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Nuveen ESG Small-Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

10% more funds holding

Funds holding: 239262 (+23)

1% more capital invested

Capital invested by funds: $915M → $925M (+$9.72M)

0.26% more ownership

Funds ownership: 75.16%75.42% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 96

Holders
262
Holders Change
+23
Holders Change %
+9.62%
% of All Funds
3.45%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
SOA Wealth Advisors
New York
$294K -$524 -12 -0.2%
FUBT
177
First United Bank & Trust
Maryland
$292K -$38.9K -890 -11%
TRCT
178
Tower Research Capital (TRC)
New York
$292K +$304K +6,964 New
SPL
179
Smart Portfolios LLC
Washington
$279K -$8.91K -204 -3%
TC
180
Trust Company
Kansas
$270K +$11.7K +267 +4%
CAG
181
Curtis Advisory Group
California
$269K
VAF
182
Values Added Financial
District of Columbia
$266K +$278K +6,362 New
BFPW
183
BOK Financial Private Wealth
Colorado
$264K
EC
184
Estate Counselors
Wisconsin
$262K +$274K +6,265 New
CWM
185
Collaborative Wealth Management
Florida
$262K -$44 -1 -0%
MCM
186
MAI Capital Management
Ohio
$260K +$271K +6,217 New
PA
187
PFG Advisors
Arizona
$255K +$266K +6,099 New
AF
188
Abound Financial
California
$254K +$265K +6,063 New
SWM
189
SigFig Wealth Management
California
$254K -$3.71K -85 -1%
AA
190
Advisory Alpha
Michigan
$250K +$2.36K +54 +0.9%
BWP
191
BlueStem Wealth Partners
Minnesota
$250K +$260K +5,960 New
SFM
192
Signet Financial Management
New Jersey
$243K
SFGP
193
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$229K +$239K +5,479 New
CRFG
194
Columbia River Financial Group
Washington
$228K +$238K +5,447 New
KLI
195
Kelman-Lazarov Inc
Tennessee
$224K +$5.24K +120 +2%
FZCM
196
Flynn Zito Capital Management
New York
$222K +$2.79K +64 +1%
APP
197
Avantax Planning Partners
Iowa
$220K -$21K -481 -8%
ACP
198
Argyle Capital Partners
California
$219K +$228K +5,233 New
LGWM
199
Litman Gregory Wealth Management
California
$216K -$5.28K -121 -2%
AF
200
Arrow Financial
New York
$216K -$6.77K -155 -3%

NUSC Hedge Fund Activity: Q4 2024 in Review

262 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q4 2024, worth a combined $925M — up 1.1% from $915M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NUSC positions and 10 closed out — a net gain of 29 holders — while 93 added to existing stakes and 96 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.04M. The largest seller was Corient Private Wealth, cutting an estimated $5.36M.

  • 262 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q4 2024, up from 239 in Q3 2024.
  • Funds reported $925M of Nuveen ESG Small-Cap ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 39 funds opened new Nuveen ESG Small-Cap ETF positions in Q4 2024 and 10 closed out, a net change of +29 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q4 2024 was LPL Financial, an estimated $3.04M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q4 2024 was Corient Private Wealth, an estimated $5.36M sold.

Based on aggregated 13F filings for Q4 2024.