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Nuveen ESG Small-Cap ETF

187 hedge funds and large institutions have $656M invested in Nuveen ESG Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 42

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

4% more funds holding

Funds holding: 180187 (+7)

3.19% less ownership

Funds ownership: 79.76%76.57% (-3.2%)

21% less capital invested

Capital invested by funds: $830M → $656M (-$174M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
187
Holders Change
+7
Holders Change %
+3.89%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
27
Increased
87
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
101
Cetera Advisor Networks
California
$397K -$43.4K -1,207 -9%
SC
102
Savant Capital
Illinois
$397K +$435K +12,095 New
WI
103
WrapManager Inc
California
$394K -$863 -24 -0.2%
TWM
104
Tradition Wealth Management
Minnesota
$383K +$935 +26 +0.2%
UWM
105
Urban Wealth Management
California
$375K +$411K +11,414 New
CPP
106
Capasso Planning Partners
South Carolina
$369K +$23.3K +647 +6%
CI
107
CX Institutional
Indiana
$366K +$1.48K +41 +0.4%
SFG
108
Sage Financial Group
Pennsylvania
$365K
BF
109
BOK Financial
Oklahoma
$362K +$48.2K +1,339 +14%
AGA
110
Arkos Global Advisors
Texas
$350K +$2.63K +73 +0.7%
BFA
111
Bragg Financial Advisors
North Carolina
$350K +$22.6K +627 +6%
Franklin Resources
112
Franklin Resources
California
$342K +$92.8K +2,580 +33%
PFO
113
Pathstone Family Office
New Jersey
$322K +$56.9K +1,582 +19%
PAS
114
Park Avenue Securities
New York
$322K +$827 +23 +0.2%
FHA
115
First Horizon Advisors
Tennessee
$319K +$350K +9,723 New
MFG
116
Merit Financial Group
Georgia
$313K +$343K +9,525 New
BBW
117
Blue Barn Wealth
Utah
$310K -$2.09K -58 -0.6%
AP
118
Adero Partners
California
$310K +$336K +9,350 New
DADC
119
D.A. Davidson & Co
Montana
$307K -$31.3K -870 -8%
FFA
120
First Foundation Advisors
California
$307K +$337K +9,368 New
FUBT
121
First United Bank & Trust
Maryland
$301K -$28.1K -780 -8%
RCA
122
Resonant Capital Advisors
Wisconsin
$289K
TAIM
123
TD Ameritrade Investment Management
Nebraska
$285K -$8.56K -238 -3%
AIM
124
Acropolis Investment Management
Missouri
$285K
ATC
125
Adirondack Trust Company
New York
$279K

NUSC Hedge Fund Activity: Q2 2022 in Review

187 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q2 2022, worth a combined $656M — down 21% from $830M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NUSC positions and 19 closed out — a net gain of 8 holders — while 87 added to existing stakes and 42 trimmed.

The largest buyer was Mission Wealth Management, adding an estimated $3.71M. The largest seller was Bank of America, cutting an estimated $54.5M.

  • 187 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q2 2022, up from 180 in Q1 2022.
  • Funds reported $656M of Nuveen ESG Small-Cap ETF stock for Q2 2022, down 21% quarter-over-quarter.
  • 27 funds opened new Nuveen ESG Small-Cap ETF positions in Q2 2022 and 19 closed out, a net change of +8 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q2 2022 was Mission Wealth Management, an estimated $3.71M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q2 2022 was Bank of America, an estimated $54.5M sold.

Based on aggregated 13F filings for Q2 2022.