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Nuveen ESG Small-Cap ETF

265 hedge funds and large institutions have $952M invested in Nuveen ESG Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 96 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

2% more funds holding

Funds holding: 259265 (+6)

0.28% more ownership

Funds ownership: 81.63%81.91% (+0.28%)

7% less capital invested

Capital invested by funds: $1.03B → $952M (-$74.3M)

11% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 96

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
26
Increased
85
Reduced
96
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
151
Perigon Wealth Management
California
$375K -$5.74K -123 -1%
MCM
152
MAI Capital Management
Ohio
$372K +$15.6K +333 +4%
CPC
153
Consolidated Planning Corp
Georgia
$367K -$4.95K -106 -1%
WB
154
West Bancorporation
Iowa
$360K
KFAA
155
Klaas Financial Asset Advisors
Illinois
$358K -$1.18M -25,331 -76%
CAG
156
Curtis Advisory Group
California
$355K
SCM
157
Stordahl Capital Management
Colorado
$354K -$10K -215 -3%
MFG
158
Merit Financial Group
Georgia
$346K -$62.1K -1,329 -15%
BDFN
159
Bond & Devick Financial Network
Minnesota
$345K
NIWA
160
New Insight Wealth Advisors
California
$345K -$34K -728 -9%
CFS
161
CGC Financial Services
Oregon
$333K +$8.36K +179 +2%
SPL
162
Smart Portfolios LLC
Washington
$333K +$8.27K +177 +2%
VAF
163
Values Added Financial
District of Columbia
$332K -$11.6K -249 -3%
LA
164
LexAurum Advisors
Kansas
$330K +$342K +7,326 New
CA
165
Capital Advantage
California
$327K +$16.6K +355 +5%
SFG
166
Sage Financial Group
Pennsylvania
$321K
HI
167
Harrington Investments
California
$320K -$18.7K -400 -5%
LW
168
Livet Wealth
Utah
$319K
TC
169
Trust Company
Kansas
$319K -$38.2K -819 -10%
PA
170
PFG Advisors
Arizona
$316K -$15.4K -329 -4%
MSWA
171
Marshall & Sterling Wealth Advisors
New York
$313K -$11K -235 -3%
MML Investors Services
172
MML Investors Services
Massachusetts
$301K -$87.3K -1,869 -22%
PA
173
PW Advisors
Florida
$288K -$21.7K -465 -7%
FFA
174
Farther Finance Advisors
California
$277K -$9.57K -205 -3%
KLI
175
Kelman-Lazarov Inc
Tennessee
$275K -$1.17K -25 -0.4%