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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

262 hedge funds and large institutions have $925M invested in Nuveen ESG Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 10 closing their positions.

Holders
262
Holders Change
+23
Holders Change %
+9.62%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
93
Reduced
96
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$28.6M
2
Bank of America
2
Bank of America
North Carolina
$290M
3
DJSG
3
D.J. St. Germain
Massachusetts
$2.02M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$12.3M
5
AWP
5
Abacus Wealth Partners
California
$51.1M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$8.68M
2
I
2
IMPACTfolio
Colorado
$2.07M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$64.9M
4
UBS Group
4
UBS Group
Switzerland
$17.3M
5
AAS
5
Ameritas Advisory Services
Nebraska
$4.94M
Name Market Value Shares Shares
Change 		Shares
Change %
SRB
126
Shotwell Rutter Baer
Michigan
$499K 12,062 -20 -0.2%
TWM
127
Tradition Wealth Management
Minnesota
$489K 11,675 -1,475 -11%
PSF
128
Pacific Sun Financial
California
$483K 11,536 -730 -6%
SS
129
Sound Stewardship
Kansas
$476K 11,377 -40 -0.4%
GWS
130
Greykasell Wealth Strategies
California
$476K 11,377 +11,377 New
CPP
131
Capasso Planning Partners
South Carolina
$473K 11,282 +199 +2%
B
132
Bensler
Washington
$462K 11,021 +3 +0%
CI
133
CX Institutional
Indiana
$458K 10,925 -38 -0.3%
FI
134
Financial Insights
Washington
$458K 10,925 +10,925 New
NIWA
135
New Insight Wealth Advisors
California
$441K 10,537 +5,848 +125%
Franklin Resources
136
Franklin Resources
California
$437K 10,435 – –
DADC
137
D.A. Davidson & Co
Montana
$431K 10,301 -682 -6%
CPIG
138
Chicago Partners Investment Group
Illinois
$431K 10,216 +85 +0.8%
IAG
139
Ipsen Advisor Group
Arkansas
$431K 10,285 +10,285 New
MSWA
140
Marshall & Sterling Wealth Advisors
New York
$427K 10,196 +10,196 New
FCG
141
Financial Connections Group
California
$424K 10,144 -2,815 -22%
CFG
142
Carr Financial Group
Massachusetts
$424K 10,115 +115 +1%
TCOT
143
Trust Company of Toledo
Ohio
$421K 10,043 +291 +3%
MML Investors Services
144
MML Investors Services
Massachusetts
$408K 9,747 -2,353 -19%
AssetMark Inc
145
AssetMark Inc
California
$399K 9,533 +784 +9%
SWA
146
Sax Wealth Advisors
New Jersey
$390K 9,306 -3,871 -29%
LFG
147
Larson Financial Group
Missouri
$387K 9,250 +155 +2%
BDFN
148
Bond & Devick Financial Network
Minnesota
$387K 9,037 – –
NI
149
Natural Investments
California
$380K 9,081 +9,081 New
RCA
150
Resonant Capital Advisors
Wisconsin
$376K 8,966 +7 +0.1%
4 5
6
7 8