NUSC icon

Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

227 hedge funds and large institutions have $831M invested in Nuveen ESG Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
39
Increased
80
Reduced
72
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$104M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$15.6M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$4.34M
4
RWP
4
RWA Wealth Partners
Massachusetts
$2.28M
5
LPL Financial
5
LPL Financial
California
$23.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$205M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$61.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.48M
4
AAS
4
Ameritas Advisory Services
Nebraska
$12.6M
5
I
5
IMPACTfolio
Colorado
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFN
126
Equita Financial Network
Pennsylvania
$428K +$49K +1,254 +13%
DADC
127
D.A. Davidson & Co
Montana
$415K -$66.8K -1,709 -14%
MFA
128
McClarren Financial Advisors
Pennsylvania
$409K +$195 +5 +0%
Franklin Resources
129
Franklin Resources
California
$408K – – –
GKWIM
130
Gerber Kawasaki Wealth & Investment Management
California
$400K +$70K +1,789 +21%
MA
131
Mutual Advisors
Nebraska
$399K -$20.4K -522 -5%
PWM
132
Perigon Wealth Management
California
$397K +$2.07K +53 +0.5%
TCOT
133
Trust Company of Toledo
Ohio
$381K – – –
CI
134
CX Institutional
Indiana
$375K -$134K -3,426 -26%
CPIG
135
Chicago Partners Investment Group
Illinois
$373K +$3.01K +79 +0.8%
QFA
136
Quantum Financial Advisors
California
$352K -$78.9K -2,017 -18%
AP
137
Adero Partners
California
$348K – – –
BDFN
138
Bond & Devick Financial Network
Minnesota
$343K – – –
AIM
139
Acropolis Investment Management
Missouri
$340K – – –
PAS
140
Park Avenue Securities
New York
$332K -$85.4K -2,181 -20%
HI
141
Harrington Investments
California
$331K – – –
RCA
142
Resonant Capital Advisors
Wisconsin
$330K – – –
BBW
143
Blue Barn Wealth
Utah
$328K -$3.52K -90 -1%
GLA
144
Good Life Advisors
Pennsylvania
$322K -$26.2K -669 -8%
TRCT
145
Tower Research Capital (TRC)
New York
$311K -$292K -7,456 -48%
SCM
146
Stordahl Capital Management
Colorado
$309K -$8.06K -206 -3%
EWA
147
EP Wealth Advisors
California
$308K +$308K +7,880 New
AssetMark Inc
148
AssetMark Inc
California
$294K +$18.1K +463 +7%
FUBT
149
First United Bank & Trust
Maryland
$291K +$16.6K +425 +6%
PPA
150
Painted Porch Advisors
California
$283K +$283K +7,226 New
4 5
6
7 8