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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

231 hedge funds and large institutions have $833M invested in Nuveen ESG Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 82 reducing their positions, and 17 closing their positions.

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.36%
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
82
Reduced
82
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$266M
2
SAG
2
SageView Advisory Group
California
$2.8M
3
I
3
IMPACTfolio
Colorado
$4.28M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$19.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.9M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$433K
2
EB
2
Eastern Bank
Massachusetts
$229K
3
Morgan Stanley
3
Morgan Stanley
New York
$49.3M
4
AAS
4
Ameritas Advisory Services
Nebraska
$7.66M
5
UBS Group
5
UBS Group
Switzerland
$18.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$266M 6,769,868 +141,462 +2%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$62M 1,574,968 -24,212 -2%
Morgan Stanley
3
Morgan Stanley
New York
$49.3M 1,253,226 -110,875 -8%
AWP
4
Abacus Wealth Partners
California
$47.1M 1,198,520 +14,203 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$36.9M 936,727 +25,664 +3%
MWM
6
Mission Wealth Management
California
$29.8M 757,474 -19,586 -3%
LPL Financial
7
LPL Financial
California
$23.1M 588,155 +17,418 +3%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$19.7M 500,854 +46,319 +10%
UBS Group
9
UBS Group
Switzerland
$18.5M 469,976 -25,776 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$17.9M 456,054 +46,034 +11%
Ameriprise
11
Ameriprise
Minnesota
$15.5M 393,957 +37,093 +10%
Wells Fargo
12
Wells Fargo
California
$11.1M 282,947 +7,848 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$9.84M 250,038 -17,696 -7%
Creative Planning
14
Creative Planning
Kansas
$9.21M 234,006 +5,251 +2%
AAS
15
Ameritas Advisory Services
Nebraska
$7.66M 194,638 -105,713 -35%
Corient Private Wealth
16
Corient Private Wealth
Florida
$7.61M 193,552 +25,485 +15%
FPF
17
First Pacific Financial
Washington
$6.85M 174,236 +8,959 +5%
WWA
18
WCG Wealth Advisors
Nevada
$6.29M 159,833 +33,654 +27%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.65M 143,481 -2,185 -2%
CCM
20
Colorado Capital Management
Colorado
$5.61M 142,647 +1,601 +1%
Stifel Financial
21
Stifel Financial
Missouri
$5.42M 137,718 +4,958 +4%
AF
22
Allworth Financial
California
$5.35M 129,454 +4,993 +4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.54M 115,391 -3,591 -3%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$4.41M 112,114 +294 +0.3%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$4.41M 112,068 +5,568 +5%
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