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Nuveen ESG Small-Cap ETF

259 hedge funds and large institutions have $1.03B invested in Nuveen ESG Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 20

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

10% more capital invested

Capital invested by funds: $936M → $1.03B (+$91.1M)

4% more funds holding

Funds holding: 248259 (+11)

3.79% more ownership

Funds ownership: 77.84%81.63% (+3.8%)

12% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 97

Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
35
Increased
85
Reduced
97
Closed
20
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
$275M -$5.23M -117,311 -2%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$66.1M +$13.2M +295,128 +25%
AWP
3
Abacus Wealth Partners
California
$62.8M +$2.67M +59,834 +4%
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$61.7M -$5.02M -112,666 -8%
Morgan Stanley
5
Morgan Stanley
New York
$47.7M -$2.49M -55,949 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$46.2M +$1.81M +40,614 +4%
MWM
7
Mission Wealth Management
California
$36.5M +$991K +22,234 +3%
LPL Financial
8
LPL Financial
California
$26.7M -$1.19M -26,613 -4%
Corient Private Wealth
9
Corient Private Wealth
Florida
$22.6M +$11.1M +247,971 +96%
BCAM
10
Boston Common Asset Management
Massachusetts
$19.9M +$19.8M +444,826 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$15.7M -$172K -3,864 -1%
UBS Group
12
UBS Group
Switzerland
$15.1M -$171K -3,826 -1%
NBWM
13
North Berkeley Wealth Management
California
$12.8M -$28.3K -634 -0.2%
FPF
14
First Pacific Financial
Washington
$11.8M +$440K +9,868 +4%
AssetMark Inc
15
AssetMark Inc
California
$11.6M +$11M +247,421 +2,050%
Creative Planning
16
Creative Planning
Kansas
$10.5M +$588K +13,179 +6%
WWA
17
WCG Wealth Advisors
Nevada
$9.9M +$7.96M +178,623 +415%
Raymond James Financial
18
Raymond James Financial
Florida
$9.57M +$141K +3,159 +1%
Wells Fargo
19
Wells Fargo
California
$9.3M +$542K +12,146 +6%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$8.86M +$367K +8,222 +4%
CCM
21
Coldstream Capital Management
Washington
$8.6M -$290K -6,505 -3%
Stifel Financial
22
Stifel Financial
Missouri
$7.29M +$1.02M +22,825 +16%
Ameriprise
23
Ameriprise
Minnesota
$6.8M +$191K +4,292 +3%
AF
24
Allworth Financial
California
$6.1M -$49.7K -1,114 -0.8%
AIC
25
Allodium Investment Consultants
Minnesota
$6.09M -$106K -2,384 -2%