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Nuveen ESG Small-Cap ETF

253 hedge funds and large institutions have $835M invested in Nuveen ESG Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 88 increasing their positions, 99 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
VA
151
VestGen Advisors
Illinois
$341K
AP
152
Adero Partners
California
$338K
LA
153
LexAurum Advisors
Kansas
$335K
AIM
154
Acropolis Investment Management
Missouri
$334K
MSWA
155
Marshall & Sterling Wealth Advisors
New York
$326K
PI
156
PFG Investments
New York
$323K
FOR
157
Family Office Research
Maryland
$320K
BDFN
158
Bond & Devick Financial Network
Minnesota
$317K
SWA
159
Sax Wealth Advisors
New Jersey
$315K
Citigroup
160
Citigroup
New York
$313K
SCM
161
Stordahl Capital Management
Colorado
$308K
NI
162
Natural Investments
California
$305K
GKWIM
163
Gerber Kawasaki Wealth & Investment Management
California
$298K
LFG
164
Larson Financial Group
Missouri
$297K
CA
165
Capital Advantage
California
$297K
FWP
166
Falcon Wealth Planning
California
$297K
FNC
167
First National Corp
Massachusetts
$291K
HI
168
Harrington Investments
California
$288K
EWA
169
EP Wealth Advisors
California
$285K
PAS
170
Park Avenue Securities
New York
$283K
EC
171
Estate Counselors
Wisconsin
$279K
PA
172
PFG Advisors
Arizona
$276K
SFG
173
Sage Financial Group
Pennsylvania
$273K
PSCM
174
Per Stirling Capital Management
Texas
$272K
BBW
175
Blue Barn Wealth
Utah
$271K