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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
AG
251
AmeriFlex Group
Nevada
$5.09K +$5.11K +117 New
CIBC Private Wealth Group
252
CIBC Private Wealth Group
Georgia
$4.61K
TIM
253
Tortoise Investment Management
New York
$4.27K
M
254
MOTCO
Texas
$4.23K +$4.41K +101 New
AWM
255
AE Wealth Management
Kansas
$2.97K +$3.1K +71 New
OCM
256
Orion Capital Management
California
$2.68K +$2.79K +64 New
SIS
257
Sound Income Strategies
Florida
$2.47K
PWA
258
Provenance Wealth Advisors
Florida
$1.76K -$20.7K -474 -92%
EWA
259
EverSource Wealth Advisors
Alabama
$880
HI
260
Horizon Investments
North Carolina
$796 +$87 +2 +12%
PS
261
Principal Securities
Iowa
$628 -$30.8K -706 -98%
ATC
262
Adirondack Trust Company
New York
$586
BWL
263
Bogart Wealth LLC
Virginia
$293
IAIM
264
International Assets Investment Management
Florida
-$326 -13,460 Closed
SAI
265
Savvy Advisors Inc
New York
-$281K -6,558 Closed
D.E. Shaw & Co
266
D.E. Shaw & Co
New York
-$243K -5,668 Closed
FFA
267
First Foundation Advisors
California
-$213K -4,976 Closed
HGERS
268
Householder Group Estate & Retirement Specialist
Arizona
-$103K -2,424 Closed
AF
269
Advisornet Financial
Minnesota
-$98.1K -2,291 Closed
Bank of Montreal
270
Bank of Montreal
Ontario, Canada
-$96.5K -2,258 Closed
RCM
271
Richardson Capital Management
Wisconsin
-$26.7K -624 Closed
RWM
272
Reston Wealth Management
Virginia
-$14.9K -348 Closed
NS
273
NBC Securities
Alabama
-$2K -67 Closed

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.