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Nuveen ESG Small-Cap ETF

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

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

10% more funds holding

Funds holding: 239262 (+23)

1% more capital invested

Capital invested by funds: $915M → $925M (+$9.72M)

0.26% more ownership

Funds ownership: 75.16%75.42% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 96

Holders
262
Holders Change
+23
Holders Change %
+9.62%
% of All Funds
3.45%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
226
Compass Planning Associates
Massachusetts
$45K +$46.9K +1,074 New
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$42.9K -$2.01K -46 -4%
EWP
228
Elevation Wealth Partners
California
$42.8K +$306 +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 +$35.5K +814 New
CA
233
Clearstead Advisors
Ohio
$19.4K
NP
234
NorthRock Partners
Minnesota
$18K +$44 +1 +0.2%
FWA
235
Flagship Wealth Advisors
Massachusetts
$17.2K +$17.9K +410 New
NWMP
236
Noble Wealth Management PBC
Colorado
$16.8K +$17.5K +400 New
WCM
237
Winthrop Capital Management
Indiana
$16K
GRP
238
Global Retirement Partners
California
$14.2K +$1.18K +27 +9%
CA
239
CoreCap Advisors
Michigan
$14K
SAM
240
Smartleaf Asset Management
Massachusetts
$14K
CA
241
Crewe Advisors
Utah
$13.8K -$480 -11 -3%
WIM
242
Westside Investment Management
California
$10.5K
EB
243
Eastern Bank
Massachusetts
$10.1K -$28.4K -650 -73%
FHA
244
First Horizon Advisors
Tennessee
$8.67K +$87 +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
AIM
249
Anchor Investment Management
South Carolina
$6.99K
DIP
250
DT Investment Partners
Pennsylvania
$5.78K

NUSC Hedge Fund Activity: Q4 2024 in Review

262 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q4 2024, worth a combined $925M — up 1.1% from $915M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NUSC positions and 10 closed out — a net gain of 29 holders — while 93 added to existing stakes and 96 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.04M. The largest seller was Corient Private Wealth, cutting an estimated $5.36M.

  • 262 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q4 2024, up from 239 in Q3 2024.
  • Funds reported $925M of Nuveen ESG Small-Cap ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 39 funds opened new Nuveen ESG Small-Cap ETF positions in Q4 2024 and 10 closed out, a net change of +29 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q4 2024 was LPL Financial, an estimated $3.04M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q4 2024 was Corient Private Wealth, an estimated $5.36M sold.

Based on aggregated 13F filings for Q4 2024.