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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
EPW
201
Endeavor Private Wealth
Kansas
$215K
SMA
202
Sage Mountain Advisors
Georgia
$213K
VCP
203
Verus Capital Partners
Arizona
$210K +$218K +4,662 New
PFW
204
Petros Family Wealth
Minnesota
$210K +$218K +4,659 New
CA
205
Continuum Advisory
Idaho
$203K
AF
206
Abound Financial
California
$185K -$15.5K -331 -7%
HAP
207
Harbor Asset Planning
Massachusetts
$182K
LFG
208
Larson Financial Group
Missouri
$170K -$31.8K -680 -15%
RWM
209
RMG Wealth Management
Wisconsin
$159K +$72.4K +1,551 +92%
EPW
210
Evergreen Private Wealth
Colorado
$148K -$408K -8,732 -73%
AGA
211
Arkos Global Advisors
Texas
$148K +$153K +3,277 New
MCM
212
Manchester Capital Management
Vermont
$144K
William Blair & Company
213
William Blair & Company
Illinois
$144K +$2.06K +44 +1%
GWS
214
Greykasell Wealth Strategies
California
$134K
US Bancorp
215
US Bancorp
Minnesota
$132K +$15.6K +335 +13%
ME
216
McIlrath & Eck
Washington
$129K -$1.4K -30 -1%
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$125K +$12.8K +274 +11%
SPIA
218
Steward Partners Investment Advisory
New York
$115K +$10.5K +225 +10%
ASN
219
Advisory Services Network
Georgia
$114K -$849K -18,171 -88%
MEG
220
Millstone Evans Group
Colorado
$113K -$9.53K -204 -8%
WA
221
Walsh & Associates
Florida
$104K +$14K +300 +15%
IWP
222
IAG Wealth Partners
Wisconsin
$84.3K
BCWM
223
Bartlett & Co Wealth Management
Ohio
$78.9K +$54.6K +1,170 +257%
CAM
224
Clarity Asset Management
Iowa
$76.3K
ACA
225
Aptus Capital Advisors
Alabama
$76.1K