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Nuveen ESG Small-Cap ETF

232 hedge funds and large institutions have $834M invested in Nuveen ESG Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

0.12% less ownership

Funds ownership: 74.41%74.29% (-0.12%)

1% less funds holding

Funds holding: 234232 (-2)

5% less capital invested

Capital invested by funds: $880M → $834M (-$46.1M)

Holders
232
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
83
Reduced
82
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRB
126
Shotwell Rutter Baer
Michigan
$432K +$441K +11,117 New
CI
127
CX Institutional
Indiana
$432K -$4.72K -119 -1%
B
128
Bensler
Washington
$430K -$30.3K -765 -7%
CPIG
129
Chicago Partners Investment Group
Illinois
$430K +$12.1K +306 +3%
Franklin Resources
130
Franklin Resources
California
$411K
DADC
131
D.A. Davidson & Co
Montana
$404K -$4.64K -117 -1%
CFG
132
Carr Financial Group
Massachusetts
$393K
TCOT
133
Trust Company of Toledo
Ohio
$384K
LFG
134
Larson Financial Group
Missouri
$374K +$51K +1,286 +16%
GEA
135
Glen Eagle Advisors
New Jersey
$360K -$80.9K -2,040 -18%
BDFN
136
Bond & Devick Financial Network
Minnesota
$356K +$11K +277 +3%
RCA
137
Resonant Capital Advisors
Wisconsin
$352K -$5.59K -141 -2%
AP
138
Adero Partners
California
$347K -$2.62K -66 -0.7%
GKWIM
139
Gerber Kawasaki Wealth & Investment Management
California
$346K -$14.8K -374 -4%
AIM
140
Acropolis Investment Management
Missouri
$342K
AssetMark Inc
141
AssetMark Inc
California
$335K +$17.9K +452 +6%
PAS
142
Park Avenue Securities
New York
$335K +$5.31K +134 +2%
SWM
143
SigFig Wealth Management
California
$333K +$25.4K +640 +8%
HI
144
Harrington Investments
California
$333K
PWM
145
Perigon Wealth Management
California
$326K -$32.6K -821 -9%
LC
146
Lindbrook Capital
California
$323K +$326K +8,216 New
GLA
147
Good Life Advisors
Pennsylvania
$323K +$79 +2 +0%
SCM
148
Stordahl Capital Management
Colorado
$322K +$9.83K +248 +3%
ASN
149
Advisory Services Network
Georgia
$318K +$24.3K +614 +8%
QFA
150
Quantum Financial Advisors
California
$312K +$1.55K +39 +0.5%

NUSC Hedge Fund Activity: Q2 2024 in Review

232 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q2 2024, worth a combined $834M — down 5.2% from $880M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NUSC positions and 17 closed out — a net gain of 2 holders — while 83 added to existing stakes and 82 trimmed.

The largest buyer was Bank of America, adding an estimated $5.61M. The largest seller was Eastern Bank, cutting an estimated $5.09M.

  • 232 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q2 2024, down from 234 in Q1 2024.
  • Funds reported $834M of Nuveen ESG Small-Cap ETF stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 19 funds opened new Nuveen ESG Small-Cap ETF positions in Q2 2024 and 17 closed out, a net change of +2 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q2 2024 was Bank of America, an estimated $5.61M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q2 2024 was Eastern Bank, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2024.