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Nuveen ESG Small-Cap ETF

242 hedge funds and large institutions have $877M invested in Nuveen ESG Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 94 increasing their positions, 88 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-11
Holders Change %
-4.35%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
15
Increased
94
Reduced
88
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PSF
126
Pacific Sun Financial
California
$431K -$24.4K -600 -5%
AssetMark Inc
127
AssetMark Inc
California
$431K +$24.3K +596 +6%
Franklin Resources
128
Franklin Resources
California
$425K
MFG
129
Merit Financial Group
Georgia
$423K -$12K -295 -3%
CFG
130
Carr Financial Group
Massachusetts
$412K
AAS
131
Avantax Advisory Services
Texas
$411K -$242K -5,950 -37%
TCOT
132
Trust Company of Toledo
Ohio
$409K
IAG
133
Ipsen Advisor Group
Arkansas
$405K -$8.11K -199 -2%
PWM
134
Perigon Wealth Management
California
$399K +$140K +3,444 +54%
Citadel Advisors
135
Citadel Advisors
Florida
$397K -$291K -7,154 -42%
SDWMA
136
Schneider Downs Wealth Management Advisors
Pennsylvania
$397K -$188K -4,610 -32%
NIWA
137
New Insight Wealth Advisors
California
$394K -$25.4K -624 -6%
BRIA
138
Balanced Rock Investment Advisors
Massachusetts
$390K -$165K -4,061 -30%
CPIG
139
Chicago Partners Investment Group
Illinois
$389K -$10.3K -242 -3%
LA
140
LexAurum Advisors
Kansas
$385K +$29.2K +717 +8%
PAG
141
Private Advisor Group
New Jersey
$384K -$24.9K -611 -6%
MFA
142
McClarren Financial Advisors
Pennsylvania
$383K +$223K +5,483 +140%
Citigroup
143
Citigroup
New York
$372K +$39.1K +960 +12%
RCA
144
Resonant Capital Advisors
Wisconsin
$365K
FWP
145
Falcon Wealth Planning
California
$365K +$49.1K +1,204 +16%
AIM
146
Acropolis Investment Management
Missouri
$354K
VA
147
VestGen Advisors
Illinois
$351K -$15.2K -369 -4%
NI
148
Natural Investments
California
$348K +$23.9K +587 +7%
FOR
149
Family Office Research
Maryland
$340K
BDFN
150
Bond & Devick Financial Network
Minnesota
$337K