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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

239 hedge funds and large institutions have $915M invested in Nuveen ESG Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 81 increasing their positions, 85 reducing their positions, and 10 closing their positions.

Holders
239
Holders Change
+8
Holders Change %
+3.46%
% of All Funds
3.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
81
Reduced
85
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$14.1M
2
Bank of America
2
Bank of America
North Carolina
$294M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$23.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.8M
5
SWM
5
SK Wealth Management
Rhode Island
$2.12M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$7.59M
2
AAS
2
Ameritas Advisory Services
Nebraska
$6.5M
3
PI
3
PFG Investments
New York
$336K
4
Creative Planning
4
Creative Planning
Kansas
$8.67M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$294M 6,851,511 +81,643 +1%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$68.1M 1,590,103 +15,135 +1%
Morgan Stanley
3
Morgan Stanley
New York
$54M 1,260,267 +7,041 +0.6%
AWP
4
Abacus Wealth Partners
California
$50.7M 1,183,119 -15,401 -1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$40.2M 938,971 +2,244 +0.2%
MWM
6
Mission Wealth Management
California
$33.5M 781,499 +24,025 +3%
LPL Financial
7
LPL Financial
California
$26.2M 612,469 +24,314 +4%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$23.6M 556,730 +55,876 +11%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$21.8M 509,159 +53,105 +12%
UBS Group
10
UBS Group
Switzerland
$19.4M 452,384 -17,592 -4%
Corient Private Wealth
11
Corient Private Wealth
Florida
$14.1M 330,009 +136,457 +71%
Wells Fargo
12
Wells Fargo
California
$11.7M 273,698 -9,249 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$10.6M 247,737 -2,301 -0.9%
FPF
14
First Pacific Financial
Washington
$9.41M 219,644 +45,408 +26%
Creative Planning
15
Creative Planning
Kansas
$8.67M 202,466 -31,540 -13%
Ameriprise
16
Ameriprise
Minnesota
$7.59M 177,180 -216,777 -55%
WWA
17
WCG Wealth Advisors
Nevada
$7.1M 165,819 +5,986 +4%
AAS
18
Ameritas Advisory Services
Nebraska
$6.5M 151,757 -42,881 -22%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$6.18M 144,284 +803 +0.6%
CCM
20
Colorado Capital Management
Colorado
$6.14M 143,238 +591 +0.4%
Stifel Financial
21
Stifel Financial
Missouri
$5.98M 139,688 +1,970 +1%
AF
22
Allworth Financial
California
$5.64M 131,548 +2,094 +2%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$4.94M 115,218 +3,150 +3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.83M 112,661 -2,730 -2%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$4.79M 111,733 -381 -0.3%
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