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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

234 hedge funds and large institutions have $880M invested in Nuveen ESG Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
80
Reduced
81
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$276M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$6.99M
3
GM
3
GeoWealth Management
Illinois
$3.9M
4
CA
4
Cetera Advisors
Colorado
$2.76M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$18.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.7M
2
I
2
IMPACTfolio
Colorado
$2.16M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.9M
4
SAG
4
SageView Advisory Group
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
226
EverSource Wealth Advisors
Alabama
$3.32K – – –
OCM
227
Orion Capital Management
California
$2.66K +$2.66K +64 New
SIS
228
Sound Income Strategies
Florida
$2.45K – – –
BWL
229
Bogart Wealth LLC
Virginia
$2.12K – – –
NS
230
NBC Securities
Alabama
$2K -$653 -16 -25%
NP
231
NorthRock Partners
Minnesota
$1.83K – – –
HI
232
Horizon Investments
North Carolina
$707 – – –
TAM
233
Tucker Asset Management
Colorado
$624 – – –
ATC
234
Adirondack Trust Company
New York
$582 – – –
HNB
235
Huntington National Bank
Ohio
$42 -$39 – –
SAG
236
SageView Advisory Group
California
– -$3.48M -89,937 Closed
FTUS
237
Flow Traders U.S.
New York
– -$680K -17,391 Closed
SRB
238
Shotwell Rutter Baer
Michigan
– -$428K -11,271 Closed
SG
239
StoneX Group
New York
– -$270K -6,900 Closed
NYLIM
240
New York Life Investment Management
New York
– -$248K -6,331 Closed
MI
241
Moneywise Inc
Virginia
– -$206K -5,259 Closed
CWM
242
Castle Wealth Management
Florida
– -$205K -5,248 Closed
BWM
243
BKM Wealth Management
Wisconsin
– -$99.1K -2,535 Closed
OP
244
ORG Partners
Indiana
– -$21.2K -542 Closed
ADL
245
Asset Dedication LLC
California
– -$2K -40 Closed
6 7 8 9
10