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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

207 hedge funds and large institutions have $708M invested in Nuveen ESG Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 60 reducing their positions, and 22 closing their positions.

Holders
207
Holders Change
-5
Holders Change %
-2.36%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
24
Increased
77
Reduced
60
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$65.7M
2
AAS
2
Ameritas Advisory Services
Nebraska
$13.1M
3
Bank of America
3
Bank of America
North Carolina
$199M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$37.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$3.65M

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$1.19M
2
Ameriprise
2
Ameriprise
Minnesota
$11.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Lido Advisors
4
Lido Advisors
California
$604K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$199M 5,701,995 +123,590 +2%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$65.7M 1,887,396 +1,887,396 New
Morgan Stanley
3
Morgan Stanley
New York
$45.4M 1,304,203 +33,979 +3%
AWP
4
Abacus Wealth Partners
California
$39.4M 1,131,867 +18,851 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$37.4M 1,075,144 +121,344 +13%
MWM
6
Mission Wealth Management
California
$28.5M 818,485 +36,342 +5%
LPL Financial
7
LPL Financial
California
$18.6M 534,661 +35,371 +7%
UBS Group
8
UBS Group
Switzerland
$17M 489,552 -23,769 -5%
AAS
9
Ameritas Advisory Services
Nebraska
$13.1M 375,831 +375,831 New
I
10
IMPACTfolio
Colorado
$11.8M 338,996 +71,780 +27%
Ameriprise
11
Ameriprise
Minnesota
$11.4M 328,203 -153,810 -32%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$11.3M 323,759 +59,428 +22%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$11.1M 319,723 -31,622 -9%
Wells Fargo
14
Wells Fargo
California
$10.8M 309,853 -26,598 -8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$10.3M 296,662 +27,619 +10%
Creative Planning
16
Creative Planning
Kansas
$8.74M 251,141 +30,392 +14%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.62M 218,841 -15,012 -6%
FPF
18
First Pacific Financial
Washington
$5.37M 154,089 +7,155 +5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.16M 148,230 -21,954 -13%
CCM
20
Colorado Capital Management
Colorado
$4.97M 142,800 +5,340 +4%
WWA
21
WCG Wealth Advisors
Nevada
$4.9M 131,833 +1,469 +1%
Stifel Financial
22
Stifel Financial
Missouri
$4.44M 127,501 -1,633 -1%
EB
23
Eastern Bank
Massachusetts
$4.36M 125,079 -3,877 -3%
BWP
24
BSW Wealth Partners
Colorado
$4.08M 117,107 +114 +0.1%
DAS
25
Dynamic Advisor Solutions
Arizona
$3.93M 112,972 +7,643 +7%
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