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Nuveen ESG Small-Cap ETF

242 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 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
151
Stordahl Capital Management
Colorado
$329K
FNC
152
First National Corp
Massachusetts
$328K
GKWIM
153
Gerber Kawasaki Wealth & Investment Management
California
$321K
AWM
154
Apollon Wealth Management
South Carolina
$320K
VAF
155
Values Added Financial
District of Columbia
$310K
HI
156
Harrington Investments
California
$306K
PSCM
157
Per Stirling Capital Management
Texas
$299K
EWA
158
EP Wealth Advisors
California
$298K
PI
159
PFG Investments
New York
$295K
MSWA
160
Marshall & Sterling Wealth Advisors
New York
$294K
SFG
161
Sage Financial Group
Pennsylvania
$290K
SPL
162
Smart Portfolios LLC
Washington
$290K
BBW
163
Blue Barn Wealth
Utah
$288K
SWA
164
SOA Wealth Advisors
New York
$286K
PA
165
PFG Advisors
Arizona
$284K
IWC
166
Integrated Wealth Concepts
Massachusetts
$280K
SFP
167
Sandbox Financial Partners
Maryland
$272K
FI
168
Financial Insights
Washington
$269K
HAP
169
Harbor Asset Planning
Massachusetts
$269K
PAS
170
Park Avenue Securities
New York
$268K
CAG
171
Curtis Advisory Group
California
$262K
TC
172
Trust Company
Kansas
$259K
ML
173
McAdam LLC
Pennsylvania
$248K
MCM
174
MAI Capital Management
Ohio
$246K
AA
175
Advisory Alpha
Michigan
$244K