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Nuveen ESG Small-Cap ETF

232 hedge funds and large institutions have $834M invested in Nuveen ESG Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

0.12% less ownership

Funds ownership: 74.41%74.29% (-0.12%)

1% less funds holding

Funds holding: 234232 (-2)

5% less capital invested

Capital invested by funds: $880M → $834M (-$46.1M)

Holders
232
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.35%
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
83
Reduced
82
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OP
201
ORG Partners
Indiana
$39.2K +$39.9K +1,005 New
MG
202
Mather Group
Illinois
$36.5K -$1.63K -41 -4%
CAS
203
Coppell Advisory Solutions
Texas
$28.5K +$28.7K +724 New
PS
204
Principal Securities
Iowa
$28.4K
RCM
205
Richardson Capital Management
Wisconsin
$24.5K
PWA
206
Provenance Wealth Advisors
Florida
$20.3K -$6.11K -154 -23%
CA
207
Clearstead Advisors
Ohio
$18.3K +$18.4K +464 New
NP
208
NorthRock Partners
Minnesota
$16.9K +$15.3K +385 +875%
AWM
209
Avior Wealth Management
Nebraska
$16.6K
WCM
210
Winthrop Capital Management
Indiana
$15K
CA
211
Crewe Advisors
Utah
$13.4K
CA
212
CoreCap Advisors
Michigan
$13.1K
GRP
213
Global Retirement Partners
California
$11K
WIM
214
Westside Investment Management
California
$9.84K
CFD
215
Creative Financial Designs
Indiana
$9.01K -$119 -3 -1%
BTI
216
Blue Trust Inc
Georgia
$8.98K
CHA
217
Carmichael Hill & Associates
Maryland
$8.18K
FHA
218
First Horizon Advisors
Tennessee
$8.05K
GWSG
219
GPS Wealth Strategies Group
Colorado
$7.71K +$7.77K +196 New
AIM
220
Anchor Investment Management
South Carolina
$6.57K +$6.62K +167 New
FCAS
221
First Command Advisory Services
Texas
$6.41K +$6.46K +163 New
DIP
222
DT Investment Partners
Pennsylvania
$5.43K
IAIM
223
International Assets Investment Management
Florida
$4.33K +$4.36K +110 New
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$4.28K
TIM
225
Tortoise Investment Management
New York
$4.01K

NUSC Hedge Fund Activity: Q2 2024 in Review

232 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q2 2024, worth a combined $834M — down 5.2% from $880M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NUSC positions and 17 closed out — a net gain of 2 holders — while 83 added to existing stakes and 82 trimmed.

The largest buyer was Bank of America, adding an estimated $5.61M. The largest seller was Eastern Bank, cutting an estimated $5.09M.

  • 232 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q2 2024, down from 234 in Q1 2024.
  • Funds reported $834M of Nuveen ESG Small-Cap ETF stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 19 funds opened new Nuveen ESG Small-Cap ETF positions in Q2 2024 and 17 closed out, a net change of +2 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q2 2024 was Bank of America, an estimated $5.61M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q2 2024 was Eastern Bank, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2024.