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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

203 hedge funds and large institutions have $669M invested in Nuveen ESG Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
80
Reduced
66
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$192M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$7.6M
3
AWP
3
Abacus Wealth Partners
California
$34.4M
4
LPL Financial
4
LPL Financial
California
$16.9M
5
MWM
5
Mission Wealth Management
California
$26.1M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$14.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
UBS Group
3
UBS Group
Switzerland
$15.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$33.1M
5
IA
5
IFP Advisors
Florida
$417K
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
51
PFG Investments
New York
$1.38M +$1.38M +39,048 New
WFAG
52
Wescott Financial Advisory Group
Pennsylvania
$1.24M +$99.1K +2,798 +9%
KFAA
53
Klaas Financial Asset Advisors
Illinois
$1.18M +$49K +1,385 +4%
SHGA
54
Sand Hill Global Advisors
California
$1.15M -$312K -8,817 -21%
WP
55
WealthShield Partners
North Carolina
$1.11M -$17.5K -495 -2%
WTC
56
WhitTier Trust Company
Nevada
$1.1M +$59.2K +1,673 +6%
APP
57
Avantax Planning Partners
Iowa
$1.09M -$496 -14 -0%
SC
58
Savant Capital
Illinois
$1.06M +$723K +20,428 +216%
JPMPWA
59
J.P. Morgan Private Wealth Advisors
California
$1.05M -$13.5K -382 -1%
Lido Advisors
60
Lido Advisors
California
$1.03M +$174K +4,916 +20%
BC
61
Brio Consultants
California
$1.03M +$84.6K +2,389 +9%
UB
62
UMB Bank
Missouri
$1M +$11.5K +325 +1%
WCFA
63
Walkner Condon Financial Advisors
Wisconsin
$971K +$27.9K +788 +3%
NYLIM
64
New York Life Investment Management
New York
$945K +$176K +4,960 +23%
PAG
65
Private Advisor Group
New Jersey
$942K +$39.1K +1,104 +4%
HI
66
Harbour Investments
Wisconsin
$887K +$34.2K +966 +4%
PHAM
67
Palisades Hudson Asset Management
Florida
$876K +$294K +8,298 +51%
AA
68
Addison Advisors
Vermont
$843K – – –
FCG
69
Financial Connections Group
California
$843K -$245K -6,920 -23%
SCA
70
Scott Capital Advisors
Oregon
$833K -$27.2K -767 -3%
CI
71
CX Institutional
Indiana
$808K +$22.8K +643 +3%
MWM
72
Modera Wealth Management
New Jersey
$796K +$96.4K +2,722 +14%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$763K +$19.8K +558 +3%
SFP
74
Sandbox Financial Partners
Maryland
$722K +$172K +4,869 +31%
UFA
75
US Financial Advisors
Massachusetts
$718K +$48.3K +1,363 +7%
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3
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