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Nuveen ESG Small-Cap ETF

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 17 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $834M → $915M (+$81.1M)

3% more funds holding

Funds holding: 232239 (+7)

0.87% more ownership

Funds ownership: 74.29%75.16% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 85

Holders
239
Holders Change
+7
Holders Change %
+3.02%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
82
Reduced
85
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
26
BSW Wealth Partners
Colorado
$4.74M -$20K -484 -0.4%
I
27
IMPACTfolio
Colorado
$4.63M -$33.6K -816 -0.8%
CHP
28
Cable Hill Partners
Oregon
$4.37M +$87.5K +2,121 +2%
DAS
29
Dynamic Advisor Solutions
Arizona
$4.35M -$111K -2,692 -3%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$4.21M +$69.4K +1,682 +2%
DC
31
DeDora Capital
California
$4.02M +$374K +9,074 +11%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$3.98M +$71.8K +1,742 +2%
GM
33
GeoWealth Management
Illinois
$3.82M +$99.7K +2,418 +3%
PHAM
34
Palisades Hudson Asset Management
Florida
$3.05M +$729K +17,674 +33%
JP Morgan Chase
35
JP Morgan Chase
New York
$3.03M -$371 -9 -0%
WT
36
Whittier Trust
California
$2.94M -$19.6K -475 -0.7%
SAG
37
SageView Advisory Group
California
$2.89M -$151K -3,670 -5%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$2.81M +$89.8K +2,179 +3%
BPA
39
Beacon Pointe Advisors
California
$2.79M -$88.1K -2,137 -3%
RWP
40
RWA Wealth Partners
Massachusetts
$2.7M +$66.1K +1,602 +3%
CG
41
Corundum Group
Colorado
$2.61M -$37.4K -906 -1%
NA
42
NewEdge Advisors
Louisiana
$2.6M +$44.2K +1,073 +2%
SCM
43
Stonehearth Capital Management
Massachusetts
$2.57M -$11.4K -276 -0.5%
HighTower Advisors
44
HighTower Advisors
Illinois
$2.51M -$69.6K -1,687 -3%
MWM
45
Modera Wealth Management
New Jersey
$2.28M +$37.5K +910 +2%
AFA
46
Arlington Financial Advisors
California
$2.25M +$25.1K +608 +1%
CFS
47
CGC Financial Services
Oregon
$2.22M +$8K +194 +0.4%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$2.14M +$113K +2,747 +6%
SWM
49
SK Wealth Management
Rhode Island
$2.12M +$2.07M +50,268 New
SWM
50
SilverOak Wealth Management
Minnesota
$2.07M -$113K -2,737 -5%

NUSC Hedge Fund Activity: Q3 2024 in Review

239 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q3 2024, worth a combined $915M — up 9.7% from $834M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NUSC positions and 10 closed out — a net gain of 7 holders — while 82 added to existing stakes and 85 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $5.63M. The largest seller was Ameriprise, cutting an estimated $8.94M.

  • 239 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q3 2024, up from 232 in Q2 2024.
  • Funds reported $915M of Nuveen ESG Small-Cap ETF stock for Q3 2024, up 9.7% quarter-over-quarter.
  • 17 funds opened new Nuveen ESG Small-Cap ETF positions in Q3 2024 and 10 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q3 2024 was Corient Private Wealth, an estimated $5.63M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q3 2024 was Ameriprise, an estimated $8.94M sold.

Based on aggregated 13F filings for Q3 2024.