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Nuveen ESG Small-Cap ETF

258 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 34 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.79% more ownership

Funds ownership: 77.84%81.62% (+3.8%)

12% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 97

Holders
258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
CPC
151
Consolidated Planning Corp
Georgia
$369K
AWM
152
Apollon Wealth Management
South Carolina
$361K
SCM
153
Stordahl Capital Management
Colorado
$361K
WB
154
West Bancorporation
Iowa
$357K
EWA
155
EP Wealth Advisors
California
$356K
MCM
156
MAI Capital Management
Ohio
$354K
TC
157
Trust Company
Kansas
$352K
CAG
158
Curtis Advisory Group
California
$351K
GSEP
159
Golden State Equity Partners
California
$345K
BDFN
160
Bond & Devick Financial Network
Minnesota
$342K
VAF
161
Values Added Financial
District of Columbia
$340K
HI
162
Harrington Investments
California
$335K
PI
163
PFG Investments
New York
$330K
PA
164
PFG Advisors
Arizona
$328K
PSCM
165
Per Stirling Capital Management
Texas
$327K
CFS
166
CGC Financial Services
Oregon
$322K
SPL
167
Smart Portfolios LLC
Washington
$322K
MSWA
168
Marshall & Sterling Wealth Advisors
New York
$320K
SFG
169
Sage Financial Group
Pennsylvania
$318K
LW
170
Livet Wealth
Utah
$316K
CA
171
Capital Advantage
California
$308K
PA
172
PW Advisors
Florida
$306K
RA
173
RFG Advisory
Alabama
$303K
BWP
174
BlueStem Wealth Partners
Minnesota
$303K
FIM
175
Freedom Investment Management
Connecticut
$287K