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Nuveen ESG Small-Cap ETF

242 hedge funds and large institutions have $928M invested in Nuveen ESG Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 99 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)

29% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 99

Holders
242
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
PI
151
PFG Investments
New York
$324K
PSCM
152
Per Stirling Capital Management
Texas
$323K
PA
153
PFG Advisors
Arizona
$322K
SPL
154
Smart Portfolios LLC
Washington
$317K
SFG
155
Sage Financial Group
Pennsylvania
$314K
MSWA
156
Marshall & Sterling Wealth Advisors
New York
$314K
BBW
157
Blue Barn Wealth
Utah
$311K
SWA
158
SOA Wealth Advisors
New York
$309K
TC
159
Trust Company
Kansas
$308K
KLI
160
Kelman-Lazarov Inc
Tennessee
$269K
AA
161
Advisory Alpha
Michigan
$268K
CRFG
162
Columbia River Financial Group
Washington
$262K
FA
163
Flagstar Advisors
New York
$253K
ML
164
McAdam LLC
Pennsylvania
$248K
CA
165
Capital Advantage
California
$241K
SFM
166
Signet Financial Management
New Jersey
$237K
SFG
167
Stonebridge Financial Group
Pennsylvania
$233K
BFS
168
BridgePort Financial Solutions
Iowa
$233K
LFG
169
Larson Financial Group
Missouri
$231K
SWA
170
Sax Wealth Advisors
New Jersey
$231K
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$229K
CA
172
CWC Advisors
Oregon
$227K
AF
173
Arrow Financial
New York
$227K
ACP
174
Argyle Capital Partners
California
$227K
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$223K