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Nuveen ESG Small-Cap ETF

241 hedge funds and large institutions have $877M invested in Nuveen ESG Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 94 increasing their positions, 88 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

5% more capital invested

Capital invested by funds: $835M → $877M (+$42.2M)

1.14% more ownership

Funds ownership: 75.74%76.88% (+1.1%)

7% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 88

5% less funds holding

Funds holding: 253241 (-12)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

Holders
241
Holders Change
-12
Holders Change %
-4.74%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
15
Increased
94
Reduced
88
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
151
Stordahl Capital Management
Colorado
$329K +$2.23K +58 +0.7%
FNC
152
First National Corp
Massachusetts
$328K +$17.8K +462 +6%
GKWIM
153
Gerber Kawasaki Wealth & Investment Management
California
$321K +$4.01K +104 +1%
AWM
154
Apollon Wealth Management
South Carolina
$320K +$86.3K +2,238 +40%
VAF
155
Values Added Financial
District of Columbia
$310K +$86.3K +2,240 +42%
HI
156
Harrington Investments
California
$306K
PSCM
157
Per Stirling Capital Management
Texas
$299K +$9.71K +252 +4%
EWA
158
EP Wealth Advisors
California
$298K -$4.93K -128 -2%
PI
159
PFG Investments
New York
$295K -$44.7K -1,161 -14%
MSWA
160
Marshall & Sterling Wealth Advisors
New York
$294K -$48.5K -1,259 -15%
SFG
161
Sage Financial Group
Pennsylvania
$290K
SPL
162
Smart Portfolios LLC
Washington
$290K +$3.2K +83 +1%
BBW
163
Blue Barn Wealth
Utah
$288K -$39 -1 -0%
SWA
164
SOA Wealth Advisors
New York
$286K
PA
165
PFG Advisors
Arizona
$284K -$8.56K -222 -3%
IWC
166
Integrated Wealth Concepts
Massachusetts
$280K +$47.2K +1,225 +22%
SFP
167
Sandbox Financial Partners
Maryland
$272K -$10.6K -274 -4%
FI
168
Financial Insights
Washington
$269K -$149K -3,861 -37%
HAP
169
Harbor Asset Planning
Massachusetts
$269K +$254K +6,593 New
PAS
170
Park Avenue Securities
New York
$268K -$31.2K -810 -11%
CAG
171
Curtis Advisory Group
California
$262K
TC
172
Trust Company
Kansas
$259K -$7.94K -206 -3%
ML
173
McAdam LLC
Pennsylvania
$248K +$14.3K +372 +7%
MCM
174
MAI Capital Management
Ohio
$246K -$7.01K -182 -3%
AA
175
Advisory Alpha
Michigan
$244K +$925 +24 +0.4%

NUSC Hedge Fund Activity: Q2 2025 in Review

241 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q2 2025, worth a combined $877M — up 5.1% from $835M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of NUSC and 15 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 94 added.

The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $4.14M. The largest seller was Bank of America, cutting an estimated $7.57M.

  • 241 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q2 2025, down from 253 in Q1 2025.
  • Funds reported $877M of Nuveen ESG Small-Cap ETF stock for Q2 2025, up 5.1% quarter-over-quarter.
  • 15 funds opened new Nuveen ESG Small-Cap ETF positions in Q2 2025 and 22 closed out, a net change of -7 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q2 2025 was Coldstream Capital Management, an estimated $4.14M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q2 2025 was Bank of America, an estimated $7.57M sold.

Based on aggregated 13F filings for Q2 2025.