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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

231 hedge funds and large institutions have $833M invested in Nuveen ESG Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 82 reducing their positions, and 17 closing their positions.

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
82
Reduced
82
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$266M
2
SAG
2
SageView Advisory Group
California
$2.8M
3
I
3
IMPACTfolio
Colorado
$4.28M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$19.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.9M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$433K
2
EB
2
Eastern Bank
Massachusetts
$229K
3
Morgan Stanley
3
Morgan Stanley
New York
$49.3M
4
AAS
4
Ameritas Advisory Services
Nebraska
$7.66M
5
UBS Group
5
UBS Group
Switzerland
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$1.86M +$323K +8,208 +21%
LSAG
52
Lake Street Advisors Group
New Hampshire
$1.76M – – –
Lazard Asset Management
53
Lazard Asset Management
New York
$1.7M – – –
VC
54
Vicus Capital
Pennsylvania
$1.6M +$103K +2,606 +7%
WFAG
55
Wescott Financial Advisory Group
Pennsylvania
$1.59M +$58.7K +1,493 +4%
WTC
56
WhitTier Trust Company
Nevada
$1.57M -$4.68K -119 -0.3%
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$1.55M +$20.5K +520 +1%
HI
58
Harbour Investments
Wisconsin
$1.5M -$98.3K -2,498 -6%
BC
59
Brio Consultants
California
$1.47M +$150K +3,804 +11%
WCFA
60
Walkner Condon Financial Advisors
Wisconsin
$1.4M +$79.7K +2,025 +6%
Pathstone Holdings
61
Pathstone Holdings
New Jersey
$1.38M +$316K +8,037 +30%
Osaic Holdings
62
Osaic Holdings
Arizona
$1.33M -$173K -4,387 -11%
EH
63
Equitable Holdings
New York
$1.33M +$66.8K +1,697 +5%
WP
64
WealthShield Partners
North Carolina
$1.31M +$15.5K +394 +1%
UB
65
UMB Bank
Missouri
$1.28M +$239K +6,086 +23%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$1.26M +$140K +3,547 +12%
Mariner
67
Mariner
Kansas
$1.17M -$128K -3,255 -10%
APP
68
Avantax Planning Partners
Iowa
$1.06M -$24K -610 -2%
KFAA
69
Klaas Financial Asset Advisors
Illinois
$1.04M -$389K -9,880 -27%
PWMG
70
Pioneer Wealth Management Group
Texas
$1.02M +$56.5K +1,436 +6%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$1.01M -$409K -10,392 -29%
SFS
72
Sowell Financial Services
Arkansas
$1M +$55.5K +1,412 +6%
RW
73
RVW Wealth
California
$930K +$4.56K +116 +0.5%
RWP
74
Revolve Wealth Partners
New Jersey
$925K +$149K +3,796 +19%
AA
75
Addison Advisors
Vermont
$924K -$13.4K -340 -1%
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3
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