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Nuveen ESG Small-Cap ETF

262 hedge funds and large institutions have $925M invested in Nuveen ESG Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

10% more funds holding

Funds holding: 239262 (+23)

1% more capital invested

Capital invested by funds: $915M → $925M (+$9.72M)

0.26% more ownership

Funds ownership: 75.16%75.42% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 96

Holders
262
Holders Change
+23
Holders Change %
+9.62%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
93
Reduced
96
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
101
Brinker Capital Investments
Pennsylvania
$660K -$20.9K -479 -3%
OPS
102
Orion Portfolio Solutions
Nebraska
$660K -$20.9K -479 -3%
DWM
103
Destination Wealth Management
California
$659K
EA
104
Evolution Advisers
Virginia
$645K -$1.18K -27 -0.2%
TWM
105
TriaGen Wealth Management
California
$640K
EPW
106
Evergreen Private Wealth
Colorado
$640K +$830 +19 +0.1%
BF
107
BOK Financial
Oklahoma
$629K -$49.5K -1,133 -7%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$620K -$1.26M -28,751 -66%
Betterment LLC
109
Betterment LLC
New York
$617K +$157K +3,595 +32%
SWP
110
Stratos Wealth Partners
Ohio
$606K -$7.03K -161 -1%
CAM
111
Cresset Asset Management
Illinois
$603K
P
112
&Partners
Tennessee
$595K +$612K +14,020 New
BRIA
113
Balanced Rock Investment Advisors
Massachusetts
$593K -$60.6K -1,389 -9%
DW
114
Dodds Wealth
Colorado
$567K +$13.2K +303 +2%
IAA
115
Independent Advisor Alliance
North Carolina
$562K +$586K +13,421 New
SDWMA
116
Schneider Downs Wealth Management Advisors
Pennsylvania
$559K +$373K +8,548 +178%
OMC
117
Old Mission Capital
Illinois
$550K -$119K -2,718 -17%
BFA
118
Bragg Financial Advisors
North Carolina
$544K -$22.7K -520 -4%
MA
119
Mutual Advisors
Nebraska
$538K -$15.1K -345 -3%
SFP
120
Sandbox Financial Partners
Maryland
$535K -$24.1K -551 -4%
VF
121
Virtu Financial
New York
$534K +$556K +12,745 New
SAS
122
Sage Advisory Services
Texas
$515K +$277K +6,338 +107%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$507K +$9.74K +223 +2%
DE
124
Diversified Enterprises
Delaware
$506K -$159K -3,639 -23%
WLIM
125
White Lighthouse Investment Management
Massachusetts
$502K -$3.93K -90 -0.7%

NUSC Hedge Fund Activity: Q4 2024 in Review

262 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q4 2024, worth a combined $925M — up 1.1% from $915M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NUSC positions and 10 closed out — a net gain of 29 holders — while 93 added to existing stakes and 96 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.04M. The largest seller was Corient Private Wealth, cutting an estimated $5.36M.

  • 262 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q4 2024, up from 239 in Q3 2024.
  • Funds reported $925M of Nuveen ESG Small-Cap ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 39 funds opened new Nuveen ESG Small-Cap ETF positions in Q4 2024 and 10 closed out, a net change of +29 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q4 2024 was LPL Financial, an estimated $3.04M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q4 2024 was Corient Private Wealth, an estimated $5.36M sold.

Based on aggregated 13F filings for Q4 2024.