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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

212 hedge funds and large institutions have $744M invested in Nuveen ESG Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+9
Holders Change %
+4.43%
% of All Funds
3.34%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
25
Increased
87
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$47M
2
Bank of America
2
Bank of America
North Carolina
$206M
3
AWP
3
Abacus Wealth Partners
California
$41.2M
4
SFS
4
Sowell Financial Services
Arkansas
$8.18M
5
UBS Group
5
UBS Group
Switzerland
$19M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
TF
2
TIAA FSB
Florida
$84M
3
I
3
IMPACTfolio
Colorado
$9.88M
4
ASN
4
Advisory Services Network
Georgia
$228K
5
Wells Fargo
5
Wells Fargo
California
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
201
First Horizon Advisors
Tennessee
$6.11K – – –
TIM
202
Tortoise Investment Management
New York
$3.77K – – –
EWA
203
EverSource Wealth Advisors
Alabama
$3.18K – – –
MWM
204
Mascoma Wealth Management
New Hampshire
$2.25K -$26.6K -708 -92%
CAS
205
Coppell Advisory Solutions
Texas
$2.13K +$2.13K +58 New
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$2K -$17K -390 -89%
BWL
207
Bogart Wealth LLC
Virginia
$1.89K – – –
FA
208
Financial Avengers
California
$1.22K – – –
LWANC
209
Laurel Wealth Advisors (North Carolina)
North Carolina
$888 – – –
GWS
210
Glassman Wealth Services
Virginia
$888 +$888 +24 New
HI
211
Horizon Investments
North Carolina
$629 – – –
TAM
212
Tucker Asset Management
Colorado
$555 – – –
HNB
213
Huntington National Bank
Ohio
$37 -$35 – –
AAS
214
Ameritas Advisory Services
Nebraska
– -$13M -367,939 Closed
Vanguard Group
215
Vanguard Group
Pennsylvania
– -$461K -13,007 Closed
OC
216
Oppenheimer & Co
New York
– -$376K -10,623 Closed
EWA
217
EP Wealth Advisors
California
– -$400K -10,176 Closed
CAM
218
Cresset Asset Management
Illinois
– -$288K -8,135 Closed
NFP
219
NorthLanding Financial Partners
New York
– -$246K -6,944 Closed
EWM
220
Empirical Wealth Management
Washington
– -$231K -6,512 Closed
RCG
221
Regatta Capital Group
California
– -$219K -6,410 Closed
MKA
222
M. Kulyk & Associates
Georgia
– -$203K -5,741 Closed
LWCFA
223
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$16K -452 Closed
PMFA
224
Plante Moran Financial Advisors
Michigan
– -$7.81K -220 Closed
Citigroup
225
Citigroup
New York
– -$4.43K -125 Closed
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