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Nuveen ESG Small-Cap ETF

246 hedge funds and large institutions have $935M invested in Nuveen ESG Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 101 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)

30% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 101

Holders
246
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
PAG
126
Private Advisor Group
New Jersey
$445K
TCOT
127
Trust Company of Toledo
Ohio
$443K
CPP
128
Capasso Planning Partners
South Carolina
$439K
LA
129
LexAurum Advisors
Kansas
$436K
CPIG
130
Chicago Partners Investment Group
Illinois
$415K
IAG
131
Ipsen Advisor Group
Arkansas
$407K
BRIA
132
Balanced Rock Investment Advisors
Massachusetts
$402K
MFA
133
McClarren Financial Advisors
Pennsylvania
$398K
FNC
134
First National Corp
Massachusetts
$398K
RCA
135
Resonant Capital Advisors
Wisconsin
$396K
MFG
136
Merit Financial Group
Georgia
$395K
NIWA
137
New Insight Wealth Advisors
California
$388K
CFS
138
CGC Financial Services
Oregon
$381K
KAS
139
Kestra Advisory Services
Texas
$378K
PWM
140
Perigon Wealth Management
California
$376K
GKWIM
141
Gerber Kawasaki Wealth & Investment Management
California
$368K
MML Investors Services
142
MML Investors Services
Massachusetts
$365K
AWM
143
Apollon Wealth Management
South Carolina
$365K
IWC
144
Integrated Wealth Concepts
Massachusetts
$363K
MCM
145
MAI Capital Management
Ohio
$363K
SCM
146
Stordahl Capital Management
Colorado
$363K
AIM
147
Acropolis Investment Management
Missouri
$354K
WB
148
West Bancorporation
Iowa
$352K
CAG
149
Curtis Advisory Group
California
$347K
BDFN
150
Bond & Devick Financial Network
Minnesota
$344K