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Thrivent Small-Mid Cap ESG ETF

34 hedge funds and large institutions have $404M invested in Thrivent Small-Mid Cap ESG ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

31% more funds holding

Funds holding: 2634 (+8)

26.72% less ownership

Funds ownership: 73.72%46.99% (-27%)

34% less capital invested

Capital invested by funds: $614M → $404M (-$210M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
12
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$346M +$2.4M +54,575 +0.7%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$13.3M -$232M -5,265,442 -94%
ACA
3
Aspire Capital Advisors
Washington
$11.8M +$7.42M +168,505 +147%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.93M +$495K +11,243 +7%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.97M +$1.1M +24,924 +21%
LPL Financial
6
LPL Financial
California
$5.48M +$3.62M +82,113 +165%
Stifel Financial
7
Stifel Financial
Missouri
$4.03M +$880K +19,973 +26%
CAM
8
Clarity Asset Management
Iowa
$2.94M -$7.3M -165,646 -70%
B
9
Bailard
California
$1.57M -$15.6K -355 -0.9%
SS
10
Sunbelt Securities
Texas
$1.34M +$587K +13,316 +70%
Truist Financial
11
Truist Financial
North Carolina
$694K +$39.9K +905 +6%
LWMM
12
Legacy Wealth Management (Mississippi)
Mississippi
$603K -$27.1K -615 -4%
Jane Street
13
Jane Street
New York
$486K +$515K +11,688 New
CAL
14
Capital Analysts LLC
Pennsylvania
$440K +$407K +9,244 +690%
Brown Advisory
15
Brown Advisory
Maryland
$436K +$462K +10,478 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$412K +$437K +9,917 New
Osaic Holdings
17
Osaic Holdings
Arizona
$309K -$12K -273 -4%
BWM
18
BNB Wealth Management
Maryland
$245K +$259K +5,890 New
AC
19
Apella Capital
Connecticut
$239K
Raymond James Financial
20
Raymond James Financial
Florida
$213K +$3.39K +77 +2%
PS
21
Principal Securities
Iowa
$200K +$212K +4,819 New
GWM
22
Geneos Wealth Management
Colorado
$79.2K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$70K -$327K -7,417 -81%
RWM
24
RMG Wealth Management
Wisconsin
$39K +$101K +2,293 New
Bessemer Group
25
Bessemer Group
New Jersey
$31K

TSME Hedge Fund Activity: Q1 2026 in Review

34 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Thrivent Small-Mid Cap ESG ETF (TSME) for Q1 2026, worth a combined $404M — down 34% from $614M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TSME positions and 3 closed out — a net gain of 8 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Aspire Capital Advisors, adding an estimated $7.42M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $232M.

  • 34 institutional investors held Thrivent Small-Mid Cap ESG ETF (TSME) as of Q1 2026, up from 26 in Q4 2025.
  • Funds reported $404M of Thrivent Small-Mid Cap ESG ETF stock for Q1 2026, down 34% quarter-over-quarter.
  • 11 funds opened new Thrivent Small-Mid Cap ESG ETF positions in Q1 2026 and 3 closed out, a net change of +8 holders.
  • The largest Thrivent Small-Mid Cap ESG ETF buyer in Q1 2026 was Aspire Capital Advisors, an estimated $7.42M added.
  • The largest Thrivent Small-Mid Cap ESG ETF seller in Q1 2026 was Thrivent Financial for Lutherans, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2026.