We are live on ! Find out more
NUSC icon

Nuveen ESG Small-Cap ETF

239 hedge funds and large institutions have $915M invested in Nuveen ESG Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $834M → $915M (+$81.1M)

3% more funds holding

Funds holding: 232239 (+7)

0.87% more ownership

Funds ownership: 74.29%75.16% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 85

Holders
239
Holders Change
+7
Holders Change %
+3.02%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
82
Reduced
85
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
201
Wilmington Savings Fund Society
Delaware
$62.8K +$60.4K +1,466 New
ACA
202
Aptus Capital Advisors
Alabama
$54.5K +$52.4K +1,271 New
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$54K -$7.63K -185 -13%
HNB
204
Huntington National Bank
Ohio
$52.5K
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$45.8K -$43.3K -1,049 -50%
EWP
206
Elevation Wealth Partners
California
$43.4K
OP
207
ORG Partners
Indiana
$43.1K
KHC
208
Koesten Hirschmann & Crabtree
Kansas
$42K -$412 -10 -1%
EB
209
Eastern Bank
Massachusetts
$38.2K -$203K -4,929 -85%
MG
210
Mather Group
Illinois
$37.6K
PS
211
Principal Securities
Iowa
$30.9K
CAS
212
Coppell Advisory Solutions
Texas
$28.4K
RCM
213
Richardson Capital Management
Wisconsin
$26.7K
PWA
214
Provenance Wealth Advisors
Florida
$22.1K
CA
215
Clearstead Advisors
Ohio
$19.9K
NP
216
NorthRock Partners
Minnesota
$18.4K
WCM
217
Winthrop Capital Management
Indiana
$16K
RWM
218
Reston Wealth Management
Virginia
$14.9K +$14.3K +348 New
CA
219
Crewe Advisors
Utah
$14.6K
CA
220
CoreCap Advisors
Michigan
$14.3K
SAM
221
Smartleaf Asset Management
Massachusetts
$14.3K +$13.6K +329 +6,580%
GRP
222
Global Retirement Partners
California
$13.4K +$1.36K +33 +12%
WIM
223
Westside Investment Management
California
$10.7K
CHA
224
Carmichael Hill & Associates
Maryland
$8.91K
CFD
225
Creative Financial Designs
Indiana
$8.82K -$948 -23 -10%

NUSC Hedge Fund Activity: Q3 2024 in Review

239 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q3 2024, worth a combined $915M — up 9.7% from $834M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NUSC positions and 10 closed out — a net gain of 7 holders — while 82 added to existing stakes and 85 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $5.63M. The largest seller was Ameriprise, cutting an estimated $8.94M.

  • 239 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q3 2024, up from 232 in Q2 2024.
  • Funds reported $915M of Nuveen ESG Small-Cap ETF stock for Q3 2024, up 9.7% quarter-over-quarter.
  • 17 funds opened new Nuveen ESG Small-Cap ETF positions in Q3 2024 and 10 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q3 2024 was Corient Private Wealth, an estimated $5.63M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q3 2024 was Ameriprise, an estimated $8.94M sold.

Based on aggregated 13F filings for Q3 2024.