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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

42 hedge funds and large institutions have $38.7M invested in Nuveen ESG Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 2 reducing their positions, and 10 closing their positions.

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
2
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.98M
2
MWM
2
Mission Wealth Management
California
$1.67M
3
Wells Fargo
3
Wells Fargo
California
$1.42M
4
Bank of America
4
Bank of America
North Carolina
$1.13M
5
TRCT
5
Tower Research Capital (TRC)
New York
$676K

Top Sellers

1
BWP
1
BSW Wealth Partners
Colorado
$648K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
SCM
4
Stordahl Capital Management
Colorado
$0
5
HCIA
5
Hochman Cole Investment Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LGWM
26
Litman Gregory Wealth Management
California
$98K 3,968 +3,131 +374%
HNB
27
Huntington National Bank
Ohio
– – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$55K 2,205 +406 +23%
MWM
29
Mascoma Wealth Management
New Hampshire
$50K 2,033 +824 +68%
APA
30
American Portfolios Advisors
New York
$47.2K 1,909 +666 +54%
LFG
31
LifePlan Financial Group
Ohio
$39K 1,585 +1,585 New
WF
32
WealthTrust Fairport
Ohio
$22K 874 +874 New
BCI
33
Brinker Capital Investments
Pennsylvania
$21K 862 +805 +1,412%
AIM
34
Advantage Investment Management
Iowa
$19K 751 +751 New
CI
35
CX Institutional
Indiana
$16K 640 – –
BWM
36
Baystate Wealth Management
Massachusetts
$15K 558 +558 New
FEG
37
Financial Enhancement Group
Indiana
$11K 341 – –
Fidelity Investments
38
Fidelity Investments
Massachusetts
$6K 238 – –
WANY
39
Wealthspire Advisors (New York)
New York
$5K 185 +185 New
BWA
40
Burt Wealth Advisors
Maryland
$3K 105 – –
Citigroup
41
Citigroup
New York
$2K 100 – –
NA
42
NewEdge Advisors
Louisiana
$202 8,183 +8,183 New
SCM
43
Stordahl Capital Management
Colorado
– – -10,668 Closed
Citadel Advisors
44
Citadel Advisors
Florida
– – -10,136 Closed
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
– – -9,855 Closed
HCIA
46
Hochman Cole Investment Advisors
Illinois
– – -7,538 Closed
SAS
47
Sage Advisory Services
Texas
– – -7,496 Closed
RJFSA
48
Raymond James Financial Services Advisors
Florida
– – -6,468 Closed
SFM
49
Signet Financial Management
New Jersey
– – -3,800 Closed
CPIG
50
Chicago Partners Investment Group
Illinois
– – -2,566 Closed
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