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Nuveen ESG Small-Cap ETF

239 hedge funds and large institutions have $915M invested in Nuveen ESG Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $834M → $915M (+$81.1M)

3% more funds holding

Funds holding: 232239 (+7)

0.87% more ownership

Funds ownership: 74.29%75.16% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 85

Holders
239
Holders Change
+7
Holders Change %
+3.02%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
82
Reduced
85
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KLI
176
Kelman-Lazarov Inc
Tennessee
$224K +$216K +5,233 New
AWM
177
Apollon Wealth Management
South Carolina
$223K +$41 +1 +0%
CA
178
CWC Advisors
Oregon
$219K +$210K +5,104 New
CAWM
179
Capital Advisors Wealth Management
Washington
$217K +$209K +5,067 New
PSCM
180
Per Stirling Capital Management
Texas
$215K +$207K +5,025 New
FFA
181
First Foundation Advisors
California
$213K -$102K -2,475 -33%
BIA
182
Bigelow Investment Advisors
Maine
$206K +$199K +4,818 New
SDWMA
183
Schneider Downs Wealth Management Advisors
Pennsylvania
$206K +$198K +4,804 New
NIWA
184
New Insight Wealth Advisors
California
$201K -$20.3K -492 -9%
PTC
185
Private Trust Company
Ohio
$194K
CA
186
Continuum Advisory
Idaho
$173K +$990 +24 +0.6%
OC
187
Oarsman Capital
Wisconsin
$153K +$148K +3,579 New
MIA
188
Milestone Investment Advisors
Wisconsin
$141K +$44.2K +1,073 +48%
US Bancorp
189
US Bancorp
Minnesota
$141K +$23.3K +566 +21%
MCM
190
Manchester Capital Management
Vermont
$137K
ME
191
McIlrath & Eck
Washington
$135K -$4K -97 -3%
Bessemer Group
192
Bessemer Group
New Jersey
$114K
HGERS
193
Householder Group Estate & Retirement Specialist
Arizona
$103K -$866 -21 -0.9%
FFA
194
Farther Finance Advisors
California
$99.7K
AF
195
Advisornet Financial
Minnesota
$98.1K +$8.29K +201 +10%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$96.5K
IWP
197
IAG Wealth Partners
Wisconsin
$87K
CAM
198
Clarity Asset Management
Iowa
$80.3K -$6.18K -150 -7%
SPIA
199
Steward Partners Investment Advisory
New York
$72.7K +$23.8K +577 +52%
Comerica Bank
200
Comerica Bank
Texas
$63.3K -$1.69K -41 -3%

NUSC Hedge Fund Activity: Q3 2024 in Review

239 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q3 2024, worth a combined $915M — up 9.7% from $834M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NUSC positions and 10 closed out — a net gain of 7 holders — while 82 added to existing stakes and 85 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $5.63M. The largest seller was Ameriprise, cutting an estimated $8.94M.

  • 239 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q3 2024, up from 232 in Q2 2024.
  • Funds reported $915M of Nuveen ESG Small-Cap ETF stock for Q3 2024, up 9.7% quarter-over-quarter.
  • 17 funds opened new Nuveen ESG Small-Cap ETF positions in Q3 2024 and 10 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q3 2024 was Corient Private Wealth, an estimated $5.63M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q3 2024 was Ameriprise, an estimated $8.94M sold.

Based on aggregated 13F filings for Q3 2024.