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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

234 hedge funds and large institutions have $880M invested in Nuveen ESG Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
80
Reduced
81
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$276M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$6.99M
3
GM
3
GeoWealth Management
Illinois
$3.9M
4
CA
4
Cetera Advisors
Colorado
$2.76M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$18.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.7M
2
I
2
IMPACTfolio
Colorado
$2.16M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.9M
4
SAG
4
SageView Advisory Group
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
151
Advisory Services Network
Georgia
$310K +$14.7K +354 +5%
EWA
152
EP Wealth Advisors
California
$306K -$21.4K -515 -7%
SWA
153
SOA Wealth Advisors
New York
$297K – – –
FA
154
Flagstar Advisors
New York
$295K -$42 -1 -0%
SFG
155
Sage Financial Group
Pennsylvania
$290K – – –
SAS
156
Sage Advisory Services
Texas
$287K -$5.82K -140 -2%
FUBT
157
First United Bank & Trust
Maryland
$283K -$25.6K -615 -8%
GAA
158
Global Assets Advisory
Florida
$274K +$274K +11,272 New
SAI
159
Savvy Advisors Inc
New York
$272K – – –
EC
160
Estate Counselors
Wisconsin
$268K +$268K +6,450 New
CAG
161
Curtis Advisory Group
California
$267K – – –
TC
162
Trust Company
Kansas
$265K +$21.7K +521 +9%
CWM
163
Collaborative Wealth Management
Florida
$257K -$10.5K -252 -4%
PSCM
164
Per Stirling Capital Management
Texas
$246K +$246K +5,919 New
AA
165
Advisory Alpha
Michigan
$246K – – –
MFS
166
McNamara Financial Services
Massachusetts
$244K +$582 +14 +0.2%
SFM
167
Signet Financial Management
New Jersey
$243K +$8.69K +209 +4%
LNC
168
Lincoln National Corp
Pennsylvania
$238K – – –
FHA
169
Flagship Harbor Advisors
Massachusetts
$227K +$227K +5,450 New
FNC
170
First National Corp
Massachusetts
$226K -$39 -1 -0%
NIWA
171
New Insight Wealth Advisors
California
$221K -$1.04K -25 -0.5%
LGWM
172
Litman Gregory Wealth Management
California
$219K – – –
AWM
173
Apollon Wealth Management
South Carolina
$219K +$219K +5,260 New
WAP
174
Wealthcare Advisory Partners
Pennsylvania
$218K – – –
GVAG
175
Great Valley Advisor Group
Delaware
$216K -$11.7K -281 -5%
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7
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