Nuveen ESG Small-Cap ETF
NUSC
35 hedge funds and large institutions have $37.5M invested in Nuveen ESG Small-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.
750% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 2
733% more capital invested
Capital invested by funds: $4.5M → $37.5M (+$33M)
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
75% more funds holding
Funds holding: 20 → 35 (+15)
55.01% more ownership
Funds ownership: 9.24% → 64.25% (+55%)
Top Buyers
| 1 |
TA
Teachers Advisors
New York
|
+$28.1M |
| 2 |
Jane Street
New York
|
+$946K |
| 3 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$467K |
| 4 |
CJA
C-J Advisory
San Jose,
California
|
+$372K |
| 5 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
+$321K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $35K | -$616K | -20,723 | -95% |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $24.1K | +$23.3K | +785 | New |
|
|
GRP
28
Global Retirement Partners
San Rafael,
California
| $17K | – | – | – |
|
|
CI
29
CX Institutional
Auburn,
Indiana
| $10K | +$9.55K | +321 | New |
|
|
FEG
30
Financial Enhancement Group
Anderson,
Indiana
| $10K | +$10.1K | +341 | New |
|
|
LTFS
31
Ladenburg Thalmann Financial Services
Miami,
Florida
| $7K | – | – | – |
|
32
Citigroup
New York
| $3K | – | – | – |
|
|
MWM
33
Mascoma Wealth Management
Hanover,
New Hampshire
| $3K | +$2.53K | +85 | New |
|
|
BWA
34
Burt Wealth Advisors
North Bethesda,
Maryland
| $3K | +$3.12K | +105 | New |
|
|
CFA
35
Carroll Financial Associates
Charlotte,
North Carolina
| $1K | – | – | – |
|
|
SWP
36
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$2K | -69 | Closed |
|
37
BlackRock
New York
| – | -$1K | -33 | Closed |
|
NUSC Hedge Fund Activity: Q2 2018 in Review
35 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q2 2018, worth a combined $37.5M — up 733% from $4.5M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new NUSC positions and 2 closed out — a net gain of 15 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Teachers Advisors, opening a new position worth an estimated $28.1M. The largest seller was Tower Research Capital (TRC), cutting an estimated $616K.
- 35 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q2 2018, up from 20 in Q1 2018.
- Funds reported $37.5M of Nuveen ESG Small-Cap ETF stock for Q2 2018, up 733% quarter-over-quarter.
- 17 funds opened new Nuveen ESG Small-Cap ETF positions in Q2 2018 and 2 closed out, a net change of +15 holders.
- The largest Nuveen ESG Small-Cap ETF buyer in Q2 2018 was Teachers Advisors, an estimated $28.1M added.
- The largest Nuveen ESG Small-Cap ETF seller in Q2 2018 was Tower Research Capital (TRC), an estimated $616K sold.
Based on aggregated 13F filings for Q2 2018.