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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

234 hedge funds and large institutions have $880M invested in Nuveen ESG Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
80
Reduced
81
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$276M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$6.99M
3
GM
3
GeoWealth Management
Illinois
$3.9M
4
CA
4
Cetera Advisors
Colorado
$2.76M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$18.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.7M
2
I
2
IMPACTfolio
Colorado
$2.16M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.9M
4
SAG
4
SageView Advisory Group
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
51
Lake Street Advisors Group
New Hampshire
$1.86M +$4.28K +103 +0.2%
SWM
52
SilverOak Wealth Management
Minnesota
$1.85M +$14.4K +346 +0.8%
Lazard Asset Management
53
Lazard Asset Management
New York
$1.8M -$55.3K -1,330 -3%
HI
54
Harbour Investments
Wisconsin
$1.69M +$501K +12,044 +42%
WTC
55
WhitTier Trust Company
Nevada
$1.66M +$358K +8,616 +28%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$1.62M +$176K +4,225 +12%
WFAG
57
Wescott Financial Advisory Group
Pennsylvania
$1.62M +$62.4K +1,500 +4%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$1.61M -$16.2K -389 -1%
Osaic Holdings
59
Osaic Holdings
Arizona
$1.59M -$205K -4,924 -11%
VC
60
Vicus Capital
Pennsylvania
$1.58M -$8.48K -204 -0.5%
KFAA
61
Klaas Financial Asset Advisors
Illinois
$1.51M +$61.1K +1,469 +4%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.5M -$2.65M -63,705 -64%
WA
63
Westfuller Advisors
New York
$1.44M +$1.44M +34,647 New
WCFA
64
Walkner Condon Financial Advisors
Wisconsin
$1.4M -$43.7K -1,051 -3%
BC
65
Brio Consultants
California
$1.4M -$14.3K -343 -1%
WP
66
WealthShield Partners
North Carolina
$1.37M +$5.28K +127 +0.4%
Mariner
67
Mariner
Kansas
$1.37M +$1.37M +32,888 New
EH
68
Equitable Holdings
New York
$1.34M +$9.03K +217 +0.7%
Jones Financial Companies
69
Jones Financial Companies
Missouri
$1.19M +$91.4K +2,197 +8%
APP
70
Avantax Planning Partners
Iowa
$1.14M +$416 +10 +0%
Pathstone Holdings
71
Pathstone Holdings
New Jersey
$1.13M +$10.2K +245 +0.9%
UB
72
UMB Bank
Missouri
$1.1M -$44.3K -1,065 -4%
CAN
73
Cetera Advisor Networks
California
$1.06M -$40.6K -977 -4%
OPS
74
Orion Portfolio Solutions
Nebraska
$1.02M -$121K -2,908 -11%
BCI
75
Brinker Capital Investments
Pennsylvania
$1.02M -$121K -2,908 -11%
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