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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

234 hedge funds and large institutions have $880M invested in Nuveen ESG Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
80
Reduced
81
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$276M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$6.99M
3
GM
3
GeoWealth Management
Illinois
$3.9M
4
CA
4
Cetera Advisors
Colorado
$2.76M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$18.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.7M
2
I
2
IMPACTfolio
Colorado
$2.16M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.9M
4
SAG
4
SageView Advisory Group
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
76
Pioneer Wealth Management Group
Texas
$1.02M -$46.7K -1,123 -4%
SFS
77
Sowell Financial Services
Arkansas
$999K +$102K +2,443 +11%
AA
78
Addison Advisors
Vermont
$991K – – –
LWP
79
Laurel Wealth Planning
Minnesota
$979K -$124K -2,983 -11%
RW
80
RVW Wealth
California
$978K +$7.32K +176 +0.8%
UFA
81
US Financial Advisors
Massachusetts
$976K +$45.2K +1,087 +5%
OCM
82
One Capital Management
California
$956K +$665K +15,982 +228%
SC
83
Savant Capital
Illinois
$909K -$55.1K -1,325 -6%
SCA
84
Scott Capital Advisors
Oregon
$901K – – –
NCM
85
Neumann Capital Management
California
$901K +$35.8K +860 +4%
PAG
86
Private Advisor Group
New Jersey
$871K -$62.5K -1,502 -7%
RZH
87
Relyea Zuckerberg Hanson
Connecticut
$826K -$278K -6,683 -25%
RWP
88
Revolve Wealth Partners
New Jersey
$820K +$154K +3,697 +23%
OAM
89
Oppenheimer Asset Management
New York
$771K -$153K -3,669 -17%
EFN
90
Equita Financial Network
Pennsylvania
$760K +$305K +7,332 +67%
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$758K -$735K -17,683 -49%
RJA
92
Raymond James & Associates
Florida
$754K -$12.9K -311 -2%
VAS
93
Vestmark Advisory Solutions
Massachusetts
$717K +$60.2K +1,448 +9%
BF
94
BOK Financial
Oklahoma
$696K -$103K -2,498 -13%
SOAG
95
Silver Oak Advisory Group
Oregon
$693K +$196K +4,699 +39%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$693K -$37.6K -904 -5%
MFG
97
Merit Financial Group
Georgia
$677K +$61.9K +1,568 +10%
BRIA
98
Balanced Rock Investment Advisors
Massachusetts
$675K -$4.33K -104 -0.6%
DWM
99
Destination Wealth Management
California
$671K -$128K -3,080 -16%
MML Investors Services
100
MML Investors Services
Massachusetts
$667K +$18K +432 +3%
2 3
4
5 6