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Nuveen ESG Small-Cap ETF

265 hedge funds and large institutions have $950M invested in Nuveen ESG Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 96 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
4
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
EPW
201
Endeavor Private Wealth
Kansas
$215K
SMA
202
Sage Mountain Advisors
Georgia
$213K
VCP
203
Verus Capital Partners
Arizona
$210K
PFW
204
Petros Family Wealth
Minnesota
$210K
CA
205
Continuum Advisory
Idaho
$203K
AF
206
Abound Financial
California
$185K
HAP
207
Harbor Asset Planning
Massachusetts
$182K
LFG
208
Larson Financial Group
Missouri
$170K
RWM
209
RMG Wealth Management
Wisconsin
$159K
EPW
210
Evergreen Private Wealth
Colorado
$148K
AGA
211
Arkos Global Advisors
Texas
$148K
WWM
212
Western Wealth Management
Colorado
$146K
MCM
213
Manchester Capital Management
Vermont
$144K
William Blair & Company
214
William Blair & Company
Illinois
$144K
GWS
215
Greykasell Wealth Strategies
California
$134K
US Bancorp
216
US Bancorp
Minnesota
$132K
ME
217
McIlrath & Eck
Washington
$129K
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$125K
SPIA
219
Steward Partners Investment Advisory
New York
$115K
ASN
220
Advisory Services Network
Georgia
$114K
MEG
221
Millstone Evans Group
Colorado
$113K
WA
222
Walsh & Associates
Florida
$104K
IWP
223
IAG Wealth Partners
Wisconsin
$84.3K
BCWM
224
Bartlett & Co Wealth Management
Ohio
$78.9K
CAM
225
Clarity Asset Management
Iowa
$76.3K