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Thrivent Small-Mid Cap ESG ETF

21 hedge funds and large institutions have $216M invested in Thrivent Small-Mid Cap ESG ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

31% more funds holding

Funds holding: 1621 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20.85% less ownership

Funds ownership: 60.54%39.69% (-21%)

24% less capital invested

Capital invested by funds: $285M → $216M (-$69.3M)

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
8
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$183M +$92.2M +2,283,858 +108%
CAM
2
Clarity Asset Management
Iowa
$9.82M -$183K -4,545 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.39M +$1.12M +27,742 +22%
ACA
4
Aspire Capital Advisors
Washington
$4.52M +$4.39M +108,859 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.45M +$487K +12,064 +17%
Stifel Financial
6
Stifel Financial
Missouri
$2.52M +$428K +10,604 +21%
B
7
Bailard
California
$1.56M -$79.5K -1,969 -5%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$1.04M -$199M -4,919,956 -99%
SS
9
Sunbelt Securities
Texas
$660K +$213K +5,280 +50%
LWMM
10
Legacy Wealth Management (Mississippi)
Mississippi
$520K +$224K +5,562 +80%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$517K +$503K +12,470 New
LPL Financial
12
LPL Financial
California
$508K +$183K +4,530 +59%
Truist Financial
13
Truist Financial
North Carolina
$391K +$380K +9,429 New
Citadel Advisors
14
Citadel Advisors
Florida
$386K +$375K +9,302 New
Osaic Holdings
15
Osaic Holdings
Arizona
$306K +$291K +7,211 +4,121%
MML Investors Services
16
MML Investors Services
Massachusetts
$288K +$280K +6,930 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$259K +$252K +6,241 New
GWM
18
Geneos Wealth Management
Colorado
$70.9K +$69K +1,710 New
AssetMark Inc
19
AssetMark Inc
California
$12.7K +$12.3K +305 New
Morgan Stanley
20
Morgan Stanley
New York
$12.5K
LFA
21
LGT Financial Advisors
Texas
$9.83K +$9.56K +237 New
Jane Street
22
Jane Street
New York
-$315K -8,426 Closed
UBS Group
23
UBS Group
Switzerland
-$164K -4,394 Closed
Raymond James Financial
24
Raymond James Financial
Florida
-$35K -937 Closed
AAS
25
Ameritas Advisory Services
Nebraska
-$22.9K -612 Closed

TSME Hedge Fund Activity: Q3 2025 in Review

21 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Thrivent Small-Mid Cap ESG ETF (TSME) for Q3 2025, worth a combined $216M — down 24% from $285M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TSME positions and 4 closed out — a net gain of 5 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $92.2M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $199M.

  • 21 institutional investors held Thrivent Small-Mid Cap ESG ETF (TSME) as of Q3 2025, up from 16 in Q2 2025.
  • Funds reported $216M of Thrivent Small-Mid Cap ESG ETF stock for Q3 2025, down 24% quarter-over-quarter.
  • 9 funds opened new Thrivent Small-Mid Cap ESG ETF positions in Q3 2025 and 4 closed out, a net change of +5 holders.
  • The largest Thrivent Small-Mid Cap ESG ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $92.2M added.
  • The largest Thrivent Small-Mid Cap ESG ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2025.