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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

262 hedge funds and large institutions have $925M invested in Nuveen ESG Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 10 closing their positions.

Holders
262
Holders Change
+23
Holders Change %
+9.62%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
93
Reduced
96
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NBWM
1
North Berkeley Wealth Management
California
$10.3M
2
AIC
2
Allodium Investment Consultants
Minnesota
$4.66M
3
Raymond James Financial
3
Raymond James Financial
Florida
$3.81M
4
CWD
4
Clarity Wealth Development
Oregon
$3.17M
5
RF
5
Rossby Financial
Florida
$3.06M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$8.68M
2
I
2
IMPACTfolio
Colorado
$2.07M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$64.9M
4
UBS Group
4
UBS Group
Switzerland
$17.3M
5
AAS
5
Ameritas Advisory Services
Nebraska
$4.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.54M 108,297 -4,364 -4%
BWP
27
BSW Wealth Partners
Colorado
$4.45M 106,325 -4,398 -4%
CHP
28
Cable Hill Partners
Oregon
$4.37M 104,259 +2,185 +2%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$4.37M 104,255 +6,058 +6%
DAS
30
Dynamic Advisor Solutions
Arizona
$4.23M 101,014 -515 -0.5%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$4.04M 96,406 -15,327 -14%
DC
32
DeDora Capital
California
$3.95M 94,261 +410 +0.4%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$3.92M 93,699 +756 +0.8%
Raymond James Financial
34
Raymond James Financial
Florida
$3.81M 90,939 +90,939 New
CWD
35
Clarity Wealth Development
Oregon
$3.17M 72,995 +72,995 New
RF
36
Rossby Financial
Florida
$3.06M 73,092 +73,092 New
PHAM
37
Palisades Hudson Asset Management
Florida
$3.05M 72,904 +1,610 +2%
GM
38
GeoWealth Management
Illinois
$3.02M 72,212 -17,064 -19%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$2.89M 68,885 -1,883 -3%
SAG
40
SageView Advisory Group
California
$2.82M 67,404 -22 -0%
NA
41
NewEdge Advisors
Louisiana
$2.64M 63,129 +2,438 +4%
RWP
42
RWA Wealth Partners
Massachusetts
$2.64M 62,995 -100 -0.2%
CG
43
Corundum Group
Colorado
$2.52M 60,280 -678 -1%
BPA
44
Beacon Pointe Advisors
California
$2.43M 58,018 -7,075 -11%
WT
45
Whittier Trust
California
$2.39M 57,180 -11,343 -17%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$2.37M 56,532 +12,310 +28%
SCM
47
Stonehearth Capital Management
Massachusetts
$2.36M 56,314 -3,580 -6%
AFA
48
Arlington Financial Advisors
California
$2.28M 54,407 +1,927 +4%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$2.27M 54,198 +4,259 +9%
MWM
50
Modera Wealth Management
New Jersey
$2.23M 53,354 +33 +0.1%
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