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Nuveen ESG Small-Cap ETF

259 hedge funds and large institutions have $1.03B invested in Nuveen ESG Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 20

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

10% more capital invested

Capital invested by funds: $936M → $1.03B (+$91.1M)

4% more funds holding

Funds holding: 248259 (+11)

3.79% more ownership

Funds ownership: 77.84%81.63% (+3.8%)

12% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 97

Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
35
Increased
85
Reduced
97
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
126
D.A. Davidson & Co
Montana
$487K -$19.1K -428 -4%
Franklin Resources
127
Franklin Resources
California
$466K
PAG
128
Private Advisor Group
New Jersey
$461K +$11.2K +251 +2%
CFG
129
Carr Financial Group
Massachusetts
$456K +$4.64K +104 +1%
SDWMA
130
Schneider Downs Wealth Management Advisors
Pennsylvania
$455K
CPIG
131
Chicago Partners Investment Group
Illinois
$454K +$16.5K +371 +4%
RZH
132
Relyea Zuckerberg Hanson
Connecticut
$450K -$33.2K -745 -7%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$444K -$113K -2,545 -20%
NI
134
Natural Investments
California
$434K +$433K +9,722 New
WETS
135
Wealth Enhancement Trust Services
South Dakota
$429K +$428K +9,608 New
CPP
136
Capasso Planning Partners
South Carolina
$423K -$21.3K -477 -5%
TCOT
137
Trust Company of Toledo
Ohio
$423K -$25.4K -570 -6%
MFS
138
McNamara Financial Services
Massachusetts
$416K -$91.8K -2,060 -18%
PSF
139
Pacific Sun Financial
California
$415K -$42.2K -946 -9%
MFA
140
McClarren Financial Advisors
Pennsylvania
$407K +$28.1K +630 +14%
MFG
141
Merit Financial Group
Georgia
$403K +$2.5K +56 +0.6%
RCA
142
Resonant Capital Advisors
Wisconsin
$401K +$535 +12 +0.1%
BRIA
143
Balanced Rock Investment Advisors
Massachusetts
$400K -$7.31K -164 -2%
AIM
144
Acropolis Investment Management
Missouri
$393K +$4.24K +95 +1%
IAG
145
Ipsen Advisor Group
Arkansas
$385K -$26.5K -595 -6%
MML Investors Services
146
MML Investors Services
Massachusetts
$381K +$11.4K +256 +3%
GKWIM
147
Gerber Kawasaki Wealth & Investment Management
California
$379K +$6.24K +140 +2%
PWM
148
Perigon Wealth Management
California
$377K -$2.9K -65 -0.8%
CMAI
149
Capital Management Associates Inc
Minnesota
$374K +$374K +8,386 New
NIWA
150
New Insight Wealth Advisors
California
$374K -$18.6K -418 -5%