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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

187 hedge funds and large institutions have $656M invested in Nuveen ESG Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+7
Holders Change %
+3.89%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
27
Increased
87
Reduced
42
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Mission Wealth Management
California
$21.2M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$6.17M
3
Ameriprise
3
Ameriprise
Minnesota
$17.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.2M
5
OMC
5
Old Mission Capital
Illinois
$1.96M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$227M
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$0
3
AWM
3
AE Wealth Management
Kansas
$0
4
Creative Planning
4
Creative Planning
Kansas
$3.69M
5
Wells Fargo
5
Wells Fargo
California
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
76
Equitable Holdings
New York
$654K -$95.4K -2,907 -13%
MWM
77
Modera Wealth Management
New Jersey
$650K +$274K +8,338 +73%
RW
78
RVW Wealth
California
$647K +$15.8K +482 +3%
WCFA
79
Walkner Condon Financial Advisors
Wisconsin
$631K +$57.8K +1,762 +10%
BFPW
80
BOK Financial Private Wealth
Colorado
$618K +$110K +3,352 +22%
V
81
Veritable
Delaware
$612K – – –
OAM
82
Oppenheimer Asset Management
New York
$606K +$4.59K +140 +0.8%
LNC
83
Lincoln National Corp
Pennsylvania
$598K +$18.4K +559 +3%
NCM
84
Neumann Capital Management
California
$594K +$105K +3,210 +22%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$585K +$42.5K +1,295 +8%
3LCM
86
3D/L Capital Management
Connecticut
$565K +$7.71K +235 +1%
RJA
87
Raymond James & Associates
Florida
$542K +$82.6K +2,518 +18%
RFA
88
RTD Financial Advisors
Pennsylvania
$531K +$150K +4,579 +40%
BWM
89
BerganKDV Wealth Management
Minnesota
$503K +$3.12K +95 +0.6%
Lido Advisors
90
Lido Advisors
California
$486K +$8.16K +249 +2%
SWP
91
Stratos Wealth Partners
Ohio
$482K -$44.7K -1,364 -8%
SFP
92
Sandbox Financial Partners
Maryland
$465K +$41.1K +1,252 +10%
EA
93
Evolution Advisers
Virginia
$459K +$248K +7,480 +118%
KAS
94
Kestra Advisory Services
Texas
$449K +$449K +13,689 New
GEA
95
Glen Eagle Advisors
New Jersey
$440K +$9.84K +300 +2%
AAS
96
Avantax Advisory Services
Texas
$436K +$15.6K +477 +4%
WLIM
97
White Lighthouse Investment Management
Massachusetts
$427K +$1.44K +44 +0.3%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$412K -$8.39K -256 -2%
TWM
99
TriaGen Wealth Management
California
$405K +$6.92K +211 +2%
VAFP
100
Vahanian & Associates Financial Planning
New York
$399K -$1.74K -53 -0.4%
2 3
4
5 6