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Nuveen ESG Small-Cap ETF

248 hedge funds and large institutions have $936M invested in Nuveen ESG Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 101 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

7% more capital invested

Capital invested by funds: $877M → $936M (+$58.3M)

3% more funds holding

Funds holding: 241248 (+7)

0.96% more ownership

Funds ownership: 76.88%77.84% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

28% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 101

Holders
248
Holders Change
+7
Holders Change %
+2.9%
% of All Funds
3.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
73
Reduced
101
Closed
12
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
$277M +$915K +21,507 +0.3%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$65.9M +$1.18M +27,673 +2%
AWP
3
Abacus Wealth Partners
California
$59.4M +$2.29M +53,965 +4%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$52.2M +$21.5M +505,039 +74%
Morgan Stanley
5
Morgan Stanley
New York
$49.6M -$2.9M -68,095 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$43.9M -$772K -18,153 -2%
MWM
7
Mission Wealth Management
California
$35.1M -$222K -5,222 -0.7%
LPL Financial
8
LPL Financial
California
$27.6M -$1M -23,542 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$15.7M +$4.8K +113 +0%
UBS Group
10
UBS Group
Switzerland
$15.1M -$3.5M -82,356 -19%
NBWM
11
North Berkeley Wealth Management
California
$12.6M -$169K -3,976 -1%
Corient Private Wealth
12
Corient Private Wealth
Florida
$11.4M +$1.23M +28,941 +13%
FPF
13
First Pacific Financial
Washington
$11.3M +$283K +6,644 +3%
Creative Planning
14
Creative Planning
Kansas
$9.75M -$372K -8,744 -4%
Raymond James Financial
15
Raymond James Financial
Florida
$9.31M +$1.46M +34,402 +19%
CCM
16
Coldstream Capital Management
Washington
$8.79M +$3.91M +91,871 +86%
Wells Fargo
17
Wells Fargo
California
$8.65M -$1.82M -42,850 -18%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$8.39M -$40.4K -951 -0.5%
Ameriprise
19
Ameriprise
Minnesota
$6.52M -$587K -13,803 -9%
Stifel Financial
20
Stifel Financial
Missouri
$6.19M +$56.5K +1,329 +1%
AIC
21
Allodium Investment Consultants
Minnesota
$6.12M +$168K +3,956 +3%
AF
22
Allworth Financial
California
$6.07M +$437K +10,283 +8%
CCM
23
Colorado Capital Management
Colorado
$5.87M -$218K -5,129 -4%
DC
24
DeDora Capital
California
$5.8M +$5.02K +118 +0.1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.62M -$120K -2,811 -2%