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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

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.

Holders
262
Holders Change
+23
Holders Change %
+9.62%
% of All Funds
3.49%
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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$28.6M
2
Bank of America
2
Bank of America
North Carolina
$290M
3
DJSG
3
D.J. St. Germain
Massachusetts
$2.02M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$12.3M
5
AWP
5
Abacus Wealth Partners
California
$51.1M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$8.68M
2
I
2
IMPACTfolio
Colorado
$2.07M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$64.9M
4
UBS Group
4
UBS Group
Switzerland
$17.3M
5
AAS
5
Ameritas Advisory Services
Nebraska
$4.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
101
Orion Portfolio Solutions
Nebraska
$660K -$20.1K -479 -3%
BCI
102
Brinker Capital Investments
Pennsylvania
$660K -$20.1K -479 -3%
DWM
103
Destination Wealth Management
California
$659K – – –
EA
104
Evolution Advisers
Virginia
$645K -$1.13K -27 -0.2%
TWM
105
TriaGen Wealth Management
California
$640K – – –
EPW
106
Evergreen Private Wealth
Colorado
$640K +$796 +19 +0.1%
BF
107
BOK Financial
Oklahoma
$629K -$46.9K -1,133 -7%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$620K -$1.2M -28,751 -66%
Betterment LLC
109
Betterment LLC
New York
$617K +$150K +3,595 +32%
SWP
110
Stratos Wealth Partners
Ohio
$606K -$6.74K -161 -1%
CAM
111
Cresset Asset Management
Illinois
$603K – – –
P
112
&Partners
Tennessee
$595K +$595K +14,020 New
BRIA
113
Balanced Rock Investment Advisors
Massachusetts
$593K -$58.2K -1,389 -9%
DW
114
Dodds Wealth
Colorado
$567K +$13.2K +303 +2%
IAA
115
Independent Advisor Alliance
North Carolina
$562K +$562K +13,421 New
SDWMA
116
Schneider Downs Wealth Management Advisors
Pennsylvania
$559K +$358K +8,548 +178%
OMC
117
Old Mission Capital
Illinois
$550K -$114K -2,718 -17%
BFA
118
Bragg Financial Advisors
North Carolina
$544K -$21.8K -520 -4%
MA
119
Mutual Advisors
Nebraska
$538K -$14.8K -345 -3%
SFP
120
Sandbox Financial Partners
Maryland
$535K -$23.1K -551 -4%
VF
121
Virtu Financial
New York
$534K +$534K +12,745 New
SAS
122
Sage Advisory Services
Texas
$515K +$266K +6,338 +107%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$507K +$9.34K +223 +2%
DE
124
Diversified Enterprises
Delaware
$506K -$152K -3,639 -23%
WLIM
125
White Lighthouse Investment Management
Massachusetts
$502K -$3.77K -90 -0.7%
3 4
5
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