NUSC icon

Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

227 hedge funds and large institutions have $831M invested in Nuveen ESG Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
39
Increased
80
Reduced
72
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$104M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$15.6M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$4.34M
4
RWP
4
RWA Wealth Partners
Massachusetts
$2.28M
5
LPL Financial
5
LPL Financial
California
$23.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$205M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$61.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.48M
4
AAS
4
Ameritas Advisory Services
Nebraska
$12.6M
5
I
5
IMPACTfolio
Colorado
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
151
SOA Wealth Advisors
New York
$279K – – –
ASN
152
Advisory Services Network
Georgia
$278K +$3.91K +100 +1%
FA
153
Flagstar Advisors
New York
$277K +$3.13K +80 +1%
SAS
154
Sage Advisory Services
Texas
$276K +$13.2K +338 +5%
OCM
155
One Capital Management
California
$274K – – –
SFG
156
Sage Financial Group
Pennsylvania
$273K -$163K -4,160 -37%
SG
157
StoneX Group
New York
$270K +$270K +6,900 New
LFG
158
Larson Financial Group
Missouri
$269K +$1.17K +30 +0.4%
LA
159
LexAurum Advisors
Kansas
$266K +$7.16K +183 +3%
SAI
160
Savvy Advisors Inc
New York
$255K +$255K +6,532 New
CWM
161
Collaborative Wealth Management
Florida
$252K -$15.8K -403 -6%
CAG
162
Curtis Advisory Group
California
$251K – – –
NYLIM
163
New York Life Investment Management
New York
$248K -$104K -2,665 -30%
AA
164
Advisory Alpha
Michigan
$231K +$1.99K +51 +0.9%
MFS
165
McNamara Financial Services
Massachusetts
$229K -$13.8K -352 -6%
TC
166
Trust Company
Kansas
$229K +$14.2K +364 +7%
FNC
167
First National Corp
Massachusetts
$226K +$226K +5,785 New
LNC
168
Lincoln National Corp
Pennsylvania
$224K +$224K +5,724 New
SFM
169
Signet Financial Management
New Jersey
$220K +$220K +5,630 New
GVAG
170
Great Valley Advisor Group
Delaware
$214K +$214K +5,458 New
NIWA
171
New Insight Wealth Advisors
California
$209K +$209K +5,340 New
LGWM
172
Litman Gregory Wealth Management
California
$206K +$206K +5,273 New
MI
173
Moneywise Inc
Virginia
$206K +$206K +5,259 New
CWM
174
Castle Wealth Management
Florida
$205K +$205K +5,248 New
WAP
175
Wealthcare Advisory Partners
Pennsylvania
$205K +$205K +5,244 New
5 6
7
8 9