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Nuveen ESG Small-Cap ETF

232 hedge funds and large institutions have $834M invested in Nuveen ESG Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

0.12% less ownership

Funds ownership: 74.41%74.29% (-0.12%)

1% less funds holding

Funds holding: 234232 (-2)

5% less capital invested

Capital invested by funds: $880M → $834M (-$46.1M)

Holders
232
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
83
Reduced
82
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$3.68K
OCM
227
Orion Capital Management
California
$2.52K
SIS
228
Sound Income Strategies
Florida
$2.32K
BWL
229
Bogart Wealth LLC
Virginia
$2.01K
NS
230
NBC Securities
Alabama
$2K +$714 +18 +37%
HI
231
Horizon Investments
North Carolina
$669
ATC
232
Adirondack Trust Company
New York
$550
SAM
233
Smartleaf Asset Management
Massachusetts
$195 -$25.2K -636 -99%
LFAS
234
Level Four Advisory Services
Texas
-$656K -16,782 Closed
GAA
235
Global Assets Advisory
Florida
-$274K -11,272 Closed
EC
236
Estate Counselors
Wisconsin
-$268K -6,450 Closed
PSCM
237
Per Stirling Capital Management
Texas
-$246K -5,919 Closed
LNC
238
Lincoln National Corp
Pennsylvania
-$238K -5,724 Closed
WAP
239
Wealthcare Advisory Partners
Pennsylvania
-$218K -5,244 Closed
CAWM
240
Capital Advisors Wealth Management
Washington
-$211K -5,067 Closed
SDWMA
241
Schneider Downs Wealth Management Advisors
Pennsylvania
-$208K -5,004 Closed
SAM
242
S.A. Mason
Michigan
-$76.3K -1,835 Closed
William Blair & Company
243
William Blair & Company
Illinois
-$70.3K -1,691 Closed
CWP
244
Concord Wealth Partners
Virginia
-$24.9K -599 Closed
AIC
245
Archer Investment Corporation
Indiana
-$18.7K -450 Closed
IGWM
246
ICA Group Wealth Management
Colorado
-$18.5K -444 Closed
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
-$16.7K -402 Closed
FFWM
248
Future Financial Wealth Management
Ohio
-$8.28K -199 Closed
DF
249
Dunhill Financial
United Kingdom
-$6.65K -160 Closed
TAM
250
Tucker Asset Management
Colorado
-$624 -15 Closed

NUSC Hedge Fund Activity: Q2 2024 in Review

232 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q2 2024, worth a combined $834M — down 5.2% from $880M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NUSC positions and 17 closed out — a net gain of 2 holders — while 83 added to existing stakes and 82 trimmed.

The largest buyer was Bank of America, adding an estimated $5.61M. The largest seller was Eastern Bank, cutting an estimated $5.09M.

  • 232 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q2 2024, down from 234 in Q1 2024.
  • Funds reported $834M of Nuveen ESG Small-Cap ETF stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 19 funds opened new Nuveen ESG Small-Cap ETF positions in Q2 2024 and 17 closed out, a net change of +2 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q2 2024 was Bank of America, an estimated $5.61M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q2 2024 was Eastern Bank, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2024.