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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

207 hedge funds and large institutions have $708M invested in Nuveen ESG Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 60 reducing their positions, and 22 closing their positions.

Holders
207
Holders Change
-5
Holders Change %
-2.36%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
24
Increased
77
Reduced
60
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$13.1M
2
Bank of America
2
Bank of America
North Carolina
$199M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.4M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$3.65M
5
I
5
IMPACTfolio
Colorado
$11.8M

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$1.19M
2
Ameriprise
2
Ameriprise
Minnesota
$11.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Lido Advisors
4
Lido Advisors
California
$604K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
76
Level Four Advisory Services
Texas
$875K -$39.6K -1,137 -4%
PAG
77
Private Advisor Group
New Jersey
$830K +$9.16K +263 +1%
AA
78
Addison Advisors
Vermont
$829K – – –
RW
79
RVW Wealth
California
$818K +$6.16K +177 +0.8%
SFP
80
Sandbox Financial Partners
Maryland
$788K +$79K +2,268 +11%
SCA
81
Scott Capital Advisors
Oregon
$744K – – –
OAM
82
Oppenheimer Asset Management
New York
$735K +$77.8K +2,233 +12%
UFA
83
US Financial Advisors
Massachusetts
$731K +$36.9K +1,061 +5%
NCM
84
Neumann Capital Management
California
$693K +$20.9K +600 +3%
RJT
85
Raymond James Trust
Florida
$679K – – –
BPA
86
Beacon Pointe Advisors
California
$662K +$662K +19,012 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$656K +$654K +18,787 +40,841%
SWP
88
Stratos Wealth Partners
Ohio
$609K -$174 -5 -0%
Lido Advisors
89
Lido Advisors
California
$604K -$1.4M -40,148 -70%
BF
90
BOK Financial
Oklahoma
$598K +$35.7K +1,101 +6%
PSF
91
Pacific Sun Financial
California
$596K -$43.2K -1,240 -7%
PWMG
92
Pioneer Wealth Management Group
Texas
$585K +$59.4K +1,707 +11%
JPMPWA
93
J.P. Morgan Private Wealth Advisors
California
$577K -$204K -5,864 -26%
RJA
94
Raymond James & Associates
Florida
$576K -$21.4K -616 -4%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$568K -$15.5K -444 -3%
3LCM
96
3D/L Capital Management
Connecticut
$567K +$1.53K +44 +0.3%
VAS
97
Vestmark Advisory Solutions
Massachusetts
$562K -$226K -6,499 -29%
RFA
98
RTD Financial Advisors
Pennsylvania
$542K +$40.1K +1,152 +8%
TRCT
99
Tower Research Capital (TRC)
New York
$536K +$359K +10,316 +203%
MML Investors Services
100
MML Investors Services
Massachusetts
$532K +$50.1K +1,439 +10%
2 3
4
5 6