NUSC icon

Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

187 hedge funds and large institutions have $656M invested in Nuveen ESG Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+7
Holders Change %
+3.89%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
27
Increased
87
Reduced
42
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Mission Wealth Management
California
$21.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$6.17M
3
Ameriprise
Ameriprise
Minnesota
$17.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.2M
5
OMC
Old Mission Capital
Illinois
$1.96M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$227M
2
MIAN
Mariner Independent Advisor Network
Kansas
$0
3
AWM
AE Wealth Management
Kansas
$0
4
Creative Planning
Creative Planning
Kansas
$3.69M
5
Wells Fargo
Wells Fargo
California
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
176
Concord Wealth Partners
Virginia
$11K +$7.12K +220 +183%
CA
177
CoreCap Advisors
Michigan
$11K +$11K +334 New
CHA
178
Carmichael Hill & Associates
Maryland
$10K – – –
Citigroup
179
Citigroup
New York
$5K – – –
GRP
180
Global Retirement Partners
California
$4K – – –
TIM
181
Tortoise Investment Management
New York
$3K – – –
MCC
182
Money Concepts Capital
Florida
$2K -$409K -10,642 -100%
CYG
183
Clean Yield Group
Vermont
$2K – – –
BWL
184
Bogart Wealth LLC
Virginia
$2K – – –
BRWM
185
B. Riley Wealth Management
Tennessee
$1.21K -$21 -634 -2%
LWANC
186
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K +$1K +24 New
EBA
187
Eagle Bay Advisors
New York
$525 +$525 +16 New
MIAN
188
Mariner Independent Advisor Network
Kansas
– -$8.07M -202,038 Closed
AWM
189
AE Wealth Management
Kansas
– -$3.99M -100,162 Closed
OA
190
Operose Advisors
Wisconsin
– -$485K -12,164 Closed
MFA
191
McClarren Financial Advisors
Pennsylvania
– -$404K -10,188 Closed
PWP
192
Principle Wealth Partners
Connecticut
– -$404K -10,136 Closed
EWM
193
Empirical Wealth Management
Washington
– -$392K -9,850 Closed
FHA
194
Flagship Harbor Advisors
Massachusetts
– -$227K -5,698 Closed
SFM
195
Signet Financial Management
New Jersey
– -$224K -5,630 Closed
BIA
196
Bigelow Investment Advisors
Maine
– -$213K -5,335 Closed
BDFN
197
Bond & Devick Financial Network
Minnesota
– -$208K -5,228 Closed
GSWM
198
Greenup Street Wealth Management
Michigan
– -$208K -5,216 Closed
HA
199
Herold Advisors
New York
– -$31.7K -795 Closed
BAM
200
Baldrige Asset Management
Pennsylvania
– -$29K -732 Closed
5 6 7
8
9