorado
$407K +$422K +9,030 New
RCA
144
Resonant Capital Advisors
Wisconsin
$403K -$2.15K -46 -0.5%
CPP
145
Capasso Planning Partners
South Carolina
$397K -$31K -664 -7%
AIM
146
Acropolis Investment Management
Missouri
$392K -$4.44K -95 -1%
BRIA
147
Balanced Rock Investment Advisors
Massachusetts
$387K -$16.7K -358 -4%
PSF
148
Pacific Sun Financial
California
$385K -$34.8K -745 -8%
CMAI
149
Capital Management Associates Inc
Minnesota
$378K
GKWIM
150
Gerber Kawasaki Wealth & Investment Management
California
$376K -$7K -150 -2%