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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

206 hedge funds and large institutions have $633M invested in Nuveen ESG Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 85 increasing their positions, 63 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+25
Holders Change %
+13.81%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
85
Reduced
63
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$22.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.68M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$34.1M
4
SFS
4
Sowell Financial Services
Arkansas
$4.75M
5
Morgan Stanley
5
Morgan Stanley
New York
$28.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$162M
2
Wells Fargo
2
Wells Fargo
California
$12.6M
3
UBS Group
3
UBS Group
Switzerland
$17.3M
4
CIA
4
Compass Ion Advisors
Pennsylvania
$0
5
Creative Planning
5
Creative Planning
Kansas
$6.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$1.42M +$97.1K +2,840 +7%
SHGA
52
Sand Hill Global Advisors
California
$1.41M +$487K +14,245 +53%
WFAG
53
Wescott Financial Advisory Group
Pennsylvania
$1.1M -$4.55K -133 -0.4%
KFAA
54
Klaas Financial Asset Advisors
Illinois
$1.09M +$59.2K +1,731 +6%
WP
55
WealthShield Partners
North Carolina
$1.09M +$42.6K +1,245 +4%
APP
56
Avantax Planning Partners
Iowa
$1.06M +$50.8K +1,487 +5%
FCG
57
Financial Connections Group
California
$1.05M +$1.05M +30,740 New
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$1.02M +$25.2K +736 +3%
WTC
59
WhitTier Trust Company
Nevada
$1M +$61.9K +1,810 +7%
UB
60
UMB Bank
Missouri
$955K -$10.9K -318 -1%
DC
61
DeDora Capital
California
$944K +$460K +13,454 +95%
BC
62
Brio Consultants
California
$914K +$83.9K +2,456 +10%
WCFA
63
Walkner Condon Financial Advisors
Wisconsin
$910K +$191K +5,599 +27%
AFA
64
Arlington Financial Advisors
California
$867K -$35.7K -1,044 -4%
MD
65
Money Design
Japan
$832K +$832K +24,350 New
SCA
66
Scott Capital Advisors
Oregon
$830K +$820 +24 +0.1%
Lido Advisors
67
Lido Advisors
California
$829K -$716K -20,935 -46%
HI
68
Harbour Investments
Wisconsin
$823K +$27K +790 +3%
AA
69
Addison Advisors
Vermont
$814K -$10.5K -308 -1%
TRCT
70
Tower Research Capital (TRC)
New York
$786K -$722K -21,117 -48%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$765K -$467K -13,650 -38%
CI
72
CX Institutional
Indiana
$758K +$263K +7,682 +53%
NYLIM
73
New York Life Investment Management
New York
$742K +$201K +5,870 +37%
PSCM
74
Per Stirling Capital Management
Texas
$726K +$726K +21,232 New
VAS
75
Vestmark Advisory Solutions
Massachusetts
$718K +$34.8K +1,017 +5%
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3
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