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Nuveen ESG Small-Cap ETF

265 hedge funds and large institutions have $950M invested in Nuveen ESG Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 96 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
126
Park Avenue Securities
New York
$491K
FWP
127
Falcon Wealth Planning
California
$477K
SDWMA
128
Schneider Downs Wealth Management Advisors
Pennsylvania
$472K
Franklin Resources
129
Franklin Resources
California
$470K
DAS
130
Dynamic Advisor Solutions
Arizona
$461K
CFG
131
Carr Financial Group
Massachusetts
$460K
NI
132
Natural Investments
California
$457K
RZH
133
Relyea Zuckerberg Hanson
Connecticut
$454K
WETS
134
Wealth Enhancement Trust Services
South Dakota
$442K
AWM
135
Apollon Wealth Management
South Carolina
$435K
VAS
136
Vestmark Advisory Solutions
Massachusetts
$432K
IWC
137
Integrated Wealth Concepts
Massachusetts
$432K
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$428K
TCOT
139
Trust Company of Toledo
Ohio
$427K
CPIG
140
Chicago Partners Investment Group
Illinois
$425K
MFS
141
McNamara Financial Services
Massachusetts
$414K
MFA
142
McClarren Financial Advisors
Pennsylvania
$411K
AB
143
ANB Bank
Colorado
$407K
RCA
144
Resonant Capital Advisors
Wisconsin
$403K
CPP
145
Capasso Planning Partners
South Carolina
$397K
AIM
146
Acropolis Investment Management
Missouri
$392K
BRIA
147
Balanced Rock Investment Advisors
Massachusetts
$387K
PSF
148
Pacific Sun Financial
California
$385K
CMAI
149
Capital Management Associates Inc
Minnesota
$378K
GKWIM
150
Gerber Kawasaki Wealth & Investment Management
California
$376K