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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

0.33% more ownership

Funds ownership: 75.42%75.74% (+0.33%)

3% less funds holding

Funds holding: 262253 (-9)

10% less capital invested

Capital invested by funds: $925M → $835M (-$89.4M)

11% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 99

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
-9
Holders Change %
-3.44%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
88
Reduced
99
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
151
VestGen Advisors
Illinois
$341K +$369K +8,895 New
AP
152
Adero Partners
California
$338K
LA
153
LexAurum Advisors
Kansas
$335K +$19.3K +464 +6%
AIM
154
Acropolis Investment Management
Missouri
$334K
MSWA
155
Marshall & Sterling Wealth Advisors
New York
$326K -$70.1K -1,689 -17%
PI
156
PFG Investments
New York
$323K +$37.8K +912 +12%
FOR
157
Family Office Research
Maryland
$320K
BDFN
158
Bond & Devick Financial Network
Minnesota
$317K -$32.2K -775 -9%
SWA
159
Sax Wealth Advisors
New Jersey
$315K -$44.9K -1,083 -12%
Citigroup
160
Citigroup
New York
$313K -$22.7K -548 -6%
SCM
161
Stordahl Capital Management
Colorado
$308K +$2.61K +63 +0.8%
NI
162
Natural Investments
California
$305K -$46.6K -1,123 -12%
GKWIM
163
Gerber Kawasaki Wealth & Investment Management
California
$298K -$11.9K -286 -4%
LFG
164
Larson Financial Group
Missouri
$297K -$62.1K -1,496 -16%
CA
165
Capital Advantage
California
$297K
FWP
166
Falcon Wealth Planning
California
$297K +$322K +7,748 New
FNC
167
First National Corp
Massachusetts
$291K +$7.97K +192 +3%
HI
168
Harrington Investments
California
$288K -$10.4K -250 -3%
EWA
169
EP Wealth Advisors
California
$285K +$5.06K +122 +2%
PAS
170
Park Avenue Securities
New York
$283K -$29.6K -714 -9%
EC
171
Estate Counselors
Wisconsin
$279K +$41.7K +1,005 +16%
PA
172
PFG Advisors
Arizona
$276K +$45.6K +1,099 +18%
SFG
173
Sage Financial Group
Pennsylvania
$273K
PSCM
174
Per Stirling Capital Management
Texas
$272K -$63.8K -1,537 -18%
BBW
175
Blue Barn Wealth
Utah
$271K -$17.4K -419 -6%

NUSC Hedge Fund Activity: Q1 2025 in Review

253 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q1 2025, worth a combined $835M — down 9.7% from $925M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of NUSC and 16 opened new positions — a net loss of 7 holders — while 99 trimmed existing stakes and 88 added.

The largest buyer was Financial Connections Group, adding an estimated $3.52M. The largest seller was Bank of America, cutting an estimated $19.2M.

  • 253 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q1 2025, down from 262 in Q4 2024.
  • Funds reported $835M of Nuveen ESG Small-Cap ETF stock for Q1 2025, down 9.7% quarter-over-quarter.
  • 16 funds opened new Nuveen ESG Small-Cap ETF positions in Q1 2025 and 23 closed out, a net change of -7 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q1 2025 was Financial Connections Group, an estimated $3.52M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q1 2025 was Bank of America, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2025.