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Nuveen ESG Small-Cap ETF

241 hedge funds and large institutions have $877M invested in Nuveen ESG Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 94 increasing their positions, 88 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

5% more capital invested

Capital invested by funds: $835M → $877M (+$42.2M)

1.14% more ownership

Funds ownership: 75.74%76.88% (+1.1%)

7% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 88

5% less funds holding

Funds holding: 253241 (-12)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

Holders
241
Holders Change
-12
Holders Change %
-4.74%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
15
Increased
94
Reduced
88
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$255M -$7.57M -196,338 -3%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$59.8M -$2.71M -70,204 -5%
AWP
3
Abacus Wealth Partners
California
$52.6M +$869K +22,548 +2%
Morgan Stanley
4
Morgan Stanley
New York
$48.6M -$3.04M -78,949 -6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$41.3M +$848K +21,996 +2%
MWM
6
Mission Wealth Management
California
$32.6M +$274K +7,116 +0.9%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$27.7M +$2.57M +66,754 +11%
LPL Financial
8
LPL Financial
California
$26.4M +$445K +11,559 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$21.6M +$1.03M +26,844 +5%
UBS Group
10
UBS Group
Switzerland
$17.3M +$893K +23,182 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$14.5M -$339K -8,799 -2%
NBWM
12
North Berkeley Wealth Management
California
$11.8M +$1.03M +26,727 +10%
FPF
13
First Pacific Financial
Washington
$10.1M +$225K +5,825 +2%
Wells Fargo
14
Wells Fargo
California
$9.73M -$2.7M -70,139 -23%
Creative Planning
15
Creative Planning
Kansas
$9.36M +$461K +11,972 +5%
Corient Private Wealth
16
Corient Private Wealth
Florida
$9.34M +$258K +6,703 +3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$7.79M +$2.82M +73,137 +62%
WWA
18
WCG Wealth Advisors
Nevada
$7.52M +$562K +14,571 +9%
Raymond James Financial
19
Raymond James Financial
Florida
$7.2M +$3.53M +91,599 +108%
Ameriprise
20
Ameriprise
Minnesota
$6.6M -$140K -3,624 -2%
Stifel Financial
21
Stifel Financial
Missouri
$5.67M +$47.4K +1,231 +0.9%
CCM
22
Colorado Capital Management
Colorado
$5.63M -$8.32K -216 -0.2%
AIC
23
Allodium Investment Consultants
Minnesota
$5.49M -$304K -7,877 -6%
DC
24
DeDora Capital
California
$5.36M -$5.93K -154 -0.1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.31M -$1.55M -40,310 -24%

NUSC Hedge Fund Activity: Q2 2025 in Review

241 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q2 2025, worth a combined $877M — up 5.1% from $835M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of NUSC and 15 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 94 added.

The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $4.14M. The largest seller was Bank of America, cutting an estimated $7.57M.

  • 241 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q2 2025, down from 253 in Q1 2025.
  • Funds reported $877M of Nuveen ESG Small-Cap ETF stock for Q2 2025, up 5.1% quarter-over-quarter.
  • 15 funds opened new Nuveen ESG Small-Cap ETF positions in Q2 2025 and 22 closed out, a net change of -7 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q2 2025 was Coldstream Capital Management, an estimated $4.14M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q2 2025 was Bank of America, an estimated $7.57M sold.

Based on aggregated 13F filings for Q2 2025.