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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

234 hedge funds and large institutions have $880M invested in Nuveen ESG Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
80
Reduced
81
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$276M
2
Corient Private Wealth
Corient Private Wealth
Florida
$6.99M
3
GM
GeoWealth Management
Illinois
$3.9M
4
CA
Cetera Advisors
Colorado
$2.76M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$18.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$56.7M
2
I
IMPACTfolio
Colorado
$2.16M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$37.9M
4
SAG
SageView Advisory Group
California
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
201
Mather Group
Illinois
$35.9K +$35.9K +919 New
PS
202
Principal Securities
Iowa
$30K – – –
PWA
203
Provenance Wealth Advisors
Florida
$27.9K – – –
SAM
204
Smartleaf Asset Management
Massachusetts
$26.5K -$73.1K -1,766 -73%
RCM
205
Richardson Capital Management
Wisconsin
$25.9K – – –
CWP
206
Concord Wealth Partners
Virginia
$24.9K +$24.9K +599 New
RG
207
Retirement Group
California
$23.2K – – –
AIC
208
Archer Investment Corporation
Indiana
$18.7K – – –
IGWM
209
ICA Group Wealth Management
Colorado
$18.5K +$1.08K +26 +6%
AWM
210
Avior Wealth Management
Nebraska
$17.6K +$17.6K +422 New
Qube Research & Technologies (QRT)
211
Qube Research & Technologies (QRT)
United Kingdom
$16.7K +$12.7K +305 +314%
WCM
212
Winthrop Capital Management
Indiana
$16K – – –
CA
213
Crewe Advisors
Utah
$14.1K – – –
CA
214
CoreCap Advisors
Michigan
$13.9K +$13.9K +334 New
GRP
215
Global Retirement Partners
California
$11.6K – – –
WIM
216
Westside Investment Management
California
$10.4K – – –
CFD
217
Creative Financial Designs
Indiana
$9.65K – – –
BTI
218
Blue Trust Inc
Georgia
$8.98K -$16K -384 -64%
CHA
219
Carmichael Hill & Associates
Maryland
$8.65K – – –
FHA
220
First Horizon Advisors
Tennessee
$8.51K – – –
FFWM
221
Future Financial Wealth Management
Ohio
$8.28K +$8.28K +199 New
DF
222
Dunhill Financial
United Kingdom
$6.65K – – –
DIP
223
DT Investment Partners
Pennsylvania
$5.74K +$666 +16 +13%
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$4.5K +$4.5K +109 New
TIM
225
Tortoise Investment Management
New York
$4.24K – – –
6 7 8
9
10