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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

262 hedge funds and large institutions have $925M invested in Nuveen ESG Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 10 closing their positions.

Holders
262
Holders Change
+23
Holders Change %
+9.62%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
93
Reduced
96
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$28.6M
2
Bank of America
2
Bank of America
North Carolina
$290M
3
DJSG
3
D.J. St. Germain
Massachusetts
$2.02M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$12.3M
5
AWP
5
Abacus Wealth Partners
California
$51.1M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$8.68M
2
I
2
IMPACTfolio
Colorado
$2.07M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$64.9M
4
UBS Group
4
UBS Group
Switzerland
$17.3M
5
AAS
5
Ameritas Advisory Services
Nebraska
$4.94M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
176
SOA Wealth Advisors
New York
$294K 7,023 -12 -0.2%
FUBT
177
First United Bank & Trust
Maryland
$292K 6,970 -890 -11%
TRCT
178
Tower Research Capital (TRC)
New York
$292K 6,964 +6,964 New
SPL
179
Smart Portfolios LLC
Washington
$279K 6,652 -204 -3%
TC
180
Trust Company
Kansas
$270K 6,441 +267 +4%
CAG
181
Curtis Advisory Group
California
$269K 6,427 – –
VAF
182
Values Added Financial
District of Columbia
$266K 6,362 +6,362 New
BFPW
183
BOK Financial Private Wealth
Colorado
$264K 6,312 – –
EC
184
Estate Counselors
Wisconsin
$262K 6,265 +6,265 New
CWM
185
Collaborative Wealth Management
Florida
$262K 6,248 -1 -0%
MCM
186
MAI Capital Management
Ohio
$260K 6,217 +6,217 New
PA
187
PFG Advisors
Arizona
$255K 6,099 +6,099 New
AF
188
Abound Financial
California
$254K 6,063 +6,063 New
SWM
189
SigFig Wealth Management
California
$254K 6,064 -85 -1%
AA
190
Advisory Alpha
Michigan
$250K 5,971 +54 +0.9%
BWP
191
BlueStem Wealth Partners
Minnesota
$250K 5,960 +5,960 New
SFM
192
Signet Financial Management
New Jersey
$243K 5,809 – –
SFG
193
Stonebridge Financial Group
Pennsylvania
$229K 5,479 +5,479 New
CRFG
194
Columbia River Financial Group
Washington
$228K 5,447 +5,447 New
KLI
195
Kelman-Lazarov Inc
Tennessee
$224K 5,353 +120 +2%
FZCM
196
Flynn Zito Capital Management
New York
$222K 5,301 +64 +1%
APP
197
Avantax Planning Partners
Iowa
$220K 5,251 -481 -8%
ACP
198
Argyle Capital Partners
California
$219K 5,233 +5,233 New
LGWM
199
Litman Gregory Wealth Management
California
$216K 5,152 -121 -2%
AF
200
Arrow Financial
New York
$216K 5,150 -155 -3%
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