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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

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.

Holders
212
Holders Change
+9
Holders Change %
+4.43%
% of All Funds
3.34%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
25
Increased
87
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$47M
2
Bank of America
2
Bank of America
North Carolina
$206M
3
AWP
3
Abacus Wealth Partners
California
$41.2M
4
SFS
4
Sowell Financial Services
Arkansas
$8.18M
5
UBS Group
5
UBS Group
Switzerland
$19M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
TF
2
TIAA FSB
Florida
$84M
3
I
3
IMPACTfolio
Colorado
$9.88M
4
ASN
4
Advisory Services Network
Georgia
$228K
5
Wells Fargo
5
Wells Fargo
California
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
NYLIM
101
New York Life Investment Management
New York
$505K 13,652 -13,028 -49%
CPP
102
Capasso Planning Partners
South Carolina
$504K 13,634 +2,148 +19%
TWM
103
Tradition Wealth Management
Minnesota
$503K 13,600 +288 +2%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$496K 13,407 +6,190 +86%
GEA
105
Glen Eagle Advisors
New Jersey
$494K 13,353 – –
Baird Financial Group
106
Baird Financial Group
Wisconsin
$484K 13,072 -1,319 -9%
DADC
107
D.A. Davidson & Co
Montana
$482K 13,039 +1,537 +13%
BFPW
108
BOK Financial Private Wealth
Colorado
$436K 11,788 -8,215 -41%
VAFP
109
Vahanian & Associates Financial Planning
New York
$435K 11,756 +675 +6%
FFA
110
First Foundation Advisors
California
$430K 11,614 -1,090 -9%
SS
111
Sound Stewardship
Kansas
$425K 11,484 – –
BFA
112
Bragg Financial Advisors
North Carolina
$419K 11,333 +397 +4%
AAS
113
Avantax Advisory Services
Texas
$417K 11,271 -334 -3%
SFG
114
Sage Financial Group
Pennsylvania
$412K 11,138 – –
PAS
115
Park Avenue Securities
New York
$391K 10,558 +43 +0.4%
WI
116
WrapManager Inc
California
$391K 10,563 +198 +2%
MFA
117
McClarren Financial Advisors
Pennsylvania
$387K 10,466 +3 +0%
MA
118
Mutual Advisors
Nebraska
$387K 10,450 -406 -4%
Franklin Resources
119
Franklin Resources
California
$386K 10,435 – –
PWM
120
Perigon Wealth Management
California
$378K 10,217 +10,217 New
CPIG
121
Chicago Partners Investment Group
Illinois
$370K 9,697 +9,697 New
QFA
122
Quantum Financial Advisors
California
$341K 9,206 -171 -2%
ATC
123
Adirondack Trust Company
New York
$330K 8,514 – –
AP
124
Adero Partners
California
$330K 8,916 -478 -5%
BBW
125
Blue Barn Wealth
Utah
$326K 8,801 -133 -1%
3 4
5
6 7