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Nuveen ESG Small-Cap ETF

239 hedge funds and large institutions have $915M invested in Nuveen ESG Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $834M → $915M (+$81.1M)

3% more funds holding

Funds holding: 232239 (+7)

0.87% more ownership

Funds ownership: 74.29%75.16% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 85

Holders
239
Holders Change
+7
Holders Change %
+3.02%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
82
Reduced
85
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$1.96M +$661K +16,031 +54%
LSAG
52
Lake Street Advisors Group
New Hampshire
$1.91M
Lido Advisors
53
Lido Advisors
California
$1.9M -$658K -15,967 -26%
EH
54
Equitable Holdings
New York
$1.9M +$435K +10,553 +31%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$1.89M +$499K +12,104 +38%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.87M +$736K +17,859 +69%
Lazard Asset Management
57
Lazard Asset Management
New York
$1.85M
WFAG
58
Wescott Financial Advisory Group
Pennsylvania
$1.76M +$26.3K +638 +2%
VC
59
Vicus Capital
Pennsylvania
$1.74M +$3.88K +94 +0.2%
BC
60
Brio Consultants
California
$1.7M +$95K +2,304 +6%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$1.69M +$7.88K +191 +0.5%
WTC
62
WhitTier Trust Company
Nevada
$1.63M -$73.1K -1,774 -4%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$1.51M +$536 +13 +0%
WA
64
Westfuller Advisors
New York
$1.43M +$1.38M +33,484 New
WP
65
WealthShield Partners
North Carolina
$1.43M +$2.6K +63 +0.2%
HI
66
Harbour Investments
Wisconsin
$1.35M -$272K -6,596 -17%
AWS
67
Atria Wealth Solutions
New York
$1.24M +$1.19M +28,836 New
RWP
68
Revolve Wealth Partners
New Jersey
$1.12M +$111K +2,697 +11%
UB
69
UMB Bank
Missouri
$1.12M -$264K -6,408 -20%
KFAA
70
Klaas Financial Asset Advisors
Illinois
$1.1M -$34.8K -844 -3%
Osaic Holdings
71
Osaic Holdings
Arizona
$1.07M -$364K -8,822 -26%
PWMG
72
Pioneer Wealth Management Group
Texas
$1.05M -$60.2K -1,460 -6%
EFN
73
Equita Financial Network
Pennsylvania
$1.01M +$105K +2,549 +12%
RW
74
RVW Wealth
California
$1.01M +$124 +3 +0%
AA
75
Addison Advisors
Vermont
$1.01M

NUSC Hedge Fund Activity: Q3 2024 in Review

239 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q3 2024, worth a combined $915M — up 9.7% from $834M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NUSC positions and 10 closed out — a net gain of 7 holders — while 82 added to existing stakes and 85 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $5.63M. The largest seller was Ameriprise, cutting an estimated $8.94M.

  • 239 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q3 2024, up from 232 in Q2 2024.
  • Funds reported $915M of Nuveen ESG Small-Cap ETF stock for Q3 2024, up 9.7% quarter-over-quarter.
  • 17 funds opened new Nuveen ESG Small-Cap ETF positions in Q3 2024 and 10 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q3 2024 was Corient Private Wealth, an estimated $5.63M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q3 2024 was Ameriprise, an estimated $8.94M sold.

Based on aggregated 13F filings for Q3 2024.