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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
US Bancorp
201
US Bancorp
Minnesota
$143K
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$142K
ME
203
McIlrath & Eck
Washington
$126K
MIA
204
Milestone Investment Advisors
Wisconsin
$126K
MCM
205
Manchester Capital Management
Vermont
$123K
FUBT
206
First United Bank & Trust
Maryland
$119K
GWS
207
Greykasell Wealth Strategies
California
$114K
FFA
208
Farther Finance Advisors
California
$108K
Bessemer Group
209
Bessemer Group
New Jersey
$105K
SPIA
210
Steward Partners Investment Advisory
New York
$96.4K
IWP
211
IAG Wealth Partners
Wisconsin
$71K
CAM
212
Clarity Asset Management
Iowa
$69.1K
WSFS
213
Wilmington Savings Fund Society
Delaware
$55.8K
ACA
214
Aptus Capital Advisors
Alabama
$54.5K
KHC
215
Koesten Hirschmann & Crabtree
Kansas
$45.6K
CPA
216
Compass Planning Associates
Massachusetts
$41.2K
PA
217
Parallel Advisors
California
$40.7K
EWP
218
Elevation Wealth Partners
California
$39.2K
OP
219
ORG Partners
Indiana
$38.7K
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$33.1K
MG
221
Mather Group
Illinois
$31.8K
CA
222
Clearstead Advisors
Ohio
$17.8K
NP
223
NorthRock Partners
Minnesota
$16.5K
FWA
224
Flagship Wealth Advisors
Massachusetts
$15.7K
William Blair & Company
225
William Blair & Company
Illinois
$15.5K