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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

231 hedge funds and large institutions have $833M invested in Nuveen ESG Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.36%
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
82
Reduced
82
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$266M
2
SAG
2
SageView Advisory Group
California
$2.8M
3
I
3
IMPACTfolio
Colorado
$4.28M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$19.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.9M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$433K
2
EB
2
Eastern Bank
Massachusetts
$229K
3
Morgan Stanley
3
Morgan Stanley
New York
$49.3M
4
AAS
4
Ameritas Advisory Services
Nebraska
$7.66M
5
UBS Group
5
UBS Group
Switzerland
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
26
BSW Wealth Partners
Colorado
$4.37M -$168K -4,259 -4%
I
27
IMPACTfolio
Colorado
$4.28M +$2.24M +56,882 +110%
DAS
28
Dynamic Advisor Solutions
Arizona
$4.1M -$517K -13,152 -11%
CHP
29
Cable Hill Partners
Oregon
$3.93M +$15K +381 +0.4%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$3.8M -$190K -4,817 -5%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$3.59M -$90.4K -2,297 -2%
GM
32
GeoWealth Management
Illinois
$3.42M -$270K -6,853 -7%
DC
33
DeDora Capital
California
$3.34M +$387K +9,829 +13%
SAG
34
SageView Advisory Group
California
$2.8M +$2.8M +71,096 New
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$2.78M +$82.7K +2,101 +3%
WT
36
Whittier Trust
California
$2.71M -$69.6K -1,770 -3%
BPA
37
Beacon Pointe Advisors
California
$2.64M -$86.2K -2,190 -3%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$2.5M -$111K -2,826 -4%
CG
39
Corundum Group
Colorado
$2.43M -$49.5K -1,258 -2%
RWP
40
RWA Wealth Partners
Massachusetts
$2.42M +$112K +2,846 +5%
HighTower Advisors
41
HighTower Advisors
Illinois
$2.38M -$82.2K -2,085 -3%
Lido Advisors
42
Lido Advisors
California
$2.38M +$8.66K +220 +0.4%
SCM
43
Stonehearth Capital Management
Massachusetts
$2.37M -$6.96K -177 -0.3%
NA
44
NewEdge Advisors
Louisiana
$2.35M -$353K -8,961 -13%
PHAM
45
Palisades Hudson Asset Management
Florida
$2.11M – – –
MWM
46
Modera Wealth Management
New Jersey
$2.06M +$27.3K +695 +1%
AFA
47
Arlington Financial Advisors
California
$2.04M +$138K +3,500 +7%
CFS
48
CGC Financial Services
Oregon
$2.03M +$15.5K +393 +0.8%
SWM
49
SilverOak Wealth Management
Minnesota
$2.01M +$256K +6,511 +15%
PI
50
PFG Investments
New York
$1.87M -$36.1K -918 -2%
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