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Nuveen ESG Small-Cap ETF

232 hedge funds and large institutions have $834M invested in Nuveen ESG Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

0.12% less ownership

Funds ownership: 74.41%74.29% (-0.12%)

1% less funds holding

Funds holding: 234232 (-2)

5% less capital invested

Capital invested by funds: $880M → $834M (-$46.1M)

Holders
232
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
83
Reduced
82
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
76
Oppenheimer Asset Management
New York
$889K +$161K +4,069 +22%
UFA
77
US Financial Advisors
Massachusetts
$882K -$41.6K -1,050 -4%
NCM
78
Neumann Capital Management
California
$865K +$12.7K +320 +1%
LWP
79
Laurel Wealth Planning
Minnesota
$860K -$66.7K -1,682 -7%
SCA
80
Scott Capital Advisors
Oregon
$857K
EFN
81
Equita Financial Network
Pennsylvania
$831K +$113K +2,847 +16%
SC
82
Savant Capital
Illinois
$807K -$53.1K -1,338 -6%
PAG
83
Private Advisor Group
New Jersey
$755K -$69.5K -1,753 -8%
TRCT
84
Tower Research Capital (TRC)
New York
$747K +$597K +15,067 +384%
OCM
85
One Capital Management
California
$735K -$171K -4,308 -19%
BCI
86
Brinker Capital Investments
Pennsylvania
$728K -$238K -5,999 -24%
OPS
87
Orion Portfolio Solutions
Nebraska
$728K -$238K -5,999 -24%
RZH
88
Relyea Zuckerberg Hanson
Connecticut
$722K -$59.6K -1,502 -8%
VAS
89
Vestmark Advisory Solutions
Massachusetts
$711K +$32.6K +822 +5%
BF
90
BOK Financial
Oklahoma
$669K +$4K +101 +0.6%
MFG
91
Merit Financial Group
Georgia
$669K -$5.75K -145 -0.8%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$663K +$7.85K +198 +1%
D.E. Shaw & Co
93
D.E. Shaw & Co
New York
$658K +$664K +16,736 New
Focus Partners Wealth
94
Focus Partners Wealth
Massachusetts
$657K -$60.9K -1,537 -8%
CAM
95
Cresset Asset Management
Illinois
$652K +$657K +16,575 New
FIM
96
Freedom Investment Management
Connecticut
$640K +$61.7K +1,557 +11%
DWM
97
Destination Wealth Management
California
$635K
BRIA
98
Balanced Rock Investment Advisors
Massachusetts
$633K -$5.87K -148 -0.9%
SOAG
99
Silver Oak Advisory Group
Oregon
$630K -$23.8K -601 -4%
RJT
100
Raymond James Trust
Florida
$615K

NUSC Hedge Fund Activity: Q2 2024 in Review

232 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q2 2024, worth a combined $834M — down 5.2% from $880M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NUSC positions and 17 closed out — a net gain of 2 holders — while 83 added to existing stakes and 82 trimmed.

The largest buyer was Bank of America, adding an estimated $5.61M. The largest seller was Eastern Bank, cutting an estimated $5.09M.

  • 232 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q2 2024, down from 234 in Q1 2024.
  • Funds reported $834M of Nuveen ESG Small-Cap ETF stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 19 funds opened new Nuveen ESG Small-Cap ETF positions in Q2 2024 and 17 closed out, a net change of +2 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q2 2024 was Bank of America, an estimated $5.61M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q2 2024 was Eastern Bank, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2024.