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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

203 hedge funds and large institutions have $669M invested in Nuveen ESG Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
80
Reduced
66
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$192M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$7.6M
3
AWP
Abacus Wealth Partners
California
$34.4M
4
LPL Financial
LPL Financial
California
$16.9M
5
MWM
Mission Wealth Management
California
$26.1M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$14.9M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
UBS Group
UBS Group
Switzerland
$15.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$33.1M
5
IA
IFP Advisors
Florida
$417K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
126
Acropolis Investment Management
Missouri
$308K – – –
ATC
127
Adirondack Trust Company
New York
$301K +$496 +14 +0.2%
RCA
128
Resonant Capital Advisors
Wisconsin
$299K -$8.5K -240 -3%
GKWIM
129
Gerber Kawasaki Wealth & Investment Management
California
$295K -$119K -3,354 -29%
SCM
130
Stordahl Capital Management
Colorado
$293K -$8.68K -245 -3%
PFO
131
Pathstone Family Office
New Jersey
$292K -$404K -11,401 -58%
CAM
132
Cresset Asset Management
Illinois
$288K – – –
LA
133
LexAurum Advisors
Kansas
$271K +$271K +7,651 New
FUBT
134
First United Bank & Trust
Maryland
$264K -$6.2K -175 -2%
FA
135
Flagstar Advisors
New York
$259K – – –
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$256K -$537K -15,166 -68%
SOAG
137
Silver Oak Advisory Group
Oregon
$251K +$25K +707 +11%
NFP
138
NorthLanding Financial Partners
New York
$246K -$1.35K -38 -0.5%
TAIM
139
TD Ameritrade Investment Management
Nebraska
$242K -$21.4K -606 -8%
CWM
140
Collaborative Wealth Management
Florida
$241K -$1.52K -43 -0.6%
SWA
141
SOA Wealth Advisors
New York
$237K – – –
EWM
142
Empirical Wealth Management
Washington
$231K +$22K +620 +11%
AL
143
Aspiriant LLC
California
$230K – – –
FPAS
144
Focus Partners Advisor Solutions
Missouri
$224K +$224K +6,329 New
RCG
145
Regatta Capital Group
California
$219K – – –
RWP
146
Revolve Wealth Partners
New Jersey
$213K +$213K +6,027 New
MFS
147
McNamara Financial Services
Massachusetts
$207K -$39.7K -1,121 -16%
TC
148
Trust Company
Kansas
$204K -$12.2K -344 -6%
MKA
149
M. Kulyk & Associates
Georgia
$203K +$203K +5,741 New
CFG
150
Carr Financial Group
Massachusetts
$203K +$203K +5,727 New
4 5
6
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