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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

234 hedge funds and large institutions have $880M invested in Nuveen ESG Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
80
Reduced
81
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$276M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$6.99M
3
GM
3
GeoWealth Management
Illinois
$3.9M
4
CA
4
Cetera Advisors
Colorado
$2.76M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$18.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.7M
2
I
2
IMPACTfolio
Colorado
$2.16M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.9M
4
SAG
4
SageView Advisory Group
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
101
Level Four Advisory Services
Texas
$656K – – –
RJT
102
Raymond James Trust
Florida
$651K – – –
FCG
103
Financial Connections Group
California
$648K -$34.7K -834 -5%
RFA
104
RTD Financial Advisors
Pennsylvania
$634K +$42.8K +1,029 +7%
EPW
105
Evergreen Private Wealth
Colorado
$630K +$35.1K +843 +6%
SWP
106
Stratos Wealth Partners
Ohio
$624K -$75.2K -1,809 -11%
SFP
107
Sandbox Financial Partners
Maryland
$620K -$196K -4,711 -24%
TWM
108
TriaGen Wealth Management
California
$619K +$1.08K +26 +0.2%
FIM
109
Freedom Investment Management
Connecticut
$612K -$12.7K -306 -2%
EA
110
Evolution Advisers
Virginia
$592K -$35.1K -842 -6%
PSF
111
Pacific Sun Financial
California
$583K -$46.6K -1,120 -7%
TWM
112
Tradition Wealth Management
Minnesota
$571K -$37K -889 -6%
Citigroup
113
Citigroup
New York
$554K -$36.6K -879 -6%
PPA
114
Painted Porch Advisors
California
$552K +$251K +6,039 +84%
BFA
115
Bragg Financial Advisors
North Carolina
$527K +$30.7K +739 +6%
WLIM
116
White Lighthouse Investment Management
Massachusetts
$509K -$14.1K -338 -3%
MFA
117
McClarren Financial Advisors
Pennsylvania
$497K +$61.1K +1,467 +14%
DW
118
Dodds Wealth
Colorado
$494K -$9.11K -219 -2%
AAS
119
Avantax Advisory Services
Texas
$492K +$8.65K +208 +2%
BFPW
120
BOK Financial Private Wealth
Colorado
$490K – – –
B
121
Bensler
Washington
$487K +$30.7K +739 +7%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$483K +$7.24K +174 +2%
CPP
123
Capasso Planning Partners
South Carolina
$482K -$143K -3,428 -23%
SS
124
Sound Stewardship
Kansas
$475K – – –
GEA
125
Glen Eagle Advisors
New Jersey
$465K -$54.1K -1,300 -10%
3 4
5
6 7