We are live on ! Find out more
NUSC icon

Nuveen ESG Small-Cap ETF

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 17 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $834M → $915M (+$81.1M)

3% more funds holding

Funds holding: 232239 (+7)

0.87% more ownership

Funds ownership: 74.29%75.16% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 85

Holders
239
Holders Change
+7
Holders Change %
+3.02%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
82
Reduced
85
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UFA
76
US Financial Advisors
Massachusetts
$948K -$11.2K -271 -1%
SCA
77
Scott Capital Advisors
Oregon
$944K
NCM
78
Neumann Capital Management
California
$942K
WCFA
79
Walkner Condon Financial Advisors
Wisconsin
$939K -$567K -13,754 -39%
LWP
80
Laurel Wealth Planning
Minnesota
$908K -$26.8K -649 -3%
OAM
81
Oppenheimer Asset Management
New York
$906K -$60.5K -1,467 -6%
SC
82
Savant Capital
Illinois
$879K
VAS
83
Vestmark Advisory Solutions
Massachusetts
$865K +$87.3K +2,117 +12%
OCM
84
One Capital Management
California
$825K +$23.7K +575 +3%
RFA
85
RTD Financial Advisors
Pennsylvania
$738K +$118K +2,854 +20%
SIA
86
SGL Investment Advisors
Montana
$734K +$683K +16,562 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$731K +$8.78K +213 +1%
RZH
88
Relyea Zuckerberg Hanson
Connecticut
$727K -$57.8K -1,401 -8%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$724K +$8.25K +200 +1%
FIM
90
Freedom Investment Management
Connecticut
$707K +$9.44K +229 +1%
SOAG
91
Silver Oak Advisory Group
Oregon
$701K +$13.9K +337 +2%
BCI
92
Brinker Capital Investments
Pennsylvania
$696K -$93.5K -2,268 -12%
OPS
93
Orion Portfolio Solutions
Nebraska
$696K -$93.5K -2,268 -12%
BF
94
BOK Financial
Oklahoma
$685K -$28.6K -694 -4%
OMC
95
Old Mission Capital
Illinois
$679K +$653K +15,847 New
DWM
96
Destination Wealth Management
California
$674K -$16.9K -410 -3%
D
97
Diversified
Delaware
$673K +$8.25K +200 +1%
DE
98
Diversified Enterprises
Delaware
$673K +$648K +15,713 New
BRIA
99
Balanced Rock Investment Advisors
Massachusetts
$666K -$22.3K -542 -3%
EA
100
Evolution Advisers
Virginia
$661K -$4.78K -116 -0.7%

NUSC Hedge Fund Activity: Q3 2024 in Review

239 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q3 2024, worth a combined $915M — up 9.7% from $834M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NUSC positions and 10 closed out — a net gain of 7 holders — while 82 added to existing stakes and 85 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $5.63M. The largest seller was Ameriprise, cutting an estimated $8.94M.

  • 239 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q3 2024, up from 232 in Q2 2024.
  • Funds reported $915M of Nuveen ESG Small-Cap ETF stock for Q3 2024, up 9.7% quarter-over-quarter.
  • 17 funds opened new Nuveen ESG Small-Cap ETF positions in Q3 2024 and 10 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q3 2024 was Corient Private Wealth, an estimated $5.63M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q3 2024 was Ameriprise, an estimated $8.94M sold.

Based on aggregated 13F filings for Q3 2024.