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Nuveen ESG Small-Cap ETF

232 hedge funds and large institutions have $834M invested in Nuveen ESG Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

0.12% less ownership

Funds ownership: 74.41%74.29% (-0.12%)

1% less funds holding

Funds holding: 234232 (-2)

5% less capital invested

Capital invested by funds: $880M → $834M (-$46.1M)

Holders
232
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.35%
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
83
Reduced
82
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$1.86M +$325K +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 +$59.2K +1,493 +4%
WTC
56
WhitTier Trust Company
Nevada
$1.57M -$4.72K -119 -0.3%
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$1.55M +$20.6K +520 +1%
HI
58
Harbour Investments
Wisconsin
$1.5M -$99.1K -2,498 -6%
BC
59
Brio Consultants
California
$1.47M +$151K +3,804 +11%
WCFA
60
Walkner Condon Financial Advisors
Wisconsin
$1.4M +$80.3K +2,025 +6%
Pathstone Holdings
61
Pathstone Holdings
New Jersey
$1.38M +$319K +8,037 +30%
Osaic Holdings
62
Osaic Holdings
Arizona
$1.33M -$174K -4,387 -11%
EH
63
Equitable Holdings
New York
$1.33M +$67.3K +1,697 +5%
WP
64
WealthShield Partners
North Carolina
$1.31M +$15.6K +394 +1%
UB
65
UMB Bank
Missouri
$1.28M +$241K +6,086 +23%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$1.26M +$141K +3,547 +12%
Mariner
67
Mariner
Kansas
$1.17M -$129K -3,255 -10%
APP
68
Avantax Planning Partners
Iowa
$1.06M -$24.2K -610 -2%
KFAA
69
Klaas Financial Asset Advisors
Illinois
$1.04M -$392K -9,880 -27%
PWMG
70
Pioneer Wealth Management Group
Texas
$1.02M +$56.9K +1,436 +6%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$1.01M -$412K -10,392 -29%
SFS
72
Sowell Financial Services
Arkansas
$1M +$56K +1,412 +6%
RW
73
RVW Wealth
California
$930K +$4.6K +116 +0.5%
RWP
74
Revolve Wealth Partners
New Jersey
$925K +$151K +3,796 +19%
AA
75
Addison Advisors
Vermont
$924K -$13.5K -340 -1%

NUSC Hedge Fund Activity: Q2 2024 in Review

232 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q2 2024, worth a combined $834M — down 5.2% from $880M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NUSC positions and 17 closed out — a net gain of 2 holders — while 83 added to existing stakes and 82 trimmed.

The largest buyer was Bank of America, adding an estimated $5.61M. The largest seller was Eastern Bank, cutting an estimated $5.09M.

  • 232 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q2 2024, down from 234 in Q1 2024.
  • Funds reported $834M of Nuveen ESG Small-Cap ETF stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 19 funds opened new Nuveen ESG Small-Cap ETF positions in Q2 2024 and 17 closed out, a net change of +2 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q2 2024 was Bank of America, an estimated $5.61M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q2 2024 was Eastern Bank, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2024.