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Nuveen ESG Small-Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

10% more funds holding

Funds holding: 239262 (+23)

1% more capital invested

Capital invested by funds: $915M → $925M (+$9.72M)

0.26% more ownership

Funds ownership: 75.16%75.42% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 96

Holders
262
Holders Change
+23
Holders Change %
+9.62%
% of All Funds
3.45%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SRB
126
Shotwell Rutter Baer
Michigan
$499K -$873 -20 -0.2%
TWM
127
Tradition Wealth Management
Minnesota
$489K -$64.4K -1,475 -11%
PSF
128
Pacific Sun Financial
California
$483K -$31.9K -730 -6%
SS
129
Sound Stewardship
Kansas
$476K -$1.75K -40 -0.4%
GWS
130
Greykasell Wealth Strategies
California
$476K +$497K +11,377 New
CPP
131
Capasso Planning Partners
South Carolina
$473K +$8.69K +199 +2%
B
132
Bensler
Washington
$462K +$131 +3 +0%
CI
133
CX Institutional
Indiana
$458K -$1.66K -38 -0.3%
FI
134
Financial Insights
Washington
$458K +$477K +10,925 New
NIWA
135
New Insight Wealth Advisors
California
$441K +$255K +5,848 +125%
Franklin Resources
136
Franklin Resources
California
$437K
DADC
137
D.A. Davidson & Co
Montana
$431K -$29.8K -682 -6%
CPIG
138
Chicago Partners Investment Group
Illinois
$431K +$3.71K +85 +0.8%
IAG
139
Ipsen Advisor Group
Arkansas
$431K +$449K +10,285 New
MSWA
140
Marshall & Sterling Wealth Advisors
New York
$427K +$445K +10,196 New
FCG
141
Financial Connections Group
California
$424K -$123K -2,815 -22%
CFG
142
Carr Financial Group
Massachusetts
$424K +$5.02K +115 +1%
TCOT
143
Trust Company of Toledo
Ohio
$421K +$12.7K +291 +3%
MML Investors Services
144
MML Investors Services
Massachusetts
$408K -$103K -2,353 -19%
AssetMark Inc
145
AssetMark Inc
California
$399K +$34.2K +784 +9%
SWA
146
Sax Wealth Advisors
New Jersey
$390K -$169K -3,871 -29%
LFG
147
Larson Financial Group
Missouri
$387K +$6.77K +155 +2%
BDFN
148
Bond & Devick Financial Network
Minnesota
$387K
NI
149
Natural Investments
California
$380K +$396K +9,081 New
RCA
150
Resonant Capital Advisors
Wisconsin
$376K +$306 +7 +0.1%

NUSC Hedge Fund Activity: Q4 2024 in Review

262 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q4 2024, worth a combined $925M — up 1.1% from $915M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NUSC positions and 10 closed out — a net gain of 29 holders — while 93 added to existing stakes and 96 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.04M. The largest seller was Corient Private Wealth, cutting an estimated $5.36M.

  • 262 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q4 2024, up from 239 in Q3 2024.
  • Funds reported $925M of Nuveen ESG Small-Cap ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 39 funds opened new Nuveen ESG Small-Cap ETF positions in Q4 2024 and 10 closed out, a net change of +29 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q4 2024 was LPL Financial, an estimated $3.04M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q4 2024 was Corient Private Wealth, an estimated $5.36M sold.

Based on aggregated 13F filings for Q4 2024.