NUSC icon

Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

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 18 funds opening new positions, 81 increasing their positions, 85 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+8
Holders Change %
+3.46%
% of All Funds
3.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
81
Reduced
85
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
$14.1M
2
Bank of America
Bank of America
North Carolina
$294M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$23.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21.8M
5
FPF
First Pacific Financial
Washington
$9.41M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$7.59M
2
AAS
Ameritas Advisory Services
Nebraska
$6.5M
3
PI
PFG Investments
New York
$336K
4
Creative Planning
Creative Planning
Kansas
$8.67M
5
SFS
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KLI
176
Kelman-Lazarov Inc
Tennessee
$224K +$224K +5,233 New
AWM
177
Apollon Wealth Management
South Carolina
$223K +$43 +1 +0%
CA
178
CWC Advisors
Oregon
$219K +$219K +5,104 New
CAWM
179
Capital Advisors Wealth Management
Washington
$217K +$217K +5,067 New
PSCM
180
Per Stirling Capital Management
Texas
$215K +$215K +5,025 New
FFA
181
First Foundation Advisors
California
$213K -$106K -2,475 -33%
BIA
182
Bigelow Investment Advisors
Maine
$206K +$206K +4,818 New
SDWMA
183
Schneider Downs Wealth Management Advisors
Pennsylvania
$206K +$206K +4,804 New
NIWA
184
New Insight Wealth Advisors
California
$201K -$21.1K -492 -9%
PTC
185
Private Trust Company
Ohio
$194K – – –
CA
186
Continuum Advisory
Idaho
$173K +$1.06K +24 +0.6%
OC
187
Oarsman Capital
Wisconsin
$153K +$153K +3,579 New
MIA
188
Milestone Investment Advisors
Wisconsin
$141K +$46K +1,073 +48%
US Bancorp
189
US Bancorp
Minnesota
$141K +$24.2K +566 +21%
MCM
190
Manchester Capital Management
Vermont
$137K – – –
ME
191
McIlrath & Eck
Washington
$135K -$4.16K -97 -3%
Bessemer Group
192
Bessemer Group
New Jersey
$114K – – –
HGERS
193
Householder Group Estate & Retirement Specialist
Arizona
$103K -$892 -21 -0.9%
FFA
194
Farther Finance Advisors
California
$99.7K – – –
AF
195
Advisornet Financial
Minnesota
$98.1K +$8.61K +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 -$6.43K -150 -7%
SPIA
199
Steward Partners Investment Advisory
New York
$72.7K +$24.7K +577 +52%
Comerica Bank
200
Comerica Bank
Texas
$63.3K -$1.76K -41 -3%
6 7
8
9 10