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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

231 hedge funds and large institutions have $833M invested in Nuveen ESG Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
82
Reduced
82
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$266M
2
SAG
SageView Advisory Group
California
$2.8M
3
I
IMPACTfolio
Colorado
$4.28M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$19.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.9M

Top Sellers

1
MFA
McClarren Financial Advisors
Pennsylvania
$433K
2
EB
Eastern Bank
Massachusetts
$229K
3
Morgan Stanley
Morgan Stanley
New York
$49.3M
4
AAS
Ameritas Advisory Services
Nebraska
$7.66M
5
UBS Group
UBS Group
Switzerland
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Apollon Wealth Management
South Carolina
$204K -$2.52K -64 -1%
NIWA
177
New Insight Wealth Advisors
California
$204K -$5.27K -134 -3%
GVAG
178
Great Valley Advisor Group
Delaware
$203K – – –
PTC
179
Private Trust Company
Ohio
$178K – – –
CA
180
Continuum Advisory
Idaho
$153K -$236 -6 -0.2%
ME
181
McIlrath & Eck
Washington
$128K – – –
MCM
182
Manchester Capital Management
Vermont
$126K – – –
US Bancorp
183
US Bancorp
Minnesota
$107K +$28K +711 +35%
Bessemer Group
184
Bessemer Group
New Jersey
$104K – – –
HGERS
185
Householder Group Estate & Retirement Specialist
Arizona
$96K -$589 -15 -0.6%
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$90.9K +$90.9K +2,258 New
FFA
187
Farther Finance Advisors
California
$90.7K +$24.3K +623 +37%
MIA
188
Milestone Investment Advisors
Wisconsin
$87.6K – – –
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$83.3K -$5.31K -135 -6%
AF
190
Advisornet Financial
Minnesota
$82.2K -$590 -15 -0.7%
IWP
191
IAG Wealth Partners
Wisconsin
$79.9K -$6.61K -168 -8%
CAM
192
Clarity Asset Management
Iowa
$79.7K – – –
Comerica Bank
193
Comerica Bank
Texas
$59.8K -$4.05K -103 -6%
VAG
194
VisionPoint Advisory Group
Texas
$57.3K +$118 +3 +0.2%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$57K -$135K -3,435 -70%
HNB
196
Huntington National Bank
Ohio
$52.6K -$42 – –
SPIA
197
Steward Partners Investment Advisory
New York
$44K -$118 -3 -0.3%
KHC
198
Koesten Hirschmann & Crabtree
Kansas
$41.2K – – –
EWP
199
Elevation Wealth Partners
California
$39.9K – – –
OP
200
ORG Partners
Indiana
$39.2K +$39.2K +1,005 New
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