Nuveen ESG Small-Cap ETF
NUSC
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.
950% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 2
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
2% less funds holding
Funds holding: 43 → 42 (-1)
6.57% less ownership
Funds ownership: 58.01% → 51.44% (-6.6%)
17% less capital invested
Capital invested by funds: $46.6M → $38.7M (-$7.94M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.37M |
| 2 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$1.25M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.21M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$759K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$733K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$2.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$320K |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$311K |
| 4 |
SCM
Stordahl Capital Management
Greenwood Village,
Colorado
|
-$307K |
| 5 |
HCIA
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
-$238K |
NUSC Hedge Fund Activity: Q4 2018 in Review
42 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q4 2018, worth a combined $38.7M — down 17% from $46.6M a quarter earlier.
Fund positioning in NUSC was balanced in Q4 2018: 10 funds opened new positions, 10 closed out, 21 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.37M. The largest seller was BSW Wealth Partners, cutting an estimated $2.2M.
- 42 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q4 2018, down from 43 in Q3 2018.
- Funds reported $38.7M of Nuveen ESG Small-Cap ETF stock for Q4 2018, down 17% quarter-over-quarter.
- 10 funds opened new Nuveen ESG Small-Cap ETF positions in Q4 2018 and 10 closed out, a net change of 0 holders.
- The largest Nuveen ESG Small-Cap ETF buyer in Q4 2018 was Morgan Stanley, an estimated $1.37M added.
- The largest Nuveen ESG Small-Cap ETF seller in Q4 2018 was BSW Wealth Partners, an estimated $2.2M sold.
Based on aggregated 13F filings for Q4 2018.