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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

212 hedge funds and large institutions have $744M invested in Nuveen ESG Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
212
Holders Change
+9
Holders Change %
+4.43%
% of All Funds
3.34%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
25
Increased
87
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$47M
2
Bank of America
2
Bank of America
North Carolina
$206M
3
AWP
3
Abacus Wealth Partners
California
$41.2M
4
SFS
4
Sowell Financial Services
Arkansas
$8.18M
5
UBS Group
5
UBS Group
Switzerland
$19M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
TF
2
TIAA FSB
Florida
$84M
3
I
3
IMPACTfolio
Colorado
$9.88M
4
ASN
4
Advisory Services Network
Georgia
$228K
5
Wells Fargo
5
Wells Fargo
California
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$206M 5,578,405 +145,668 +3%
TF
2
TIAA FSB
Florida
$84M 2,269,967 -51,768 -2%
Morgan Stanley
3
Morgan Stanley
New York
$47M 1,270,224 +433,768 +52%
AWP
4
Abacus Wealth Partners
California
$41.2M 1,113,016 +122,525 +12%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35.3M 953,800 +17,870 +2%
MWM
6
Mission Wealth Management
California
$28.9M 782,143 +44,901 +6%
UBS Group
7
UBS Group
Switzerland
$19M 513,321 +74,128 +17%
LPL Financial
8
LPL Financial
California
$18.5M 499,290 +22,836 +5%
Ameriprise
9
Ameriprise
Minnesota
$17.8M 482,013 +60,959 +14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$13M 351,345 +47,399 +16%
Wells Fargo
11
Wells Fargo
California
$12.4M 336,451 -32,351 -9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$9.95M 269,043 +40,876 +18%
I
13
IMPACTfolio
Colorado
$9.88M 267,216 -48,958 -15%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$9.78M 264,331 +49,662 +23%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$8.65M 233,853 -2,260 -1%
SFS
16
Sowell Financial Services
Arkansas
$8.18M 221,199 +86,296 +64%
Creative Planning
17
Creative Planning
Kansas
$8.17M 220,749 +2,351 +1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.3M 170,184 +18,537 +12%
FPF
19
First Pacific Financial
Washington
$5.44M 146,934 +7,176 +5%
CCM
20
Colorado Capital Management
Colorado
$5.08M 137,460 +12,224 +10%
WWA
21
WCG Wealth Advisors
Nevada
$4.81M 130,364 +14,614 +13%
Stifel Financial
22
Stifel Financial
Missouri
$4.78M 129,134 +1,343 +1%
EB
23
Eastern Bank
Massachusetts
$4.77M 128,956 -1,255 -1%
SAM
24
Silverhawk Asset Management
Arizona
$4.46M 120,529 -292 -0.2%
BWP
25
BSW Wealth Partners
Colorado
$4.33M 116,993 +10,672 +10%
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