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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

239 hedge funds and large institutions have $915M invested in Nuveen ESG Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 81 increasing their positions, 85 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+8
Holders Change %
+3.46%
% of All Funds
3.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
81
Reduced
85
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$14.1M
2
Bank of America
2
Bank of America
North Carolina
$294M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$23.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.8M
5
FPF
5
First Pacific Financial
Washington
$9.41M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$7.59M
2
AAS
2
Ameritas Advisory Services
Nebraska
$6.5M
3
PI
3
PFG Investments
New York
$336K
4
Creative Planning
4
Creative Planning
Kansas
$8.67M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
26
BSW Wealth Partners
Colorado
$4.74M -$20.7K -484 -0.4%
I
27
IMPACTfolio
Colorado
$4.63M -$35K -816 -0.8%
CHP
28
Cable Hill Partners
Oregon
$4.37M +$90.9K +2,121 +2%
DAS
29
Dynamic Advisor Solutions
Arizona
$4.35M -$115K -2,692 -3%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$4.21M +$72.1K +1,682 +2%
DC
31
DeDora Capital
California
$4.02M +$389K +9,074 +11%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$3.98M +$74.6K +1,742 +2%
GM
33
GeoWealth Management
Illinois
$3.82M +$104K +2,418 +3%
PHAM
34
Palisades Hudson Asset Management
Florida
$3.05M +$757K +17,674 +33%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$3.03M -$386 -9 -0%
WT
36
Whittier Trust
California
$2.94M -$20.3K -475 -0.7%
SAG
37
SageView Advisory Group
California
$2.89M -$157K -3,670 -5%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$2.81M +$93.3K +2,179 +3%
BPA
39
Beacon Pointe Advisors
California
$2.79M -$91.5K -2,137 -3%
RWP
40
RWA Wealth Partners
Massachusetts
$2.7M +$68.6K +1,602 +3%
CG
41
Corundum Group
Colorado
$2.61M -$38.8K -906 -1%
NA
42
NewEdge Advisors
Louisiana
$2.6M +$46K +1,073 +2%
SCM
43
Stonehearth Capital Management
Massachusetts
$2.57M -$11.8K -276 -0.5%
HighTower Advisors
44
HighTower Advisors
Illinois
$2.51M -$72.2K -1,687 -3%
MWM
45
Modera Wealth Management
New Jersey
$2.28M +$39K +910 +2%
AFA
46
Arlington Financial Advisors
California
$2.25M +$26K +608 +1%
CFS
47
CGC Financial Services
Oregon
$2.22M +$8.31K +194 +0.4%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$2.14M +$118K +2,747 +6%
SWM
49
SK Wealth Management
Rhode Island
$2.12M +$2.12M +50,268 New
SWM
50
SilverOak Wealth Management
Minnesota
$2.07M -$117K -2,737 -5%
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