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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
PWM
151
Perigon Wealth Management
California
$375K
MCM
152
MAI Capital Management
Ohio
$372K
CPC
153
Consolidated Planning Corp
Georgia
$367K
WB
154
West Bancorporation
Iowa
$360K
KFAA
155
Klaas Financial Asset Advisors
Illinois
$358K
CAG
156
Curtis Advisory Group
California
$355K
SCM
157
Stordahl Capital Management
Colorado
$354K
MFG
158
Merit Financial Group
Georgia
$346K
BDFN
159
Bond & Devick Financial Network
Minnesota
$345K
NIWA
160
New Insight Wealth Advisors
California
$345K
CFS
161
CGC Financial Services
Oregon
$333K
SPL
162
Smart Portfolios LLC
Washington
$333K
VAF
163
Values Added Financial
District of Columbia
$332K
LA
164
LexAurum Advisors
Kansas
$330K
CA
165
Capital Advantage
California
$327K
SFG
166
Sage Financial Group
Pennsylvania
$321K
HI
167
Harrington Investments
California
$320K
LW
168
Livet Wealth
Utah
$319K
TC
169
Trust Company
Kansas
$319K
PA
170
PFG Advisors
Arizona
$316K
MSWA
171
Marshall & Sterling Wealth Advisors
New York
$313K
MML Investors Services
172
MML Investors Services
Massachusetts
$301K
PA
173
PW Advisors
Florida
$288K
FFA
174
Farther Finance Advisors
California
$277K
KLI
175
Kelman-Lazarov Inc
Tennessee
$275K