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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

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
Holders Change %
% of All Funds
Holding in Top 10
3
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
SPL
176
Smart Portfolios LLC
Washington
$270K
SWA
177
SOA Wealth Advisors
New York
$269K
SFP
178
Sandbox Financial Partners
Maryland
$267K
SWM
179
SigFig Wealth Management
California
$264K
TC
180
Trust Company
Kansas
$251K
CAG
181
Curtis Advisory Group
California
$246K
PWM
182
Perigon Wealth Management
California
$243K
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
IWC
187
Integrated Wealth Concepts
Massachusetts
$217K
AWM
188
Apollon Wealth Management
South Carolina
$215K
GLA
189
Good Life Advisors
Pennsylvania
$214K
FA
190
Flagstar Advisors
New York
$210K
FZCM
191
Flynn Zito Capital Management
New York
$208K
CRFG
192
Columbia River Financial Group
Washington
$206K
VAF
193
Values Added Financial
District of Columbia
$206K
GEA
194
Glen Eagle Advisors
New Jersey
$203K
SFG
195
Stonebridge Financial Group
Pennsylvania
$203K
APP
196
Avantax Planning Partners
Iowa
$201K
AF
197
Abound Financial
California
$195K
PTC
198
Private Trust Company
Ohio
$177K
MEG
199
Millstone Evans Group
Colorado
$174K
CA
200
Continuum Advisory
Idaho
$150K