We are live on ! Find out more
NUSC icon

Nuveen ESG Small-Cap ETF

241 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 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

5% more capital invested

Capital invested by funds: $835M → $877M (+$42.2M)

1.14% more ownership

Funds ownership: 75.74%76.88% (+1.1%)

7% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 88

5% less funds holding

Funds holding: 253241 (-12)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

Holders
241
Holders Change
-12
Holders Change %
-4.74%
% of All Funds
3.17%
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
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSF
126
Pacific Sun Financial
California
$431K -$23.1K -600 -5%
AssetMark Inc
127
AssetMark Inc
California
$431K +$23K +596 +6%
Franklin Resources
128
Franklin Resources
California
$425K
MFG
129
Merit Financial Group
Georgia
$423K -$11.4K -295 -3%
CFG
130
Carr Financial Group
Massachusetts
$412K
AAS
131
Avantax Advisory Services
Texas
$411K -$229K -5,950 -37%
TCOT
132
Trust Company of Toledo
Ohio
$409K
IAG
133
Ipsen Advisor Group
Arkansas
$405K -$7.67K -199 -2%
PWM
134
Perigon Wealth Management
California
$399K +$133K +3,444 +54%
Citadel Advisors
135
Citadel Advisors
Florida
$397K -$276K -7,154 -42%
SDWMA
136
Schneider Downs Wealth Management Advisors
Pennsylvania
$397K -$178K -4,610 -32%
NIWA
137
New Insight Wealth Advisors
California
$394K -$24.1K -624 -6%
BRIA
138
Balanced Rock Investment Advisors
Massachusetts
$390K -$157K -4,061 -30%
CPIG
139
Chicago Partners Investment Group
Illinois
$389K -$9.33K -242 -3%
LA
140
LexAurum Advisors
Kansas
$385K +$27.6K +717 +8%
PAG
141
Private Advisor Group
New Jersey
$384K -$23.5K -611 -6%
MFA
142
McClarren Financial Advisors
Pennsylvania
$383K +$211K +5,483 +140%
Citigroup
143
Citigroup
New York
$372K +$37K +960 +12%
RCA
144
Resonant Capital Advisors
Wisconsin
$365K
FWP
145
Falcon Wealth Planning
California
$365K +$46.4K +1,204 +16%
AIM
146
Acropolis Investment Management
Missouri
$354K
VA
147
VestGen Advisors
Illinois
$351K -$14.2K -369 -4%
NI
148
Natural Investments
California
$348K +$22.6K +587 +7%
FOR
149
Family Office Research
Maryland
$340K
BDFN
150
Bond & Devick Financial Network
Minnesota
$337K

NUSC Hedge Fund Activity: Q2 2025 in Review

241 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q2 2025, worth a combined $877M — up 5.1% from $835M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of NUSC and 15 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 94 added.

The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $4.14M. The largest seller was Bank of America, cutting an estimated $7.57M.

  • 241 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q2 2025, down from 253 in Q1 2025.
  • Funds reported $877M of Nuveen ESG Small-Cap ETF stock for Q2 2025, up 5.1% quarter-over-quarter.
  • 15 funds opened new Nuveen ESG Small-Cap ETF positions in Q2 2025 and 22 closed out, a net change of -7 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q2 2025 was Coldstream Capital Management, an estimated $4.14M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q2 2025 was Bank of America, an estimated $7.57M sold.

Based on aggregated 13F filings for Q2 2025.