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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

234 hedge funds and large institutions have $880M invested in Nuveen ESG Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 10 closing their positions.

Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
80
Reduced
81
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$276M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$6.99M
3
GM
3
GeoWealth Management
Illinois
$3.9M
4
CA
4
Cetera Advisors
Colorado
$2.76M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$18.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.7M
2
I
2
IMPACTfolio
Colorado
$2.16M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.9M
4
SAG
4
SageView Advisory Group
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$276M 6,628,406 +1,392,066 +27%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$66.5M 1,599,180 +23,772 +2%
Morgan Stanley
3
Morgan Stanley
New York
$56.7M 1,364,101 -1,284,981 -49%
AWP
4
Abacus Wealth Partners
California
$49.3M 1,184,317 +8,701 +0.7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$37.9M 911,063 -189,658 -17%
MWM
6
Mission Wealth Management
California
$32.3M 777,060 -22,895 -3%
LPL Financial
7
LPL Financial
California
$23.7M 570,737 -19,007 -3%
UBS Group
8
UBS Group
Switzerland
$20.6M 495,752 +43,583 +10%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$18.9M 454,535 +56,213 +14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$17.1M 410,020 +44,697 +12%
Ameriprise
11
Ameriprise
Minnesota
$14.9M 356,864 -11,608 -3%
AAS
12
Ameritas Advisory Services
Nebraska
$12.5M 300,351 -21,534 -7%
Wells Fargo
13
Wells Fargo
California
$11.4M 275,099 -19,270 -7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$11.1M 267,734 -21,761 -8%
Creative Planning
15
Creative Planning
Kansas
$9.51M 228,755 -13,205 -5%
Corient Private Wealth
16
Corient Private Wealth
Florida
$6.99M 168,067 +110,270 +191%
FPF
17
First Pacific Financial
Washington
$6.87M 165,277 +6,401 +4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.06M 145,666 +5,552 +4%
CCM
19
Colorado Capital Management
Colorado
$5.87M 141,046 -1,527 -1%
EB
20
Eastern Bank
Massachusetts
$5.59M 134,296 +7,711 +6%
Stifel Financial
21
Stifel Financial
Missouri
$5.52M 132,760 +2,681 +2%
WWA
22
WCG Wealth Advisors
Nevada
$5.25M 126,179 -3,198 -2%
AF
23
Allworth Financial
California
$5.18M 124,461 +8,325 +7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.95M 118,982 -18,227 -13%
DAS
25
Dynamic Advisor Solutions
Arizona
$4.88M 117,373 +4,688 +4%
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