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Nuveen ESG Small-Cap ETF

232 hedge funds and large institutions have $834M invested in Nuveen ESG Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

0.12% less ownership

Funds ownership: 74.41%74.29% (-0.12%)

1% less funds holding

Funds holding: 234232 (-2)

5% less capital invested

Capital invested by funds: $880M → $834M (-$46.1M)

Holders
232
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
83
Reduced
82
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
101
Evolution Advisers
Virginia
$611K +$53.1K +1,339 +9%
D
102
Diversified
Delaware
$610K +$615K +15,513 New
RJA
103
Raymond James & Associates
Florida
$608K -$106K -2,673 -15%
PPA
104
Painted Porch Advisors
California
$604K +$82.4K +2,079 +16%
EPW
105
Evergreen Private Wealth
Colorado
$595K -$1.03K -26 -0.2%
TWM
106
TriaGen Wealth Management
California
$586K
SWP
107
Stratos Wealth Partners
Ohio
$579K -$11.6K -292 -2%
SFP
108
Sandbox Financial Partners
Maryland
$566K -$20.7K -522 -3%
RFA
109
RTD Financial Advisors
Pennsylvania
$565K -$34.4K -867 -6%
Citigroup
110
Citigroup
New York
$547K +$22.7K +572 +4%
MA
111
Mutual Advisors
Nebraska
$545K +$108K +2,719 +27%
BFA
112
Bragg Financial Advisors
North Carolina
$527K +$29.5K +743 +6%
TWM
113
Tradition Wealth Management
Minnesota
$521K -$19.3K -486 -4%
FCG
114
Financial Connections Group
California
$519K -$93.4K -2,356 -15%
PSF
115
Pacific Sun Financial
California
$510K -$42.4K -1,070 -8%
SWA
116
Sax Wealth Advisors
New Jersey
$508K +$512K +12,902 New
WLIM
117
White Lighthouse Investment Management
Massachusetts
$507K +$25.8K +650 +5%
MML Investors Services
118
MML Investors Services
Massachusetts
$497K -$135K -3,404 -21%
DW
119
Dodds Wealth
Colorado
$475K +$13.5K +341 +3%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$474K +$17K +428 +4%
AAS
121
Avantax Advisory Services
Texas
$471K +$5.75K +145 +1%
BFPW
122
BOK Financial Private Wealth
Colorado
$467K +$3.21K +81 +0.7%
CPP
123
Capasso Planning Partners
South Carolina
$453K -$2.66K -67 -0.6%
SS
124
Sound Stewardship
Kansas
$449K
MFA
125
McClarren Financial Advisors
Pennsylvania
$433K -$459K -11,584 -97%

NUSC Hedge Fund Activity: Q2 2024 in Review

232 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q2 2024, worth a combined $834M — down 5.2% from $880M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NUSC positions and 17 closed out — a net gain of 2 holders — while 83 added to existing stakes and 82 trimmed.

The largest buyer was Bank of America, adding an estimated $5.61M. The largest seller was Eastern Bank, cutting an estimated $5.09M.

  • 232 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q2 2024, down from 234 in Q1 2024.
  • Funds reported $834M of Nuveen ESG Small-Cap ETF stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 19 funds opened new Nuveen ESG Small-Cap ETF positions in Q2 2024 and 17 closed out, a net change of +2 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q2 2024 was Bank of America, an estimated $5.61M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q2 2024 was Eastern Bank, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2024.