Nuveen ESG Small-Cap ETF
NUSC
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.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
6% more capital invested
Capital invested by funds: $831M → $880M (+$49.1M)
3% more funds holding
Funds holding: 227 → 234 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 81
4.17% less ownership
Funds ownership: 78.57% → 74.41% (-4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$54.6M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$4.32M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$3.67M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$2.6M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$50.4M |
| 2 |
I
IMPACTfolio
Denver,
Colorado
|
-$9.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.43M |
| 4 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$3.48M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.5M |
NUSC Hedge Fund Activity: Q1 2024 in Review
234 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q1 2024, worth a combined $880M — up 5.9% from $831M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new NUSC positions and 10 closed out — a net gain of 14 holders — while 80 added to existing stakes and 81 trimmed.
The largest buyer was Bank of America, adding an estimated $54.6M. The largest seller was Morgan Stanley, cutting an estimated $50.4M.
- 234 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q1 2024, up from 227 in Q4 2023.
- Funds reported $880M of Nuveen ESG Small-Cap ETF stock for Q1 2024, up 5.9% quarter-over-quarter.
- 24 funds opened new Nuveen ESG Small-Cap ETF positions in Q1 2024 and 10 closed out, a net change of +14 holders.
- The largest Nuveen ESG Small-Cap ETF buyer in Q1 2024 was Bank of America, an estimated $54.6M added.
- The largest Nuveen ESG Small-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $50.4M sold.
Based on aggregated 13F filings for Q1 2024.