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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

231 hedge funds and large institutions have $833M invested in Nuveen ESG Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
82
Reduced
82
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$266M
2
SAG
SageView Advisory Group
California
$2.8M
3
I
IMPACTfolio
Colorado
$4.28M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$19.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.9M

Top Sellers

1
MFA
McClarren Financial Advisors
Pennsylvania
$433K
2
EB
Eastern Bank
Massachusetts
$229K
3
Morgan Stanley
Morgan Stanley
New York
$49.3M
4
AAS
Ameritas Advisory Services
Nebraska
$7.66M
5
UBS Group
UBS Group
Switzerland
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
151
LexAurum Advisors
Kansas
$311K +$12K +305 +4%
MFS
152
McNamara Financial Services
Massachusetts
$301K +$70.1K +1,782 +30%
BBW
153
Blue Barn Wealth
Utah
$301K -$28.7K -730 -9%
FFA
154
First Foundation Advisors
California
$293K -$45.8K -1,165 -14%
EWA
155
EP Wealth Advisors
California
$289K -$1.14K -29 -0.4%
SWA
156
SOA Wealth Advisors
New York
$281K – – –
FA
157
Flagstar Advisors
New York
$279K +$39 +1 +0%
SFG
158
Sage Financial Group
Pennsylvania
$275K – – –
FUBT
159
First United Bank & Trust
Maryland
$270K +$2.36K +60 +0.9%
SPL
160
Smart Portfolios LLC
Washington
$270K +$270K +6,856 New
SAI
161
Savvy Advisors Inc
New York
$255K -$1.61K -41 -0.6%
CAG
162
Curtis Advisory Group
California
$253K – – –
CWM
163
Collaborative Wealth Management
Florida
$248K +$5.04K +128 +2%
TC
164
Trust Company
Kansas
$242K -$8.73K -222 -3%
FNC
165
First National Corp
Massachusetts
$235K +$7.08K +180 +3%
SAS
166
Sage Advisory Services
Texas
$234K -$37.8K -960 -14%
AA
167
Advisory Alpha
Michigan
$233K – – –
SFM
168
Signet Financial Management
New Jersey
$230K – – –
EB
169
Eastern Bank
Massachusetts
$229K -$5.05M -128,476 -96%
Betterment LLC
170
Betterment LLC
New York
$228K +$228K +5,798 New
Jane Street
171
Jane Street
New York
$216K -$80K -2,034 -27%
AF
172
Arrow Financial
New York
$209K +$148K +3,750 +241%
LGWM
173
Litman Gregory Wealth Management
California
$207K – – –
PA
174
PFG Advisors
Arizona
$206K +$206K +5,241 New
FZCM
175
Flynn Zito Capital Management
New York
$205K +$205K +5,199 New
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