We are live on ! Find out more
NUSC icon

Nuveen ESG Small-Cap ETF

259 hedge funds and large institutions have $1.03B invested in Nuveen ESG Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 20

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

10% more capital invested

Capital invested by funds: $936M → $1.03B (+$91.1M)

4% more funds holding

Funds holding: 248259 (+11)

3.79% more ownership

Funds ownership: 77.84%81.63% (+3.8%)

12% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 97

Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
35
Increased
85
Reduced
97
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPC
151
Consolidated Planning Corp
Georgia
$369K +$368K +8,261 New
AWM
152
Apollon Wealth Management
South Carolina
$361K -$7.85K -176 -2%
SCM
153
Stordahl Capital Management
Colorado
$361K -$6.24K -140 -2%
WB
154
West Bancorporation
Iowa
$357K
EWA
155
EP Wealth Advisors
California
$356K +$355K +7,972 New
MCM
156
MAI Capital Management
Ohio
$354K -$13.3K -299 -4%
TC
157
Trust Company
Kansas
$352K +$40.7K +913 +13%
CAG
158
Curtis Advisory Group
California
$351K
GSEP
159
Golden State Equity Partners
California
$345K +$344K +7,718 New
BDFN
160
Bond & Devick Financial Network
Minnesota
$342K -$6.24K -140 -2%
VAF
161
Values Added Financial
District of Columbia
$340K
HI
162
Harrington Investments
California
$335K
PI
163
PFG Investments
New York
$330K +$1.78K +40 +0.5%
PA
164
PFG Advisors
Arizona
$328K +$1.87K +42 +0.6%
PSCM
165
Per Stirling Capital Management
Texas
$327K
CFS
166
CGC Financial Services
Oregon
$322K -$63.5K -1,424 -16%
SPL
167
Smart Portfolios LLC
Washington
$322K +$847 +19 +0.3%
MSWA
168
Marshall & Sterling Wealth Advisors
New York
$320K +$1.65K +37 +0.5%
SFG
169
Sage Financial Group
Pennsylvania
$318K
LW
170
Livet Wealth
Utah
$316K +$315K +7,076 New
CA
171
Capital Advantage
California
$308K +$64.2K +1,440 +26%
PA
172
PW Advisors
Florida
$306K +$306K +6,856 New
RA
173
RFG Advisory
Alabama
$303K +$303K +6,794 New
BWP
174
BlueStem Wealth Partners
Minnesota
$303K +$91.7K +2,056 +43%
FIM
175
Freedom Investment Management
Connecticut
$287K -$274K -6,142 -49%