NUSC icon

Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

239 hedge funds and large institutions have $915M invested in Nuveen ESG Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 81 increasing their positions, 85 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+8
Holders Change %
+3.46%
% of All Funds
3.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
81
Reduced
85
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
$14.1M
2
Bank of America
Bank of America
North Carolina
$294M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$23.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21.8M
5
FPF
First Pacific Financial
Washington
$9.41M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$7.59M
2
AAS
Ameritas Advisory Services
Nebraska
$6.5M
3
PI
PFG Investments
New York
$336K
4
Creative Planning
Creative Planning
Kansas
$8.67M
5
SFS
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
151
Flagship Harbor Advisors
Massachusetts
$330K +$330K +7,694 New
BBW
152
Blue Barn Wealth
Utah
$327K -$129 -3 -0%
FNC
153
First National Corp
Massachusetts
$323K +$67.3K +1,572 +26%
PWM
154
Perigon Wealth Management
California
$321K -$34.2K -799 -10%
ASN
155
Advisory Services Network
Georgia
$318K – – –
EWA
156
EP Wealth Advisors
California
$314K -$514 -12 -0.2%
SFG
157
Sage Financial Group
Pennsylvania
$305K +$6.34K +148 +2%
FA
158
Flagstar Advisors
New York
$304K – – –
SWA
159
SOA Wealth Advisors
New York
$301K -$4.67K -109 -2%
SPL
160
Smart Portfolios LLC
Washington
$294K – – –
SAI
161
Savvy Advisors Inc
New York
$281K +$2.87K +67 +1%
QFA
162
Quantum Financial Advisors
California
$280K -$60.1K -1,403 -18%
CAG
163
Curtis Advisory Group
California
$275K – – –
BFPW
164
BOK Financial Private Wealth
Colorado
$270K -$238K -5,557 -47%
CWM
165
Collaborative Wealth Management
Florida
$268K -$2.83K -66 -1%
TC
166
Trust Company
Kansas
$265K +$814 +19 +0.3%
SWM
167
SigFig Wealth Management
California
$263K -$98.9K -2,314 -27%
AA
168
Advisory Alpha
Michigan
$254K – – –
SFM
169
Signet Financial Management
New Jersey
$249K -$1.29K -30 -0.5%
APP
170
Avantax Planning Partners
Iowa
$246K -$907K -21,181 -79%
D.E. Shaw & Co
171
D.E. Shaw & Co
New York
$243K -$474K -11,068 -66%
SAS
172
Sage Advisory Services
Texas
$234K – – –
AF
173
Arrow Financial
New York
$227K – – –
LGWM
174
Litman Gregory Wealth Management
California
$226K – – –
FZCM
175
Flynn Zito Capital Management
New York
$224K +$1.63K +38 +0.7%
5 6
7
8 9