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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

187 hedge funds and large institutions have $656M invested in Nuveen ESG Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+7
Holders Change %
+3.89%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
27
Increased
87
Reduced
42
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Mission Wealth Management
California
$21.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$6.17M
3
Ameriprise
Ameriprise
Minnesota
$17.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.2M
5
OMC
Old Mission Capital
Illinois
$1.96M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$227M
2
MIAN
Mariner Independent Advisor Network
Kansas
$0
3
AWM
AE Wealth Management
Kansas
$0
4
Creative Planning
Creative Planning
Kansas
$3.69M
5
Wells Fargo
Wells Fargo
California
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
Stordahl Capital Management
Colorado
$278K – – –
MML Investors Services
127
MML Investors Services
Massachusetts
$276K +$28.2K +862 +11%
SPC
128
Sigma Planning Corp
Michigan
$272K -$11.8K -361 -4%
OCM
129
One Capital Management
California
$268K +$47.3K +1,447 +21%
GLA
130
Good Life Advisors
Pennsylvania
$264K +$9.97K +304 +4%
DWM
131
Destination Wealth Management
California
$264K +$264K +8,037 New
GKWIM
132
Gerber Kawasaki Wealth & Investment Management
California
$261K +$25.4K +775 +11%
PHAM
133
Palisades Hudson Asset Management
Florida
$253K – – –
TC
134
Trust Company
Kansas
$243K +$6.57K +200 +3%
BG
135
Benedetti & Gucer
Georgia
$237K +$27.3K +812 +13%
CWM
136
Collaborative Wealth Management
Florida
$226K +$226K +6,900 New
NAMM
137
NorthStar Asset Management (Massachusetts)
Massachusetts
$226K +$226K +6,873 New
AL
138
Aspiriant LLC
California
$213K – – –
MI
139
Moneywise Inc
Virginia
$212K +$212K +6,453 New
JWCA
140
J.W. Cole Advisors
Florida
$209K – – –
Jones Financial Companies
141
Jones Financial Companies
Missouri
$200K +$102K +3,025 +105%
Bessemer Group
142
Bessemer Group
New Jersey
$190K – – –
Fidelity Investments
143
Fidelity Investments
Massachusetts
$188K -$4.47K -136 -2%
SWA
144
SOA Wealth Advisors
New York
$157K +$157K +4,787 New
CCM
145
Cribstone Capital Management
Maine
$146K +$11.4K +346 +8%
SAM
146
S.A. Mason
Michigan
$133K +$6.8K +208 +5%
LFG
147
Larson Financial Group
Missouri
$130K -$50.7K -1,547 -28%
BMD
148
Better Money Decisions
New Mexico
$120K +$120K +3,647 New
MCM
149
Manchester Capital Management
Vermont
$105K – – –
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$102K +$33.7K +1,031 +49%
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6
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