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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

212 hedge funds and large institutions have $744M invested in Nuveen ESG Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+9
Holders Change %
+4.43%
% of All Funds
3.34%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
25
Increased
87
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$47M
2
Bank of America
2
Bank of America
North Carolina
$206M
3
AWP
3
Abacus Wealth Partners
California
$41.2M
4
SFS
4
Sowell Financial Services
Arkansas
$8.18M
5
UBS Group
5
UBS Group
Switzerland
$19M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
TF
2
TIAA FSB
Florida
$84M
3
I
3
IMPACTfolio
Colorado
$9.88M
4
ASN
4
Advisory Services Network
Georgia
$228K
5
Wells Fargo
5
Wells Fargo
California
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$79K -$6.92K -187 -8%
TF
177
TimeScale Financial
Massachusetts
$62.7K – – –
FFA
178
Farther Finance Advisors
California
$62.3K – – –
AF
179
Arrow Financial
New York
$57.5K – – –
VAG
180
VisionPoint Advisory Group
Texas
$53.9K +$53.9K +1,457 New
RG
181
Retirement Group
California
$49.1K – – –
OIS
182
Okabena Investment Services
Minnesota
$40.9K +$40.9K +1,106 New
KHC
183
Koesten Hirschmann & Crabtree
Kansas
$38.1K – – –
EWP
184
Elevation Wealth Partners
California
$37.2K – – –
SPIA
185
Steward Partners Investment Advisory
New York
$34.7K +$5.95K +161 +21%
CWP
186
Concord Wealth Partners
Virginia
$31.5K +$1.89K +51 +6%
BWM
187
Baystate Wealth Management
Massachusetts
$25.2K – – –
OP
188
ORG Partners
Indiana
$20.2K +$20.2K +542 New
DWMG
189
DB Wealth Management Group
California
$18.6K – – –
AIC
190
Archer Investment Corporation
Indiana
$16.6K – – –
IGWM
191
ICA Group Wealth Management
Colorado
$15.6K +$15.6K +422 New
CA
192
Crewe Advisors
Utah
$12.6K – – –
GM
193
GeoWealth Management
Illinois
$12K +$37 +1 +0.3%
CTWM
194
Cherry Tree Wealth Management
Minnesota
$11.5K +$11.5K +311 New
CFD
195
Creative Financial Designs
Indiana
$10.8K – – –
GRP
196
Global Retirement Partners
California
$10.3K – – –
DIP
197
DT Investment Partners
Pennsylvania
$10.2K – – –
WIM
198
Westside Investment Management
California
$9.25K – – –
CHA
199
Carmichael Hill & Associates
Maryland
$7.69K – – –
HFS
200
HBC Financial Services
Washington
$7K +$7K +189 New
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8
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