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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

227 hedge funds and large institutions have $831M invested in Nuveen ESG Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
39
Increased
80
Reduced
72
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$104M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$15.6M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$4.34M
4
RWP
4
RWA Wealth Partners
Massachusetts
$2.28M
5
LPL Financial
5
LPL Financial
California
$23.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$205M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$61.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.48M
4
AAS
4
Ameritas Advisory Services
Nebraska
$12.6M
5
I
5
IMPACTfolio
Colorado
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
101
Raymond James Trust
Florida
$612K -$151K -3,851 -20%
MML Investors Services
102
MML Investors Services
Massachusetts
$610K +$12.6K +321 +2%
MFG
103
Merit Financial Group
Georgia
$609K +$15.7K +402 +3%
PSF
104
Pacific Sun Financial
California
$592K -$76.5K -1,957 -11%
FIM
105
Freedom Investment Management
Connecticut
$587K +$587K +15,025 New
CPP
106
Capasso Planning Partners
South Carolina
$587K +$80.9K +2,068 +16%
EA
107
Evolution Advisers
Virginia
$586K – – –
TWM
108
TriaGen Wealth Management
California
$581K – – –
FFA
109
First Foundation Advisors
California
$576K +$58.9K +1,507 +11%
TWM
110
Tradition Wealth Management
Minnesota
$572K +$30.9K +790 +6%
EPW
111
Evergreen Private Wealth
Colorado
$559K +$559K +14,308 New
RFA
112
RTD Financial Advisors
Pennsylvania
$556K -$52.4K -1,340 -9%
Citigroup
113
Citigroup
New York
$556K +$556K +14,210 New
WLIM
114
White Lighthouse Investment Management
Massachusetts
$491K -$92K -2,353 -16%
GEA
115
Glen Eagle Advisors
New Jersey
$488K -$24.3K -621 -5%
VAFP
116
Vahanian & Associates Financial Planning
New York
$483K +$26.1K +667 +6%
DW
117
Dodds Wealth
Colorado
$473K +$473K +12,104 New
SOAG
118
Silver Oak Advisory Group
Oregon
$467K +$147K +3,764 +46%
BFA
119
Bragg Financial Advisors
North Carolina
$466K +$16.6K +424 +4%
BFPW
120
BOK Financial Private Wealth
Colorado
$461K – – –
AAS
121
Avantax Advisory Services
Texas
$455K +$4.69K +120 +1%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$447K -$4.15K -106 -0.9%
SS
123
Sound Stewardship
Kansas
$446K +$3.13K +80 +0.7%
B
124
Bensler
Washington
$429K +$429K +10,961 New
SRB
125
Shotwell Rutter Baer
Michigan
$428K +$428K +11,271 New
3 4
5
6 7