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Nuveen ESG Small-Cap ETF

232 hedge funds and large institutions have $834M invested in Nuveen ESG Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

0.12% less ownership

Funds ownership: 74.41%74.29% (-0.12%)

1% less funds holding

Funds holding: 234232 (-2)

5% less capital invested

Capital invested by funds: $880M → $834M (-$46.1M)

Holders
232
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
83
Reduced
82
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
26
BSW Wealth Partners
Colorado
$4.37M -$169K -4,259 -4%
I
27
IMPACTfolio
Colorado
$4.28M +$2.26M +56,882 +110%
DAS
28
Dynamic Advisor Solutions
Arizona
$4.1M -$522K -13,152 -11%
CHP
29
Cable Hill Partners
Oregon
$3.93M +$15.1K +381 +0.4%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$3.8M -$191K -4,817 -5%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$3.59M -$91.1K -2,297 -2%
GM
32
GeoWealth Management
Illinois
$3.42M -$272K -6,853 -7%
DC
33
DeDora Capital
California
$3.34M +$390K +9,829 +13%
SAG
34
SageView Advisory Group
California
$2.8M +$2.82M +71,096 New
JP Morgan Chase
35
JP Morgan Chase
New York
$2.78M +$83.3K +2,101 +3%
WT
36
Whittier Trust
California
$2.71M -$70.2K -1,770 -3%
BPA
37
Beacon Pointe Advisors
California
$2.64M -$86.8K -2,190 -3%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$2.5M -$112K -2,826 -4%
CG
39
Corundum Group
Colorado
$2.43M -$49.9K -1,258 -2%
RWP
40
RWA Wealth Partners
Massachusetts
$2.42M +$113K +2,846 +5%
HighTower Advisors
41
HighTower Advisors
Illinois
$2.38M -$82.7K -2,085 -3%
Lido Advisors
42
Lido Advisors
California
$2.38M +$8.72K +220 +0.4%
SCM
43
Stonehearth Capital Management
Massachusetts
$2.37M -$7.02K -177 -0.3%
NA
44
NewEdge Advisors
Louisiana
$2.35M -$355K -8,961 -13%
PHAM
45
Palisades Hudson Asset Management
Florida
$2.11M
MWM
46
Modera Wealth Management
New Jersey
$2.06M +$27.6K +695 +1%
AFA
47
Arlington Financial Advisors
California
$2.04M +$139K +3,500 +7%
CFS
48
CGC Financial Services
Oregon
$2.03M +$15.6K +393 +0.8%
SWM
49
SilverOak Wealth Management
Minnesota
$2.01M +$258K +6,511 +15%
PI
50
PFG Investments
New York
$1.87M -$36.4K -918 -2%

NUSC Hedge Fund Activity: Q2 2024 in Review

232 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q2 2024, worth a combined $834M — down 5.2% from $880M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NUSC positions and 17 closed out — a net gain of 2 holders — while 83 added to existing stakes and 82 trimmed.

The largest buyer was Bank of America, adding an estimated $5.61M. The largest seller was Eastern Bank, cutting an estimated $5.09M.

  • 232 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q2 2024, down from 234 in Q1 2024.
  • Funds reported $834M of Nuveen ESG Small-Cap ETF stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 19 funds opened new Nuveen ESG Small-Cap ETF positions in Q2 2024 and 17 closed out, a net change of +2 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q2 2024 was Bank of America, an estimated $5.61M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q2 2024 was Eastern Bank, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2024.