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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

234 hedge funds and large institutions have $880M invested in Nuveen ESG Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
80
Reduced
81
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$276M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$6.99M
3
GM
3
GeoWealth Management
Illinois
$3.9M
4
CA
4
Cetera Advisors
Colorado
$2.76M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$18.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.7M
2
I
2
IMPACTfolio
Colorado
$2.16M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.9M
4
SAG
4
SageView Advisory Group
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
26
BSW Wealth Partners
Colorado
$4.8M -$56.7K -1,363 -1%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$4.65M +$33.1K +796 +0.7%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$4.43M +$217K +5,220 +5%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$4.21M -$132K -3,178 -3%
GM
30
GeoWealth Management
Illinois
$3.9M +$3.9M +93,711 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$3.89M +$1.03M +24,861 +36%
CHP
32
Cable Hill Partners
Oregon
$3.8M – – –
DC
33
DeDora Capital
California
$3.12M +$320K +7,692 +11%
WT
34
Whittier Trust
California
$2.94M -$115K -2,755 -4%
BPA
35
Beacon Pointe Advisors
California
$2.89M +$921K +22,137 +47%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$2.86M +$349K +8,386 +14%
NA
37
NewEdge Advisors
Louisiana
$2.85M -$60.5K -1,455 -2%
CA
38
Cetera Advisors
Colorado
$2.76M +$2.76M +66,403 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$2.76M +$44.1K +1,061 +2%
CG
40
Corundum Group
Colorado
$2.63M +$9.07K +218 +0.3%
HighTower Advisors
41
HighTower Advisors
Illinois
$2.59M -$278K -6,694 -10%
SCM
42
Stonehearth Capital Management
Massachusetts
$2.51M +$21K +504 +0.8%
Lido Advisors
43
Lido Advisors
California
$2.5M +$1.77M +42,570 +242%
RWP
44
RWA Wealth Partners
Massachusetts
$2.44M +$16.8K +404 +0.7%
PHAM
45
Palisades Hudson Asset Management
Florida
$2.23M +$702K +16,884 +46%
I
46
IMPACTfolio
Colorado
$2.16M -$9.97M -239,805 -82%
MWM
47
Modera Wealth Management
New Jersey
$2.15M +$70.6K +1,697 +3%
CFS
48
CGC Financial Services
Oregon
$2.13M +$9.07K +218 +0.4%
PI
49
PFG Investments
New York
$2.01M +$121K +2,913 +6%
AFA
50
Arlington Financial Advisors
California
$2.01M +$32.8K +788 +2%
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