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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

239 hedge funds and large institutions have $915M invested in Nuveen ESG Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 81 increasing their positions, 85 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+8
Holders Change %
+3.46%
% of All Funds
3.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
81
Reduced
85
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$14.1M
2
Bank of America
2
Bank of America
North Carolina
$294M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$23.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.8M
5
FPF
5
First Pacific Financial
Washington
$9.41M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$7.59M
2
AAS
2
Ameritas Advisory Services
Nebraska
$6.5M
3
PI
3
PFG Investments
New York
$336K
4
Creative Planning
4
Creative Planning
Kansas
$8.67M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UFA
76
US Financial Advisors
Massachusetts
$948K -$11.6K -271 -1%
SCA
77
Scott Capital Advisors
Oregon
$944K – – –
NCM
78
Neumann Capital Management
California
$942K – – –
WCFA
79
Walkner Condon Financial Advisors
Wisconsin
$939K -$589K -13,754 -39%
LWP
80
Laurel Wealth Planning
Minnesota
$908K -$27.8K -649 -3%
OAM
81
Oppenheimer Asset Management
New York
$906K -$62.8K -1,467 -6%
SC
82
Savant Capital
Illinois
$879K – – –
VAS
83
Vestmark Advisory Solutions
Massachusetts
$865K +$90.7K +2,117 +12%
OCM
84
One Capital Management
California
$825K +$24.6K +575 +3%
RFA
85
RTD Financial Advisors
Pennsylvania
$738K +$122K +2,854 +20%
SIA
86
SGL Investment Advisors
Montana
$734K +$734K +16,562 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$731K +$9.13K +213 +1%
RZH
88
Relyea Zuckerberg Hanson
Connecticut
$727K -$60K -1,401 -8%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$724K +$8.57K +200 +1%
FIM
90
Freedom Investment Management
Connecticut
$707K +$9.81K +229 +1%
SOAG
91
Silver Oak Advisory Group
Oregon
$701K +$14.4K +337 +2%
OPS
92
Orion Portfolio Solutions
Nebraska
$696K -$97.2K -2,268 -12%
BCI
93
Brinker Capital Investments
Pennsylvania
$696K -$97.2K -2,268 -12%
BF
94
BOK Financial
Oklahoma
$685K -$29.1K -694 -4%
OMC
95
Old Mission Capital
Illinois
$679K +$679K +15,847 New
DWM
96
Destination Wealth Management
California
$674K -$17.6K -410 -3%
D
97
Diversified
Delaware
$673K +$8.57K +200 +1%
DE
98
Diversified Enterprises
Delaware
$673K +$673K +15,713 New
BRIA
99
Balanced Rock Investment Advisors
Massachusetts
$666K -$23.2K -542 -3%
EA
100
Evolution Advisers
Virginia
$661K -$4.97K -116 -0.7%
2 3
4
5 6