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Thrivent Small-Mid Cap ESG ETF

26 hedge funds and large institutions have $614M invested in Thrivent Small-Mid Cap ESG ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 2

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

185% more capital invested

Capital invested by funds: $216M → $614M (+$398M)

34.03% more ownership

Funds ownership: 39.69%73.72% (+34%)

24% more funds holding

Funds holding: 2126 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
15
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$345M +$160M +3,879,404 +88%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$233M +$230M +5,561,076 +22,244%
CAM
3
Clarity Asset Management
Iowa
$9.84M -$12.6K -306 -0.1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.47M +$64.7K +1,565 +1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.94M +$1.47M +35,676 +43%
ACA
6
Aspire Capital Advisors
Washington
$4.79M +$250K +6,062 +6%
Stifel Financial
7
Stifel Financial
Missouri
$3.2M +$666K +16,121 +27%
LPL Financial
8
LPL Financial
California
$2.07M +$1.55M +37,431 +306%
B
9
Bailard
California
$1.58M +$22.4K +541 +1%
SS
10
Sunbelt Securities
Texas
$788K +$124K +3,002 +19%
Truist Financial
11
Truist Financial
North Carolina
$657K +$262K +6,347 +67%
LWMM
12
Legacy Wealth Management (Mississippi)
Mississippi
$629K +$107K +2,580 +21%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$379K +$118K +2,860 +46%
Osaic Holdings
14
Osaic Holdings
Arizona
$321K +$13.3K +323 +4%
Citadel Advisors
15
Citadel Advisors
Florida
$266K -$120K -2,908 -31%
AC
16
Apella Capital
Connecticut
$213K +$211K +5,107 New
Raymond James Financial
17
Raymond James Financial
Florida
$211K +$209K +5,056 New
GWM
18
Geneos Wealth Management
Colorado
$79.3K +$8.06K +195 +11%
CAL
19
Capital Analysts LLC
Pennsylvania
$56K +$55.4K +1,340 New
Bessemer Group
20
Bessemer Group
New Jersey
$31K +$31K +750 New
Morgan Stanley
21
Morgan Stanley
New York
$26.4K +$13.7K +332 +110%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$23K +$22.6K +546 New
AssetMark Inc
23
AssetMark Inc
California
$12.7K
TCM
24
Triumph Capital Management
Colorado
$11.4K +$11.3K +273 New
LFA
25
LGT Financial Advisors
Texas
$9.87K

TSME Hedge Fund Activity: Q4 2025 in Review

26 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Thrivent Small-Mid Cap ESG ETF (TSME) for Q4 2025, worth a combined $614M — up 185% from $216M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TSME positions and 2 closed out — a net gain of 5 holders — while 15 added to existing stakes and 2 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $230M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $517K sold.

  • 26 institutional investors held Thrivent Small-Mid Cap ESG ETF (TSME) as of Q4 2025, up from 21 in Q3 2025.
  • Funds reported $614M of Thrivent Small-Mid Cap ESG ETF stock for Q4 2025, up 185% quarter-over-quarter.
  • 7 funds opened new Thrivent Small-Mid Cap ESG ETF positions in Q4 2025 and 2 closed out, a net change of +5 holders.
  • The largest Thrivent Small-Mid Cap ESG ETF buyer in Q4 2025 was Thrivent Financial for Lutherans, an estimated $230M added.
  • The largest Thrivent Small-Mid Cap ESG ETF seller in Q4 2025 was Susquehanna International Group, an estimated $517K sold.

Based on aggregated 13F filings for Q4 2025.