We are live on ! Find out more
NUSC icon

Nuveen ESG Small-Cap ETF

203 hedge funds and large institutions have $669M invested in Nuveen ESG Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 66

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $633M → $669M (+$35.7M)

0.59% more ownership

Funds ownership: 70.89%71.48% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 206203 (-3)

Holders
203
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
80
Reduced
66
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
176
Baystate Wealth Management
Massachusetts
$24.1K
DWMG
177
DB Wealth Management Group
California
$17.8K
LWCFA
178
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K +$16.4K +452 New
AIC
179
Archer Investment Corporation
Indiana
$15.9K
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$15K +$15.9K +436 New
CA
181
Crewe Advisors
Utah
$12K
GM
182
GeoWealth Management
Illinois
$12K +$11.8K +325 New
CFD
183
Creative Financial Designs
Indiana
$10.4K -$6.37K -175 -37%
GRP
184
Global Retirement Partners
California
$9.59K +$6.08K +167 +149%
DIP
185
DT Investment Partners
Pennsylvania
$9.21K -$73 -2 -0.8%
WIM
186
Westside Investment Management
California
$8.85K +$9.1K +250 New
Commonwealth Equity Services
187
Commonwealth Equity Services
Massachusetts
$8.36K +$1.13M +31,031 +15%
PMFA
188
Plante Moran Financial Advisors
Michigan
$7.8K +$8K +220 New
CHA
189
Carmichael Hill & Associates
Maryland
$7.37K
PTC
190
Private Trust Company
Ohio
$7.08K +$7.28K +200 New
FHA
191
First Horizon Advisors
Tennessee
$5.85K -$25K -686 -81%
Citigroup
192
Citigroup
New York
$4.43K -$1.35K -37 -23%
TCWA
193
Ten Capital Wealth Advisors
Washington
$4.04K +$4.15K +114 New
TIM
194
Tortoise Investment Management
New York
$3.61K
EWA
195
EverSource Wealth Advisors
Alabama
$3.04K
BWL
196
Bogart Wealth LLC
Virginia
$1.81K
FA
197
Financial Avengers
California
$1.17K
HGERS
198
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1.13K +31 New
LWANC
199
Laurel Wealth Advisors (North Carolina)
North Carolina
$850
HI
200
Horizon Investments
North Carolina
$602 +$618 +17 New

NUSC Hedge Fund Activity: Q1 2023 in Review

203 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q1 2023, worth a combined $669M — up 5.6% from $633M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NUSC positions and 19 closed out — a net gain of 3 holders — while 80 added to existing stakes and 66 trimmed.

The largest buyer was Bank of America, adding an estimated $24.7M. The largest seller was Ameriprise, cutting an estimated $8.77M.

  • 203 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q1 2023, down from 206 in Q4 2022.
  • Funds reported $669M of Nuveen ESG Small-Cap ETF stock for Q1 2023, up 5.6% quarter-over-quarter.
  • 22 funds opened new Nuveen ESG Small-Cap ETF positions in Q1 2023 and 19 closed out, a net change of +3 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q1 2023 was Bank of America, an estimated $24.7M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q1 2023 was Ameriprise, an estimated $8.77M sold.

Based on aggregated 13F filings for Q1 2023.