We are live on ! Find out more
NUSC icon

Nuveen ESG Small-Cap ETF

262 hedge funds and large institutions have $925M invested in Nuveen ESG Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

10% more funds holding

Funds holding: 239262 (+23)

1% more capital invested

Capital invested by funds: $915M → $925M (+$9.72M)

0.26% more ownership

Funds ownership: 75.16%75.42% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 96

Holders
262
Holders Change
+23
Holders Change %
+9.62%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
93
Reduced
96
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
CWC Advisors
Oregon
$215K +$1.79K +41 +0.8%
CAWM
202
Capital Advisors Wealth Management
Washington
$213K +$742 +17 +0.3%
AWM
203
Apollon Wealth Management
South Carolina
$212K -$6.2K -142 -3%
QFA
204
Quantum Financial Advisors
California
$208K -$69.2K -1,586 -24%
ML
205
McAdam LLC
Pennsylvania
$202K +$211K +4,829 New
BIA
206
Bigelow Investment Advisors
Maine
$201K -$917 -21 -0.4%
PTC
207
Private Trust Company
Ohio
$194K +$4.37K +100 +2%
MEG
208
Millstone Evans Group
Colorado
$190K +$198K +4,536 New
US Bancorp
209
US Bancorp
Minnesota
$167K +$30.2K +691 +21%
CA
210
Continuum Advisory
Idaho
$164K +$87 +2 +0.1%
OC
211
Oarsman Capital
Wisconsin
$153K +$3.06K +70 +2%
MIA
212
Milestone Investment Advisors
Wisconsin
$138K
ME
213
McIlrath & Eck
Washington
$135K +$2.31K +53 +2%
MCM
214
Manchester Capital Management
Vermont
$134K
Bessemer Group
215
Bessemer Group
New Jersey
$114K +$3.1K +71 +3%
SPIA
216
Steward Partners Investment Advisory
New York
$106K +$36.2K +829 +49%
FFA
217
Farther Finance Advisors
California
$98K +$568 +13 +0.6%
IWP
218
IAG Wealth Partners
Wisconsin
$80.6K -$4.58K -105 -5%
CAM
219
Clarity Asset Management
Iowa
$75.5K -$3.19K -73 -4%
WSFS
220
Wilmington Savings Fund Society
Delaware
$64.5K +$3.27K +75 +5%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$64K +$11.5K +263 +21%
Comerica Bank
222
Comerica Bank
Texas
$59K -$3.06K -70 -5%
ACA
223
Aptus Capital Advisors
Alabama
$57.4K +$4.32K +99 +8%
VAG
224
VisionPoint Advisory Group
Texas
$55.1K +$57.4K +1,315 New
CAS
225
Coppell Advisory Solutions
Texas
$45K +$15.4K +353 +49%

NUSC Hedge Fund Activity: Q4 2024 in Review

262 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q4 2024, worth a combined $925M — up 1.1% from $915M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NUSC positions and 10 closed out — a net gain of 29 holders — while 93 added to existing stakes and 96 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.04M. The largest seller was Corient Private Wealth, cutting an estimated $5.36M.

  • 262 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q4 2024, up from 239 in Q3 2024.
  • Funds reported $925M of Nuveen ESG Small-Cap ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 39 funds opened new Nuveen ESG Small-Cap ETF positions in Q4 2024 and 10 closed out, a net change of +29 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q4 2024 was LPL Financial, an estimated $3.04M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q4 2024 was Corient Private Wealth, an estimated $5.36M sold.

Based on aggregated 13F filings for Q4 2024.