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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

207 hedge funds and large institutions have $708M invested in Nuveen ESG Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 60 reducing their positions, and 22 closing their positions.

Holders
207
Holders Change
-5
Holders Change %
-2.36%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
24
Increased
77
Reduced
60
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$13.1M
2
Bank of America
2
Bank of America
North Carolina
$199M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.4M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$3.65M
5
I
5
IMPACTfolio
Colorado
$11.8M

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$1.19M
2
Ameriprise
2
Ameriprise
Minnesota
$11.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Lido Advisors
4
Lido Advisors
California
$604K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
Collaborative Wealth Management
Florida
$238K +$70 +2 +0%
SAS
152
Sage Advisory Services
Texas
$234K -$697 -20 -0.3%
LA
153
LexAurum Advisors
Kansas
$231K -$29.2K -839 -11%
AL
154
Aspiriant LLC
California
$227K – – –
VAF
155
Values Added Financial
District of Columbia
$224K +$224K +6,441 New
CAG
156
Curtis Advisory Group
California
$224K – – –
MFS
157
McNamara Financial Services
Massachusetts
$216K +$10.1K +291 +5%
KAS
158
Kestra Advisory Services
Texas
$208K +$208K +5,980 New
AA
159
Advisory Alpha
Michigan
$204K – – –
BIA
160
Bigelow Investment Advisors
Maine
$200K +$8.91K +256 +5%
TC
161
Trust Company
Kansas
$191K -$7.28K -209 -4%
PTC
162
Private Trust Company
Ohio
$133K – – –
MIA
163
Milestone Investment Advisors
Wisconsin
$126K – – –
ME
164
McIlrath & Eck
Washington
$113K +$9.82K +282 +10%
MCM
165
Manchester Capital Management
Vermont
$112K – – –
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$94.6K – – –
Bessemer Group
167
Bessemer Group
New Jersey
$92K – – –
SAM
168
S.A. Mason
Michigan
$89.5K -$4.53K -130 -5%
FFA
169
Farther Finance Advisors
California
$86.5K +$27.9K +802 +48%
IWP
170
IAG Wealth Partners
Wisconsin
$85.8K +$6.16K +177 +8%
AF
171
Advisornet Financial
Minnesota
$78.8K -$5.4K -155 -6%
US Bancorp
172
US Bancorp
Minnesota
$74.9K +$488 +14 +0.7%
CSPIA
173
Cary Street Partners Investment Advisory
Virginia
$68.6K -$99K -2,844 -59%
Comerica Bank
174
Comerica Bank
Texas
$60.2K +$60.2K +1,729 New
Legacy Financial Group (Iowa)
175
Legacy Financial Group (Iowa)
Iowa
$55.4K +$55.4K +1,591 New
5 6
7
8 9