NUSC icon

Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

234 hedge funds and large institutions have $880M invested in Nuveen ESG Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
80
Reduced
81
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$276M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$6.99M
3
GM
3
GeoWealth Management
Illinois
$3.9M
4
CA
4
Cetera Advisors
Colorado
$2.76M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$18.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.7M
2
I
2
IMPACTfolio
Colorado
$2.16M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.9M
4
SAG
4
SageView Advisory Group
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
126
CX Institutional
Indiana
$462K +$62.7K +1,507 +16%
Franklin Resources
127
Franklin Resources
California
$434K – – –
DADC
128
D.A. Davidson & Co
Montana
$431K -$9.52K -229 -2%
MA
129
Mutual Advisors
Nebraska
$422K -$2.41K -58 -0.6%
CFG
130
Carr Financial Group
Massachusetts
$416K +$416K +10,000 New
TCOT
131
Trust Company of Toledo
Ohio
$406K – – –
CPIG
132
Chicago Partners Investment Group
Illinois
$386K +$1.93K +49 +0.5%
GKWIM
133
Gerber Kawasaki Wealth & Investment Management
California
$381K -$44.3K -1,066 -10%
PWM
134
Perigon Wealth Management
California
$379K -$44K -1,059 -10%
RCA
135
Resonant Capital Advisors
Wisconsin
$378K +$27K +648 +8%
AP
136
Adero Partners
California
$370K – – –
BDFN
137
Bond & Devick Financial Network
Minnesota
$364K – – –
AIM
138
Acropolis Investment Management
Missouri
$362K – – –
FFA
139
First Foundation Advisors
California
$358K -$254K -6,115 -42%
HI
140
Harrington Investments
California
$352K – – –
PAS
141
Park Avenue Securities
New York
$349K -$3.62K -87 -1%
BBW
142
Blue Barn Wealth
Utah
$348K – – –
LFG
143
Larson Financial Group
Missouri
$342K +$55.3K +1,330 +19%
GLA
144
Good Life Advisors
Pennsylvania
$341K -$1.21K -29 -0.4%
AssetMark Inc
145
AssetMark Inc
California
$336K +$22.7K +545 +7%
SCM
146
Stordahl Capital Management
Colorado
$330K +$1.66K +40 +0.5%
QFA
147
Quantum Financial Advisors
California
$329K -$45.6K -1,096 -12%
SWM
148
SigFig Wealth Management
California
$325K +$325K +7,823 New
LA
149
LexAurum Advisors
Kansas
$316K +$32.4K +780 +11%
Jane Street
150
Jane Street
New York
$313K +$313K +7,527 New
4 5
6
7 8