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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

156 hedge funds and large institutions have $682M invested in Nuveen ESG Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
2.72%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
23
Increased
91
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$255M
2
TF
2
TIAA FSB
Florida
$93.4M
3
CIA
3
Compass Ion Advisors
Pennsylvania
$28.9M
4
EB
4
Eastern Bank
Massachusetts
$5.12M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$322K
2
FFWM
2
Future Financial Wealth Management
Ohio
$1.77M
3
RCS
3
Retirement Capital Strategies
California
$569K
4
KWM
4
Kingsview Wealth Management
Oregon
$0
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$255M 5,644,338 +879,170 +18%
TF
2
TIAA FSB
Florida
$93.4M 2,067,994 +192,625 +10%
Wells Fargo
3
Wells Fargo
California
$34.9M 773,281 +24,836 +3%
CIA
4
Compass Ion Advisors
Pennsylvania
$28.9M 640,816 +145,467 +29%
AWP
5
Abacus Wealth Partners
California
$24.4M 539,503 +16,997 +3%
UBS Group
6
UBS Group
Switzerland
$23.5M 521,297 +10,121 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$22.8M 504,082 +53,093 +12%
Morgan Stanley
8
Morgan Stanley
New York
$21.2M 468,792 +112,142 +31%
MWM
9
Mission Wealth Management
California
$18.4M 407,154 +26,669 +7%
Ameriprise
10
Ameriprise
Minnesota
$15.7M 349,674 +67,405 +24%
LPL Financial
11
LPL Financial
California
$9.73M 215,525 +13,280 +7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$8.71M 192,908 +52,522 +37%
MIAN
13
Mariner Independent Advisor Network
Kansas
$7.52M 166,620 +47,575 +40%
LWP
14
Laurel Wealth Planning
Minnesota
$6.41M 142,046 +13,775 +11%
BWP
15
BSW Wealth Partners
Colorado
$5.3M 117,308 -7,543 -6%
CCM
16
Colorado Capital Management
Colorado
$5.13M 113,663 +5,343 +5%
EB
17
Eastern Bank
Massachusetts
$5.12M 113,443 +113,443 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.76M 105,468 +12,506 +13%
CJA
19
C-J Advisory
California
$4.32M 95,751 -2,265 -2%
AWM
20
AE Wealth Management
Kansas
$3.95M 87,404 +14,621 +20%
WT
21
Whittier Trust
California
$3.32M 73,417 +2,546 +4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.31M 73,298 +27,940 +62%
PPW
23
Parcion Private Wealth
Washington
$2.49M 55,200 – –
Stifel Financial
24
Stifel Financial
Missouri
$2.39M 52,947 +13,374 +34%
FPF
25
First Pacific Financial
Washington
$2.37M 52,386 +10,809 +26%
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