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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

262 hedge funds and large institutions have $925M invested in Nuveen ESG Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+23
Holders Change %
+9.62%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
93
Reduced
96
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$28.6M
2
Bank of America
2
Bank of America
North Carolina
$290M
3
DJSG
3
D.J. St. Germain
Massachusetts
$2.02M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$12.3M
5
AWP
5
Abacus Wealth Partners
California
$51.1M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$8.68M
2
I
2
IMPACTfolio
Colorado
$2.07M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$64.9M
4
UBS Group
4
UBS Group
Switzerland
$17.3M
5
AAS
5
Ameritas Advisory Services
Nebraska
$4.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
226
Compass Planning Associates
Massachusetts
$45K +$45K +1,074 New
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$42.9K -$1.93K -46 -4%
EWP
228
Elevation Wealth Partners
California
$42.8K +$293 +7 +0.7%
OP
229
ORG Partners
Indiana
$42.1K – – –
KHC
230
Koesten Hirschmann & Crabtree
Kansas
$41K – – –
MG
231
Mather Group
Illinois
$36.8K – – –
AT
232
Avalon Trust
New Mexico
$34.1K +$34.1K +814 New
CA
233
Clearstead Advisors
Ohio
$19.4K – – –
NP
234
NorthRock Partners
Minnesota
$18K +$42 +1 +0.2%
FWA
235
Flagship Wealth Advisors
Massachusetts
$17.2K +$17.2K +410 New
NWMP
236
Noble Wealth Management PBC
Colorado
$16.8K +$16.8K +400 New
WCM
237
Winthrop Capital Management
Indiana
$16K – – –
GRP
238
Global Retirement Partners
California
$14.2K +$1.13K +27 +9%
CA
239
CoreCap Advisors
Michigan
$14K – – –
SAM
240
Smartleaf Asset Management
Massachusetts
$14K – – –
CA
241
Crewe Advisors
Utah
$13.8K -$461 -11 -3%
WIM
242
Westside Investment Management
California
$10.5K – – –
EB
243
Eastern Bank
Massachusetts
$10.1K -$27.2K -650 -73%
FHA
244
First Horizon Advisors
Tennessee
$8.67K +$84 +2 +1%
CFD
245
Creative Financial Designs
Indiana
$8.63K – – –
FFWM
246
Future Financial Wealth Management
Ohio
$8.34K – – –
GWSG
247
GPS Wealth Strategies Group
Colorado
$8.21K – – –
HNB
248
Huntington National Bank
Ohio
$7.2K -$52.5K – –
AIM
249
Anchor Investment Management
South Carolina
$6.99K – – –
DIP
250
DT Investment Partners
Pennsylvania
$5.78K – – –
7 8 9
10
11