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Nuveen ESG Small-Cap ETF

262 hedge funds and large institutions have $925M invested in Nuveen ESG Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

10% more funds holding

Funds holding: 239262 (+23)

1% more capital invested

Capital invested by funds: $915M → $925M (+$9.72M)

0.26% more ownership

Funds ownership: 75.16%75.42% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 96

Holders
262
Holders Change
+23
Holders Change %
+9.62%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
93
Reduced
96
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
151
McClarren Financial Advisors
Pennsylvania
$375K +$17.5K +400 +5%
FHA
152
Flagship Harbor Advisors
Massachusetts
$370K +$49.5K +1,133 +15%
AP
153
Adero Partners
California
$370K
Citigroup
154
Citigroup
New York
$365K -$91.7K -2,100 -19%
AIM
155
Acropolis Investment Management
Missouri
$364K
PSCM
156
Per Stirling Capital Management
Texas
$361K +$157K +3,594 +72%
FOR
157
Family Office Research
Maryland
$350K +$365K +8,357 New
LA
158
LexAurum Advisors
Kansas
$347K +$3.36K +77 +0.9%
GEA
159
Glen Eagle Advisors
New Jersey
$341K -$6.55K -150 -2%
PAG
160
Private Advisor Group
New Jersey
$340K +$4.71K +108 +1%
PAS
161
Park Avenue Securities
New York
$339K -$786 -18 -0.2%
ASN
162
Advisory Services Network
Georgia
$338K -$393 -9 -0.1%
GKWIM
163
Gerber Kawasaki Wealth & Investment Management
California
$338K -$7.29K -167 -2%
SCM
164
Stordahl Capital Management
Colorado
$334K -$12K -274 -3%
MFS
165
McNamara Financial Services
Massachusetts
$331K -$3.93K -90 -1%
GLA
166
Good Life Advisors
Pennsylvania
$327K -$2.88K -66 -0.8%
HI
167
Harrington Investments
California
$325K -$30.6K -700 -8%
PI
168
PFG Investments
New York
$314K -$14.8K -340 -4%
BBW
169
Blue Barn Wealth
Utah
$313K -$7.2K -165 -2%
PWM
170
Perigon Wealth Management
California
$311K -$10.9K -249 -3%
FNC
171
First National Corp
Massachusetts
$309K -$6.46K -148 -2%
EWA
172
EP Wealth Advisors
California
$307K
FA
173
Flagstar Advisors
New York
$300K +$3.54K +81 +1%
SFG
174
Sage Financial Group
Pennsylvania
$298K
CA
175
Capital Advantage
California
$297K +$310K +7,096 New

NUSC Hedge Fund Activity: Q4 2024 in Review

262 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q4 2024, worth a combined $925M — up 1.1% from $915M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NUSC positions and 10 closed out — a net gain of 29 holders — while 93 added to existing stakes and 96 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.04M. The largest seller was Corient Private Wealth, cutting an estimated $5.36M.

  • 262 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q4 2024, up from 239 in Q3 2024.
  • Funds reported $925M of Nuveen ESG Small-Cap ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 39 funds opened new Nuveen ESG Small-Cap ETF positions in Q4 2024 and 10 closed out, a net change of +29 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q4 2024 was LPL Financial, an estimated $3.04M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q4 2024 was Corient Private Wealth, an estimated $5.36M sold.

Based on aggregated 13F filings for Q4 2024.