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Nuveen ESG Small-Cap ETF

203 hedge funds and large institutions have $669M invested in Nuveen ESG Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
203
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
80
Reduced
66
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$192M 5,432,737 +679,218 +14%
TF
2
TIAA FSB
Florida
$82.2M 2,321,735 -45,849 -2%
AWP
3
Abacus Wealth Partners
California
$34.4M 990,491 +95,759 +11%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$33.1M 935,930 -60,483 -6%
Morgan Stanley
5
Morgan Stanley
New York
$29.6M 836,456 -4,410 -0.5%
MWM
6
Mission Wealth Management
California
$26.1M 737,242 +43,200 +6%
LPL Financial
7
LPL Financial
California
$16.9M 476,454 +51,098 +12%
UBS Group
8
UBS Group
Switzerland
$15.6M 439,193 -66,682 -13%
Ameriprise
9
Ameriprise
Minnesota
$14.9M 421,054 -240,992 -36%
Wells Fargo
10
Wells Fargo
California
$13.1M 368,802 +1,342 +0.4%
AAS
11
Ameritas Advisory Services
Nebraska
$13M 367,939 +5,697 +2%
I
12
IMPACTfolio
Colorado
$11.2M 316,174 +16,776 +6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.8M 303,946 +42,500 +16%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$8.08M 228,167 +9,342 +4%
Creative Planning
15
Creative Planning
Kansas
$7.73M 218,398 +33,632 +18%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$7.6M 214,669 +127,973 +148%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$5.37M 151,647 -12,009 -7%
FPF
18
First Pacific Financial
Washington
$4.95M 139,758 +17,390 +14%
SFS
19
Sowell Financial Services
Arkansas
$4.78M 134,903 -4,152 -3%
EB
20
Eastern Bank
Massachusetts
$4.61M 130,211 -22,354 -15%
Stifel Financial
21
Stifel Financial
Missouri
$4.53M 127,791 +8,995 +8%
CCM
22
Colorado Capital Management
Colorado
$4.43M 125,236 +4,652 +4%
SAM
23
Silverhawk Asset Management
Arizona
$4.28M 120,821 +11,464 +10%
WWA
24
WCG Wealth Advisors
Nevada
$4.1M 115,750 +12,459 +12%
BWP
25
BSW Wealth Partners
Colorado
$3.76M 106,321 -1,132 -1%