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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

212 hedge funds and large institutions have $744M invested in Nuveen ESG Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
212
Holders Change
+9
Holders Change %
+4.43%
% of All Funds
3.34%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
25
Increased
87
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$47M
2
Bank of America
2
Bank of America
North Carolina
$206M
3
AWP
3
Abacus Wealth Partners
California
$41.2M
4
SFS
4
Sowell Financial Services
Arkansas
$8.18M
5
UBS Group
5
UBS Group
Switzerland
$19M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
TF
2
TIAA FSB
Florida
$84M
3
I
3
IMPACTfolio
Colorado
$9.88M
4
ASN
4
Advisory Services Network
Georgia
$228K
5
Wells Fargo
5
Wells Fargo
California
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
76
J.P. Morgan Private Wealth Advisors
California
$830K 22,446 -7,115 -24%
SCA
77
Scott Capital Advisors
Oregon
$809K 21,862 -1,654 -7%
SOS
78
Silver Oak Securities
Tennessee
$758K 20,490 +20,490 New
SFP
79
Sandbox Financial Partners
Maryland
$753K 20,351 -28 -0.1%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$744K 20,120 +2,205 +12%
UFA
81
US Financial Advisors
Massachusetts
$737K 19,919 -352 -2%
FANJ
82
Financial Architects (New Jersey)
New Jersey
$723K 19,539 +1,060 +6%
RJT
83
Raymond James Trust
Florida
$721K 19,495 -644 -3%
NCM
84
Neumann Capital Management
California
$714K 19,304 +1,100 +6%
OAM
85
Oppenheimer Asset Management
New York
$698K 18,883 +1,981 +12%
V
86
Veritable
Delaware
$690K 18,641 – –
PSF
87
Pacific Sun Financial
California
$650K 18,343 +18,343 New
SWP
88
Stratos Wealth Partners
Ohio
$647K 17,489 +5 +0%
BF
89
BOK Financial
Oklahoma
$642K 17,357 +194 +1%
RJA
90
Raymond James & Associates
Florida
$635K 17,159 +1,678 +11%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$620K 16,756 +42 +0.3%
3LCM
92
3D/L Capital Management
Connecticut
$601K 16,252 +493 +3%
EA
93
Evolution Advisers
Virginia
$565K 15,295 +427 +3%
PWMG
94
Pioneer Wealth Management Group
Texas
$558K 15,087 +836 +6%
WLIM
95
White Lighthouse Investment Management
Massachusetts
$555K 14,998 +461 +3%
TWM
96
TriaGen Wealth Management
California
$550K 14,865 +1,513 +11%
MFG
97
Merit Financial Group
Georgia
$544K 14,714 +2,308 +19%
RFA
98
RTD Financial Advisors
Pennsylvania
$533K 14,400 -3,906 -21%
CAN
99
Cetera Advisor Networks
California
$516K 13,954 -2,913 -17%
MML Investors Services
100
MML Investors Services
Massachusetts
$512K 13,836 +3,699 +36%
2 3
4
5 6