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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

227 hedge funds and large institutions have $831M invested in Nuveen ESG Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
39
Increased
80
Reduced
72
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$104M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$15.6M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$4.34M
4
RWP
4
RWA Wealth Partners
Massachusetts
$2.28M
5
LPL Financial
5
LPL Financial
California
$23.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$205M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$61.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.48M
4
AAS
4
Ameritas Advisory Services
Nebraska
$12.6M
5
I
5
IMPACTfolio
Colorado
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$205M 5,236,340 -465,655 -8%
Morgan Stanley
2
Morgan Stanley
New York
$104M 2,649,082 +1,344,879 +103%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$61.6M 1,575,408 -311,988 -17%
AWP
4
Abacus Wealth Partners
California
$46M 1,175,616 +43,749 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$43M 1,100,721 +25,577 +2%
MWM
6
Mission Wealth Management
California
$31.3M 799,955 -18,530 -2%
LPL Financial
7
LPL Financial
California
$23.1M 589,744 +55,083 +10%
UBS Group
8
UBS Group
Switzerland
$17.7M 452,169 -37,383 -8%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$15.6M 398,322 +74,563 +23%
Ameriprise
10
Ameriprise
Minnesota
$14.4M 368,472 +40,269 +12%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$14.3M 365,323 +45,600 +14%
AAS
12
Ameritas Advisory Services
Nebraska
$12.6M 321,885 -53,946 -14%
Wells Fargo
13
Wells Fargo
California
$11.5M 294,369 -15,484 -5%
I
14
IMPACTfolio
Colorado
$11.4M 291,721 -47,275 -14%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$11.3M 289,495 -7,167 -2%
Creative Planning
16
Creative Planning
Kansas
$9.46M 241,960 -9,181 -4%
FPF
17
First Pacific Financial
Washington
$6.21M 158,876 +4,787 +3%
CCM
18
Colorado Capital Management
Colorado
$5.58M 142,573 -227 -0.2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.48M 140,114 -78,727 -36%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.37M 137,209 -11,021 -7%
Stifel Financial
21
Stifel Financial
Missouri
$5.09M 130,079 +2,578 +2%
WWA
22
WCG Wealth Advisors
Nevada
$5.06M 129,377 -2,456 -2%
EB
23
Eastern Bank
Massachusetts
$4.95M 126,585 +1,506 +1%
BWP
24
BSW Wealth Partners
Colorado
$4.57M 116,829 -278 -0.2%
AF
25
Allworth Financial
California
$4.54M 116,136 +6,087 +6%
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