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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

262 hedge funds and large institutions have $925M invested in Nuveen ESG Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 10 closing their positions.

Holders
262
Holders Change
+23
Holders Change %
+9.62%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
93
Reduced
96
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$28.6M
2
Bank of America
2
Bank of America
North Carolina
$290M
3
DJSG
3
D.J. St. Germain
Massachusetts
$2.02M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$12.3M
5
AWP
5
Abacus Wealth Partners
California
$51.1M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$8.68M
2
I
2
IMPACTfolio
Colorado
$2.07M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$64.9M
4
UBS Group
4
UBS Group
Switzerland
$17.3M
5
AAS
5
Ameritas Advisory Services
Nebraska
$4.94M
Name Market Value Shares Shares
Change 		Shares
Change %
CFS
51
CGC Financial Services
Oregon
$2.15M 51,415 -398 -0.8%
SWM
52
SK Wealth Management
Rhode Island
$2.11M 50,268 – –
I
53
IMPACTfolio
Colorado
$2.07M 49,460 -58,522 -54%
Mariner
54
Mariner
Kansas
$2.03M 48,576 +2,912 +6%
SWM
55
SilverOak Wealth Management
Minnesota
$2.03M 48,446 +185 +0.4%
DJSG
56
D.J. St. Germain
Massachusetts
$2.02M 48,304 +48,304 New
HighTower Advisors
57
HighTower Advisors
Illinois
$1.99M 47,483 -11,129 -19%
LAMNM
58
Longview Asset Management (New Mexico)
New Mexico
$1.91M 45,569 +45,569 New
WTC
59
WhitTier Trust Company
Nevada
$1.89M 45,159 +7,141 +19%
BC
60
Brio Consultants
California
$1.85M 44,254 +4,531 +11%
Lazard Asset Management
61
Lazard Asset Management
New York
$1.75M 41,898 -1,388 -3%
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$1.73M 41,420 +1,896 +5%
WFAG
63
Wescott Financial Advisory Group
Pennsylvania
$1.73M 41,261 +231 +0.6%
VC
64
Vicus Capital
Pennsylvania
$1.69M 40,370 -328 -0.8%
EH
65
Equitable Holdings
New York
$1.64M 39,226 -5,178 -12%
XPN
66
XY Planning Network
Montana
$1.6M 38,265 +38,265 New
LSAG
67
Lake Street Advisors Group
New Hampshire
$1.46M 34,835 -9,794 -22%
WP
68
WealthShield Partners
North Carolina
$1.45M 34,611 +1,156 +3%
WA
69
Westfuller Advisors
New York
$1.42M 33,888 +404 +1%
AWS
70
Atria Wealth Solutions
New York
$1.37M 32,703 +3,867 +13%
HI
71
Harbour Investments
Wisconsin
$1.33M 31,738 +116 +0.4%
Lido Advisors
72
Lido Advisors
California
$1.26M 30,183 -14,222 -32%
Pathstone Holdings
73
Pathstone Holdings
New Jersey
$1.16M 27,724 -7,449 -21%
RWP
74
Revolve Wealth Partners
New Jersey
$1.14M 27,270 +1,060 +4%
KFAA
75
Klaas Financial Asset Advisors
Illinois
$1.13M 26,972 +1,350 +5%
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