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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

156 hedge funds and large institutions have $682M invested in Nuveen ESG Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
2.72%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
23
Increased
91
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$255M
2
TF
2
TIAA FSB
Florida
$93.4M
3
CIA
3
Compass Ion Advisors
Pennsylvania
$28.9M
4
EB
4
Eastern Bank
Massachusetts
$5.12M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.2M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$2.18M
2
Creative Planning
2
Creative Planning
Kansas
$322K
3
FFWM
3
Future Financial Wealth Management
Ohio
$1.77M
4
RCS
4
Retirement Capital Strategies
California
$569K
5
KWM
5
Kingsview Wealth Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$984K -$49.8K -1,104 -5%
WTC
52
WhitTier Trust Company
Nevada
$874K +$500K +11,065 +134%
OMC
53
Old Mission Capital
Illinois
$775K +$775K +17,173 New
V
54
Veritable
Delaware
$741K +$312K +6,920 +73%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$733K +$346K +7,655 +89%
SWP
56
Stratos Wealth Partners
Ohio
$700K +$71.4K +1,582 +11%
SA
57
Stewardship Advisors
Pennsylvania
$685K +$2.49K +55 +0.4%
WFAG
58
Wescott Financial Advisory Group
Pennsylvania
$645K +$170K +3,852 +36%
WCFA
59
Walkner Condon Financial Advisors
Wisconsin
$636K +$270K +6,003 +74%
MCM
60
Manchester Capital Management
Vermont
$601K – – –
NFG
61
Nations Financial Group
Iowa
$590K -$130K -2,884 -18%
3LCM
62
3D/L Capital Management
Connecticut
$580K +$57K +1,261 +11%
AAS
63
Avantax Advisory Services
Texas
$571K +$266K +5,894 +87%
RCS
64
Retirement Capital Strategies
California
$569K -$834K -18,472 -59%
TWM
65
TriaGen Wealth Management
California
$564K +$21.7K +493 +4%
LNC
66
Lincoln National Corp
Pennsylvania
$539K +$43.2K +957 +9%
APA
67
American Portfolios Advisors
New York
$522K +$115K +2,547 +28%
CHP
68
Cable Hill Partners
Oregon
$520K +$65.9K +1,458 +15%
QCM
69
Quest Capital Management
Texas
$512K – – –
WLIM
70
White Lighthouse Investment Management
Massachusetts
$500K +$27.5K +608 +6%
DAS
71
Dynamic Advisor Solutions
Arizona
$498K +$498K +11,033 New
RJT
72
Raymond James Trust
Florida
$489K – – –
WI
73
WrapManager Inc
California
$474K -$38.4K -851 -7%
CP
74
Cumberland Partners
Ontario, Canada
$456K -$263K -5,817 -37%
CI
75
CX Institutional
Indiana
$451K +$2.57K +57 +0.6%
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