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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

239 hedge funds and large institutions have $915M invested in Nuveen ESG Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 81 increasing their positions, 85 reducing their positions, and 10 closing their positions.

Holders
239
Holders Change
+8
Holders Change %
+3.46%
% of All Funds
3.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
81
Reduced
85
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$14.1M
2
Bank of America
2
Bank of America
North Carolina
$294M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$23.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.8M
5
FPF
5
First Pacific Financial
Washington
$9.41M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$7.59M
2
AAS
2
Ameritas Advisory Services
Nebraska
$6.5M
3
PI
3
PFG Investments
New York
$336K
4
Creative Planning
4
Creative Planning
Kansas
$8.67M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
101
TriaGen Wealth Management
California
$654K +$16.3K +381 +3%
EPW
102
Evergreen Private Wealth
Colorado
$653K +$5.4K +126 +0.8%
MFG
103
Merit Financial Group
Georgia
$653K -$74.9K -1,749 -10%
RJA
104
Raymond James & Associates
Florida
$648K -$14.2K -332 -2%
PPA
105
Painted Porch Advisors
California
$644K -$13.8K -323 -2%
SWP
106
Stratos Wealth Partners
Ohio
$626K -$3.81K -89 -0.6%
CAM
107
Cresset Asset Management
Illinois
$617K -$92.8K -2,166 -13%
RJT
108
Raymond James Trust
Florida
$592K -$78.2K -1,825 -12%
AAS
109
Avantax Advisory Services
Texas
$586K +$72.4K +1,690 +14%
BFA
110
Bragg Financial Advisors
North Carolina
$578K +$3.98K +93 +0.7%
SFP
111
Sandbox Financial Partners
Maryland
$571K -$46.2K -1,078 -7%
SWA
112
Sax Wealth Advisors
New Jersey
$565K +$11.8K +275 +2%
TWM
113
Tradition Wealth Management
Minnesota
$563K -$4.03K -94 -0.7%
FCG
114
Financial Connections Group
California
$555K -$10.7K -250 -2%
MA
115
Mutual Advisors
Nebraska
$544K – – –
DW
116
Dodds Wealth
Colorado
$535K +$20.9K +496 +4%
PSF
117
Pacific Sun Financial
California
$525K -$29.6K -690 -5%
MML Investors Services
118
MML Investors Services
Massachusetts
$518K -$22.4K -524 -4%
WLIM
119
White Lighthouse Investment Management
Massachusetts
$518K -$34.1K -795 -6%
SRB
120
Shotwell Rutter Baer
Michigan
$513K +$41K +965 +9%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$509K -$6.94K -162 -1%
SS
122
Sound Stewardship
Kansas
$489K – – –
Betterment LLC
123
Betterment LLC
New York
$478K +$229K +5,351 +92%
CPP
124
Capasso Planning Partners
South Carolina
$475K -$19K -444 -4%
B
125
Bensler
Washington
$472K +$3.56K +83 +0.8%
3 4
5
6 7