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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

242 hedge funds and large institutions have $877M invested in Nuveen ESG Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 94 increasing their positions, 88 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-11
Holders Change %
-4.35%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
15
Increased
94
Reduced
88
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
Coldstream Capital Management
Washington
$4.37M
2
Raymond James Financial
Raymond James Financial
Florida
$7.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$7.79M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$27.7M
5
MWM
Modern Wealth Management
Kansas
$1.92M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$255M
2
Morgan Stanley
Morgan Stanley
New York
$48.6M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$59.8M
4
Wells Fargo
Wells Fargo
California
$9.73M
5
FCG
Financial Connections Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Allworth Financial
California
$5.19M +$133K +3,256 +3%
AAS
27
Ameritas Advisory Services
Nebraska
$4.39M -$183K -4,503 -4%
CCM
28
Coldstream Capital Management
Washington
$4.37M +$4.37M +107,335 New
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$4.26M +$7.28K +173 +0.2%
PHAM
30
Palisades Hudson Asset Management
Florida
$3.84M +$692K +16,987 +22%
BWP
31
BSW Wealth Partners
Colorado
$3.54M -$439K -10,784 -11%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$3.49M +$781K +19,177 +29%
BPA
33
Beacon Pointe Advisors
California
$3.38M +$211K +5,182 +7%
LAMNM
34
Longview Asset Management (New Mexico)
New Mexico
$3.31M +$952K +23,360 +40%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.26M -$1.12M -27,554 -26%
RF
36
Rossby Financial
Florida
$3.17M -$80.2K -1,968 -2%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$3.1M +$411K +10,083 +15%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$3.01M -$258K -6,332 -8%
CWD
39
Clarity Wealth Development
Oregon
$2.93M +$25.9K +636 +0.9%
NA
40
NewEdge Advisors
Louisiana
$2.88M +$422K +10,347 +17%
RWP
41
RWA Wealth Partners
Massachusetts
$2.66M +$201K +4,927 +8%
AFA
42
Arlington Financial Advisors
California
$2.41M +$216K +5,311 +10%
CG
43
Corundum Group
Colorado
$2.39M -$74.4K -1,827 -3%
WT
44
Whittier Trust
California
$2.28M -$105K -2,568 -4%
DJSG
45
D.J. St. Germain
Massachusetts
$2.27M -$193K -4,738 -8%
DAS
46
Dynamic Advisor Solutions
Arizona
$2.24M -$467K -11,463 -17%
MWM
47
Modera Wealth Management
New Jersey
$2.17M -$6.03K -148 -0.3%
SWM
48
SilverOak Wealth Management
Minnesota
$2.16M +$178K +4,381 +9%
CFS
49
CGC Financial Services
Oregon
$2.16M +$27.4K +673 +1%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$2.03M -$18.8K -461 -0.9%
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