We are live on ! Find out more
NUSC icon

Nuveen ESG Small-Cap ETF

178 hedge funds and large institutions have $795M invested in Nuveen ESG Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 96 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 28

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 162178 (+16)

8% more capital invested

Capital invested by funds: $733M → $795M (+$61.4M)

1.3% more ownership

Funds ownership: 70.86%72.16% (+1.3%)

Holders
178
Holders Change
+16
Holders Change %
+9.88%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
38
Increased
96
Reduced
28
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$301M +$38.4M +861,575 +14%
TF
2
TIAA FSB
Florida
$98.4M +$6.79M +152,315 +7%
Wells Fargo
3
Wells Fargo
California
$35M -$465K -10,428 -1%
AWP
4
Abacus Wealth Partners
California
$29.2M +$4.22M +94,616 +16%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$28.6M +$5.46M +122,450 +22%
CIA
6
Compass Ion Advisors
Pennsylvania
$27.9M -$1.75M -39,268 -6%
Morgan Stanley
7
Morgan Stanley
New York
$25M +$3.2M +71,880 +14%
UBS Group
8
UBS Group
Switzerland
$21.8M -$1.61M -36,199 -7%
MWM
9
Mission Wealth Management
California
$20.9M +$2.73M +61,168 +14%
LPL Financial
10
LPL Financial
California
$12.8M +$2.32M +52,000 +21%
Ameriprise
11
Ameriprise
Minnesota
$11.4M -$2.51M -56,237 -17%
AAS
12
Ameritas Advisory Services
Nebraska
$9.31M +$9.87M +221,582 New
MIAN
13
Mariner Independent Advisor Network
Kansas
$8.55M +$1.01M +22,648 +13%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$8.49M -$8.29K -186 -0.1%
I
15
IMPACTfolio
Colorado
$7.92M +$8.4M +188,592 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.24M +$1.65M +37,013 +33%
CCM
17
Colorado Capital Management
Colorado
$5.4M +$233K +5,227 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$5.31M +$3.18M +71,311 +130%
AWM
19
AE Wealth Management
Kansas
$5.24M +$1.21M +27,070 +28%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.02M +$1.51M +33,995 +40%
EB
21
Eastern Bank
Massachusetts
$4.9M +$91K +2,041 +2%
BWP
22
BSW Wealth Partners
Colorado
$4.87M -$79.6K -1,786 -2%
PWPCM
23
Perella Weinberg Partners Capital Management
New York
$4.76M +$5.05M +113,318 New
Stifel Financial
24
Stifel Financial
Missouri
$4.68M +$1.33M +29,766 +37%
LWP
25
Laurel Wealth Planning
Minnesota
$4.3M -$2.09M -46,978 -31%