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Nuveen ESG Small-Cap ETF

253 hedge funds and large institutions have $835M invested in Nuveen ESG Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 88 increasing their positions, 99 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 75.42%75.74% (+0.33%)

3% less funds holding

Funds holding: 262253 (-9)

10% less capital invested

Capital invested by funds: $925M → $835M (-$89.4M)

11% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 99

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
253
Holders Change
-9
Holders Change %
-3.44%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
88
Reduced
99
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPL
176
Smart Portfolios LLC
Washington
$270K +$16.1K +389 +6%
SWA
177
SOA Wealth Advisors
New York
$269K
SFP
178
Sandbox Financial Partners
Maryland
$267K -$241K -5,812 -46%
SWM
179
SigFig Wealth Management
California
$264K +$33.3K +803 +13%
TC
180
Trust Company
Kansas
$251K +$4.61K +111 +2%
CAG
181
Curtis Advisory Group
California
$246K
PWM
182
Perigon Wealth Management
California
$243K -$36.9K -890 -12%
MCM
183
MAI Capital Management
Ohio
$238K
AA
184
Advisory Alpha
Michigan
$229K
SFM
185
Signet Financial Management
New Jersey
$223K
ML
186
McAdam LLC
Pennsylvania
$219K +$37.1K +894 +19%
IWC
187
Integrated Wealth Concepts
Massachusetts
$217K +$235K +5,659 New
AWM
188
Apollon Wealth Management
South Carolina
$215K +$23.5K +566 +11%
GLA
189
Good Life Advisors
Pennsylvania
$214K -$92.3K -2,224 -28%
FA
190
Flagstar Advisors
New York
$210K -$70.7K -1,704 -24%
FZCM
191
Flynn Zito Capital Management
New York
$208K +$4.9K +118 +2%
CRFG
192
Columbia River Financial Group
Washington
$206K -$2.37K -57 -1%
VAF
193
Values Added Financial
District of Columbia
$206K -$41.2K -993 -16%
GEA
194
Glen Eagle Advisors
New Jersey
$203K -$118K -2,850 -35%
SFGP
195
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$203K -$7.93K -191 -3%
APP
196
Avantax Planning Partners
Iowa
$201K -$415 -10 -0.2%
AF
197
Abound Financial
California
$195K -$40.8K -983 -16%
PTC
198
Private Trust Company
Ohio
$177K
MEG
199
Millstone Evans Group
Colorado
$174K
CA
200
Continuum Advisory
Idaho
$150K -$249 -6 -0.2%

NUSC Hedge Fund Activity: Q1 2025 in Review

253 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q1 2025, worth a combined $835M — down 9.7% from $925M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of NUSC and 16 opened new positions — a net loss of 7 holders — while 99 trimmed existing stakes and 88 added.

The largest buyer was Financial Connections Group, adding an estimated $3.52M. The largest seller was Bank of America, cutting an estimated $19.2M.

  • 253 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q1 2025, down from 262 in Q4 2024.
  • Funds reported $835M of Nuveen ESG Small-Cap ETF stock for Q1 2025, down 9.7% quarter-over-quarter.
  • 16 funds opened new Nuveen ESG Small-Cap ETF positions in Q1 2025 and 23 closed out, a net change of -7 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q1 2025 was Financial Connections Group, an estimated $3.52M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q1 2025 was Bank of America, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2025.