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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

231 hedge funds and large institutions have $833M invested in Nuveen ESG Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
82
Reduced
82
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$266M
2
SAG
SageView Advisory Group
California
$2.8M
3
I
IMPACTfolio
Colorado
$4.28M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$19.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.9M

Top Sellers

1
MFA
McClarren Financial Advisors
Pennsylvania
$433K
2
EB
Eastern Bank
Massachusetts
$229K
3
Morgan Stanley
Morgan Stanley
New York
$49.3M
4
AAS
Ameritas Advisory Services
Nebraska
$7.66M
5
UBS Group
UBS Group
Switzerland
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
201
Mather Group
Illinois
$36.5K -$1.71K -41 -4%
CAS
202
Coppell Advisory Solutions
Texas
$28.5K +$28.5K +724 New
PS
203
Principal Securities
Iowa
$28.4K – – –
RCM
204
Richardson Capital Management
Wisconsin
$24.5K – – –
PWA
205
Provenance Wealth Advisors
Florida
$20.3K -$6.06K -154 -23%
CA
206
Clearstead Advisors
Ohio
$18.3K +$18.3K +464 New
NP
207
NorthRock Partners
Minnesota
$16.9K +$15.1K +385 +875%
AWM
208
Avior Wealth Management
Nebraska
$16.6K – – –
WCM
209
Winthrop Capital Management
Indiana
$15K – – –
CA
210
Crewe Advisors
Utah
$13.4K – – –
CA
211
CoreCap Advisors
Michigan
$13.1K – – –
GRP
212
Global Retirement Partners
California
$11K – – –
WIM
213
Westside Investment Management
California
$9.84K – – –
CFD
214
Creative Financial Designs
Indiana
$9.01K -$118 -3 -1%
BTI
215
Blue Trust Inc
Georgia
$8.98K – – –
CHA
216
Carmichael Hill & Associates
Maryland
$8.18K – – –
FHA
217
First Horizon Advisors
Tennessee
$8.05K – – –
GWSG
218
GPS Wealth Strategies Group
Colorado
$7.71K +$7.71K +196 New
AIM
219
Anchor Investment Management
South Carolina
$6.57K +$6.57K +167 New
FCAS
220
First Command Advisory Services
Texas
$6.41K +$6.41K +163 New
DIP
221
DT Investment Partners
Pennsylvania
$5.43K – – –
IAIM
222
International Assets Investment Management
Florida
$4.33K +$4.33K +110 New
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$4.28K – – –
TIM
224
Tortoise Investment Management
New York
$4.01K – – –
EWA
225
EverSource Wealth Advisors
Alabama
$3.68K – – –
6 7 8
9
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