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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

212 hedge funds and large institutions have $744M invested in Nuveen ESG Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
212
Holders Change
+9
Holders Change %
+4.43%
% of All Funds
3.34%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
25
Increased
87
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$47M
2
Bank of America
2
Bank of America
North Carolina
$206M
3
AWP
3
Abacus Wealth Partners
California
$41.2M
4
SFS
4
Sowell Financial Services
Arkansas
$8.18M
5
UBS Group
5
UBS Group
Switzerland
$19M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
TF
2
TIAA FSB
Florida
$84M
3
I
3
IMPACTfolio
Colorado
$9.88M
4
ASN
4
Advisory Services Network
Georgia
$228K
5
Wells Fargo
5
Wells Fargo
California
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LWP
51
Laurel Wealth Planning
Minnesota
$1.5M 40,553 -10,857 -21%
PI
52
PFG Investments
New York
$1.47M 39,809 +761 +2%
RZH
53
Relyea Zuckerberg Hanson
Connecticut
$1.46M 39,508 -3,181 -7%
KFAA
54
Klaas Financial Asset Advisors
Illinois
$1.4M 37,793 +4,601 +14%
WFAG
55
Wescott Financial Advisory Group
Pennsylvania
$1.31M 35,322 +280 +0.8%
PHAM
56
Palisades Hudson Asset Management
Florida
$1.3M 35,216 +10,491 +42%
MWM
57
Modera Wealth Management
New Jersey
$1.28M 34,634 +12,164 +54%
SHGA
58
Sand Hill Global Advisors
California
$1.2M 32,339 – –
PI
59
PFS Investments
Georgia
$1.2M 32,317 +32,317 New
FCG
60
Financial Connections Group
California
$1.18M 31,991 +8,171 +34%
WTC
61
WhitTier Trust Company
Nevada
$1.16M 31,425 +476 +2%
SC
62
Savant Capital
Illinois
$1.16M 31,386 +1,488 +5%
WP
63
WealthShield Partners
North Carolina
$1.16M 31,319 +27 +0.1%
APP
64
Avantax Planning Partners
Iowa
$1.15M 31,162 +270 +0.9%
BC
65
Brio Consultants
California
$1.14M 30,741 +1,601 +5%
WCFA
66
Walkner Condon Financial Advisors
Wisconsin
$1.09M 29,371 +1,951 +7%
BWM
67
BerganKDV Wealth Management
Minnesota
$1.07M 28,936 +10,653 +58%
HI
68
Harbour Investments
Wisconsin
$1.01M 27,429 +2,379 +9%
LFAS
69
Level Four Advisory Services
Texas
$972K 26,267 +26,267 New
UB
70
UMB Bank
Missouri
$967K 26,145 -2,130 -8%
CI
71
CX Institutional
Indiana
$902K 24,378 +1,545 +7%
AA
72
Addison Advisors
Vermont
$881K 23,820 – –
PAG
73
Private Advisor Group
New Jersey
$872K 23,570 -3,043 -11%
RW
74
RVW Wealth
California
$863K 23,318 +3,368 +17%
VAS
75
Vestmark Advisory Solutions
Massachusetts
$838K 22,648 +1,095 +5%
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3
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