Nuveen ESG Small-Cap ETF
NUSC
212 hedge funds and large institutions have $744M invested in Nuveen ESG Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 54 reducing their positions, and 15 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
61% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 54
11% more capital invested
Capital invested by funds: $669M → $744M (+$74.6M)
4% more funds holding
Funds holding: 203 → 212 (+9)
0.6% more ownership
Funds ownership: 71.48% → 72.07% (+0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.15M |
| 3 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$4.33M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$3.05M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$13M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$1.83M |
| 3 |
I
IMPACTfolio
Denver,
Colorado
|
-$1.73M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1.22M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.14M |
NUSC Hedge Fund Activity: Q2 2023 in Review
212 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q2 2023, worth a combined $744M — up 11% from $669M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new NUSC positions and 15 closed out — a net gain of 10 holders — while 87 added to existing stakes and 54 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.3M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $13M sold.
- 212 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q2 2023, up from 203 in Q1 2023.
- Funds reported $744M of Nuveen ESG Small-Cap ETF stock for Q2 2023, up 11% quarter-over-quarter.
- 25 funds opened new Nuveen ESG Small-Cap ETF positions in Q2 2023 and 15 closed out, a net change of +10 holders.
- The largest Nuveen ESG Small-Cap ETF buyer in Q2 2023 was Morgan Stanley, an estimated $15.3M added.
- The largest Nuveen ESG Small-Cap ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $13M sold.
Based on aggregated 13F filings for Q2 2023.