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Nuveen ESG Small-Cap ETF

232 hedge funds and large institutions have $834M invested in Nuveen ESG Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

0.12% less ownership

Funds ownership: 74.41%74.29% (-0.12%)

1% less funds holding

Funds holding: 234232 (-2)

5% less capital invested

Capital invested by funds: $880M → $834M (-$46.1M)

Holders
232
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.35%
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
83
Reduced
82
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
151
LexAurum Advisors
Kansas
$311K +$12.1K +305 +4%
MFS
152
McNamara Financial Services
Massachusetts
$301K +$70.7K +1,782 +30%
BBW
153
Blue Barn Wealth
Utah
$301K -$28.9K -730 -9%
FFA
154
First Foundation Advisors
California
$293K -$46.2K -1,165 -14%
EWA
155
EP Wealth Advisors
California
$289K -$1.15K -29 -0.4%
SWA
156
SOA Wealth Advisors
New York
$281K
FA
157
Flagstar Advisors
New York
$279K +$40 +1 +0%
SFG
158
Sage Financial Group
Pennsylvania
$275K
FUBT
159
First United Bank & Trust
Maryland
$270K +$2.38K +60 +0.9%
SPL
160
Smart Portfolios LLC
Washington
$270K +$272K +6,856 New
SAI
161
Savvy Advisors Inc
New York
$255K -$1.63K -41 -0.6%
CAG
162
Curtis Advisory Group
California
$253K
CWM
163
Collaborative Wealth Management
Florida
$248K +$5.08K +128 +2%
TC
164
Trust Company
Kansas
$242K -$8.8K -222 -3%
FNC
165
First National Corp
Massachusetts
$235K +$7.14K +180 +3%
SAS
166
Sage Advisory Services
Texas
$234K -$38.1K -960 -14%
FHA
167
Flagship Harbor Advisors
Massachusetts
$233K +$18.7K +472 +9%
AA
168
Advisory Alpha
Michigan
$233K
SFM
169
Signet Financial Management
New Jersey
$230K
EB
170
Eastern Bank
Massachusetts
$229K -$5.09M -128,476 -96%
Betterment LLC
171
Betterment LLC
New York
$228K +$230K +5,798 New
Jane Street
172
Jane Street
New York
$216K -$80.7K -2,034 -27%
AF
173
Arrow Financial
New York
$209K +$149K +3,750 +241%
LGWM
174
Litman Gregory Wealth Management
California
$207K
PA
175
PFG Advisors
Arizona
$206K +$208K +5,241 New

NUSC Hedge Fund Activity: Q2 2024 in Review

232 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q2 2024, worth a combined $834M — down 5.2% from $880M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NUSC positions and 17 closed out — a net gain of 2 holders — while 83 added to existing stakes and 82 trimmed.

The largest buyer was Bank of America, adding an estimated $5.61M. The largest seller was Eastern Bank, cutting an estimated $5.09M.

  • 232 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q2 2024, down from 234 in Q1 2024.
  • Funds reported $834M of Nuveen ESG Small-Cap ETF stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 19 funds opened new Nuveen ESG Small-Cap ETF positions in Q2 2024 and 17 closed out, a net change of +2 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q2 2024 was Bank of America, an estimated $5.61M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q2 2024 was Eastern Bank, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2024.