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Nuveen ESG Small-Cap ETF

232 hedge funds and large institutions have $834M invested in Nuveen ESG Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

0.12% less ownership

Funds ownership: 74.41%74.29% (-0.12%)

1% less funds holding

Funds holding: 234232 (-2)

5% less capital invested

Capital invested by funds: $880M → $834M (-$46.1M)

Holders
232
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
83
Reduced
82
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$266M +$5.61M +141,462 +2%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$62M -$960K -24,212 -2%
Morgan Stanley
3
Morgan Stanley
New York
$49.3M -$4.4M -110,875 -8%
AWP
4
Abacus Wealth Partners
California
$47.1M +$563K +14,203 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$36.9M +$1.02M +25,664 +3%
MWM
6
Mission Wealth Management
California
$29.8M -$777K -19,586 -3%
LPL Financial
7
LPL Financial
California
$23.1M +$691K +17,418 +3%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$19.7M +$1.84M +46,319 +10%
UBS Group
9
UBS Group
Switzerland
$18.5M -$1.02M -25,776 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$17.9M +$1.83M +46,034 +11%
Ameriprise
11
Ameriprise
Minnesota
$15.5M +$1.47M +37,093 +10%
Wells Fargo
12
Wells Fargo
California
$11.1M +$311K +7,848 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$9.84M -$702K -17,696 -7%
Creative Planning
14
Creative Planning
Kansas
$9.21M +$208K +5,251 +2%
AAS
15
Ameritas Advisory Services
Nebraska
$7.66M -$4.19M -105,713 -35%
Corient Private Wealth
16
Corient Private Wealth
Florida
$7.61M +$1.01M +25,485 +15%
FPF
17
First Pacific Financial
Washington
$6.85M +$355K +8,959 +5%
WWA
18
WCG Wealth Advisors
Nevada
$6.29M +$1.33M +33,654 +27%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.64M -$86.6K -2,185 -2%
CCM
20
Colorado Capital Management
Colorado
$5.61M +$63.5K +1,601 +1%
Stifel Financial
21
Stifel Financial
Missouri
$5.42M +$197K +4,958 +4%
AF
22
Allworth Financial
California
$5.35M +$198K +4,993 +4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.54M -$142K -3,591 -3%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$4.41M +$11.7K +294 +0.3%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$4.41M +$221K +5,568 +5%

NUSC Hedge Fund Activity: Q2 2024 in Review

232 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Small-Cap ETF (NUSC) for Q2 2024, worth a combined $834M — down 5.2% from $880M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NUSC positions and 17 closed out — a net gain of 2 holders — while 83 added to existing stakes and 82 trimmed.

The largest buyer was Bank of America, adding an estimated $5.61M. The largest seller was Eastern Bank, cutting an estimated $5.09M.

  • 232 institutional investors held Nuveen ESG Small-Cap ETF (NUSC) as of Q2 2024, down from 234 in Q1 2024.
  • Funds reported $834M of Nuveen ESG Small-Cap ETF stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 19 funds opened new Nuveen ESG Small-Cap ETF positions in Q2 2024 and 17 closed out, a net change of +2 holders.
  • The largest Nuveen ESG Small-Cap ETF buyer in Q2 2024 was Bank of America, an estimated $5.61M added.
  • The largest Nuveen ESG Small-Cap ETF seller in Q2 2024 was Eastern Bank, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2024.