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Nuveen ESG Small-Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

10% more funds holding

Funds holding: 239262 (+23)

1% more capital invested

Capital invested by funds: $915M → $925M (+$9.72M)

0.26% more ownership

Funds ownership: 75.16%75.42% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 96

Holders
262
Holders Change
+23
Holders Change %
+9.62%
% of All Funds
3.45%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
51
CGC Financial Services
Oregon
$2.15M -$17.4K -398 -0.8%
SWM
52
SK Wealth Management
Rhode Island
$2.11M
I
53
IMPACTfolio
Colorado
$2.07M -$2.56M -58,522 -54%
Mariner
54
Mariner
Kansas
$2.03M +$127K +2,912 +6%
SWM
55
SilverOak Wealth Management
Minnesota
$2.03M +$8.08K +185 +0.4%
DJSG
56
D.J. St. Germain
Massachusetts
$2.02M +$2.11M +48,304 New
HighTower Advisors
57
HighTower Advisors
Illinois
$1.99M -$486K -11,129 -19%
LAMNM
58
Longview Asset Management (New Mexico)
New Mexico
$1.91M +$1.99M +45,569 New
WTC
59
WhitTier Trust Company
Nevada
$1.89M +$312K +7,141 +19%
BC
60
Brio Consultants
California
$1.85M +$198K +4,531 +11%
Lazard Asset Management
61
Lazard Asset Management
New York
$1.75M -$60.6K -1,388 -3%
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$1.73M +$82.8K +1,896 +5%
WFAG
63
Wescott Financial Advisory Group
Pennsylvania
$1.73M +$10.1K +231 +0.6%
VC
64
Vicus Capital
Pennsylvania
$1.69M -$14.3K -328 -0.8%
EH
65
Equitable Holdings
New York
$1.64M -$226K -5,178 -12%
XPN
66
XY Planning Network
Montana
$1.6M +$1.67M +38,265 New
LSAG
67
Lake Street Advisors Group
New Hampshire
$1.46M -$428K -9,794 -22%
WP
68
WealthShield Partners
North Carolina
$1.45M +$50.5K +1,156 +3%
WA
69
Westfuller Advisors
New York
$1.42M +$17.6K +404 +1%
AWS
70
Atria Wealth Solutions
New York
$1.37M +$169K +3,867 +13%
HI
71
Harbour Investments
Wisconsin
$1.33M +$5.07K +116 +0.4%
Lido Advisors
72
Lido Advisors
California
$1.26M -$621K -14,222 -32%
Pathstone Holdings
73
Pathstone Holdings
New Jersey
$1.16M -$325K -7,449 -21%
RWP
74
Revolve Wealth Partners
New Jersey
$1.14M +$46.3K +1,060 +4%
KFAA
75
Klaas Financial Asset Advisors
Illinois
$1.13M +$58.9K +1,350 +5%

NUSC Hedge Fund Activity: Q4 2024 in Review

262 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q4 2024, worth a combined $925M — up 1.1% from $915M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NUSC positions and 10 closed out — a net gain of 29 holders — while 93 added to existing stakes and 96 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.04M. The largest seller was Corient Private Wealth, cutting an estimated $5.36M.

  • 262 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q4 2024, up from 239 in Q3 2024.
  • Funds reported $925M of Nuveen ESG Small-Cap ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 39 funds opened new Nuveen ESG Small-Cap ETF positions in Q4 2024 and 10 closed out, a net change of +29 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q4 2024 was LPL Financial, an estimated $3.04M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q4 2024 was Corient Private Wealth, an estimated $5.36M sold.

Based on aggregated 13F filings for Q4 2024.