Nuveen ESG Small-Cap ETF
NUSC
156 hedge funds and large institutions have $682M invested in Nuveen ESG Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 21 reducing their positions, and 5 closing their positions.
360% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 5
333% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 21
21% more capital invested
Capital invested by funds: $565M → $682M (+$117M)
12% more funds holding
Funds holding: 139 → 156 (+17)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.73% less ownership
Funds ownership: 71.59% → 69.86% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$39.1M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$8.57M |
| 3 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
+$6.47M |
| 4 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$5.04M |
| 5 |
Morgan Stanley
New York
|
+$4.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$1.19M |
| 2 |
FFWM
Future Financial Wealth Management
Cincinnati,
Ohio
|
-$847K |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$821K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$721K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$570K |
NUSC Hedge Fund Activity: Q2 2021 in Review
156 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q2 2021, worth a combined $682M — up 21% from $565M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new NUSC positions and 5 closed out — a net gain of 18 holders — while 91 added to existing stakes and 21 trimmed.
The largest buyer was Bank of America, adding an estimated $39.1M. The largest seller was Creative Planning, cutting an estimated $1.19M.
- 156 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q2 2021, up from 139 in Q1 2021.
- Funds reported $682M of Nuveen ESG Small-Cap ETF stock for Q2 2021, up 21% quarter-over-quarter.
- 23 funds opened new Nuveen ESG Small-Cap ETF positions in Q2 2021 and 5 closed out, a net change of +18 holders.
- The largest Nuveen ESG Small-Cap ETF buyer in Q2 2021 was Bank of America, an estimated $39.1M added.
- The largest Nuveen ESG Small-Cap ETF seller in Q2 2021 was Creative Planning, an estimated $1.19M sold.
Based on aggregated 13F filings for Q2 2021.