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Nuveen ESG Small-Cap ETF

262 hedge funds and large institutions have $925M invested in Nuveen ESG Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

10% more funds holding

Funds holding: 239262 (+23)

1% more capital invested

Capital invested by funds: $915M → $925M (+$9.72M)

0.26% more ownership

Funds ownership: 75.16%75.42% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 96

Holders
262
Holders Change
+23
Holders Change %
+9.62%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
93
Reduced
96
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
76
UMB Bank
Missouri
$1.08M -$16.9K -387 -1%
EFN
77
Equita Financial Network
Pennsylvania
$1.04M +$53.5K +1,226 +5%
Osaic Holdings
78
Osaic Holdings
Arizona
$1.02M -$30.3K -693 -3%
RW
79
RVW Wealth
California
$999K +$9.26K +212 +0.9%
AA
80
Addison Advisors
Vermont
$945K -$39.9K -915 -4%
UFA
81
US Financial Advisors
Massachusetts
$930K +$3.27K +75 +0.3%
SCA
82
Scott Capital Advisors
Oregon
$926K +$9.82K +225 +1%
NCM
83
Neumann Capital Management
California
$912K -$8.73K -200 -0.9%
VAS
84
Vestmark Advisory Solutions
Massachusetts
$877K +$33.2K +761 +4%
OAM
85
Oppenheimer Asset Management
New York
$870K -$15.8K -363 -2%
RZH
86
Relyea Zuckerberg Hanson
Connecticut
$849K +$144K +3,307 +19%
WCFA
87
Walkner Condon Financial Advisors
Wisconsin
$828K -$93.9K -2,150 -10%
LWP
88
Laurel Wealth Planning
Minnesota
$825K -$65.8K -1,507 -7%
SC
89
Savant Capital
Illinois
$818K -$42.7K -978 -5%
Jane Street
90
Jane Street
New York
$801K +$453K +10,381 +119%
FIM
91
Freedom Investment Management
Connecticut
$749K +$60.7K +1,390 +8%
SIA
92
SGL Investment Advisors
Montana
$725K +$18.6K +426 +3%
OCM
93
One Capital Management
California
$722K -$87.6K -2,006 -10%
PPA
94
Painted Porch Advisors
California
$718K +$92.4K +2,116 +14%
AAS
95
Avantax Advisory Services
Texas
$699K +$131K +3,009 +22%
Focus Partners Wealth
96
Focus Partners Wealth
Massachusetts
$695K -$13.8K -316 -2%
RFA
97
RTD Financial Advisors
Pennsylvania
$694K -$28.8K -659 -4%
SOAG
98
Silver Oak Advisory Group
Oregon
$687K +$1.27K +29 +0.2%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$671K -$45.4K -1,040 -6%
MFG
100
Merit Financial Group
Georgia
$668K +$30.9K +707 +5%

NUSC Hedge Fund Activity: Q4 2024 in Review

262 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q4 2024, worth a combined $925M — up 1.1% from $915M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NUSC positions and 10 closed out — a net gain of 29 holders — while 93 added to existing stakes and 96 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.04M. The largest seller was Corient Private Wealth, cutting an estimated $5.36M.

  • 262 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q4 2024, up from 239 in Q3 2024.
  • Funds reported $925M of Nuveen ESG Small-Cap ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 39 funds opened new Nuveen ESG Small-Cap ETF positions in Q4 2024 and 10 closed out, a net change of +29 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q4 2024 was LPL Financial, an estimated $3.04M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q4 2024 was Corient Private Wealth, an estimated $5.36M sold.

Based on aggregated 13F filings for Q4 2024.