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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

262 hedge funds and large institutions have $925M invested in Nuveen ESG Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 10 closing their positions.

Holders
262
Holders Change
+23
Holders Change %
+9.62%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
93
Reduced
96
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NBWM
1
North Berkeley Wealth Management
California
$10.3M
2
AIC
2
Allodium Investment Consultants
Minnesota
$4.66M
3
Raymond James Financial
3
Raymond James Financial
Florida
$3.81M
4
CWD
4
Clarity Wealth Development
Oregon
$3.17M
5
RF
5
Rossby Financial
Florida
$3.06M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$8.68M
2
I
2
IMPACTfolio
Colorado
$2.07M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$64.9M
4
UBS Group
4
UBS Group
Switzerland
$17.3M
5
AAS
5
Ameritas Advisory Services
Nebraska
$4.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$290M 6,917,759 +66,248 +1%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$64.9M 1,548,455 -41,648 -3%
Morgan Stanley
3
Morgan Stanley
New York
$52.1M 1,242,781 -17,486 -1%
AWP
4
Abacus Wealth Partners
California
$51.1M 1,220,103 +36,984 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$40.7M 971,146 +32,175 +3%
MWM
6
Mission Wealth Management
California
$32.7M 781,430 -69 -0%
LPL Financial
7
LPL Financial
California
$28.6M 682,005 +69,536 +11%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$24.2M 577,050 +20,320 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$22.2M 530,796 +21,637 +4%
UBS Group
10
UBS Group
Switzerland
$17.3M 412,554 -39,830 -9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$12.3M 294,396 +46,659 +19%
Wells Fargo
12
Wells Fargo
California
$11.7M 278,285 +4,587 +2%
NBWM
13
North Berkeley Wealth Management
California
$10.3M 246,334 +246,334 New
FPF
14
First Pacific Financial
Washington
$9.99M 238,421 +18,777 +9%
Corient Private Wealth
15
Corient Private Wealth
Florida
$8.68M 207,323 -122,686 -37%
Creative Planning
16
Creative Planning
Kansas
$8.3M 198,088 -4,378 -2%
WWA
17
WCG Wealth Advisors
Nevada
$7.36M 175,754 +9,935 +6%
Ameriprise
18
Ameriprise
Minnesota
$7.21M 172,287 -4,893 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$6.34M 151,430 +7,146 +5%
CCM
20
Colorado Capital Management
Colorado
$5.92M 141,297 -1,941 -1%
Stifel Financial
21
Stifel Financial
Missouri
$5.88M 140,375 +687 +0.5%
AF
22
Allworth Financial
California
$5.76M 132,231 +683 +0.5%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$5.29M 120,859 +5,641 +5%
AAS
24
Ameritas Advisory Services
Nebraska
$4.94M 117,890 -33,867 -22%
AIC
25
Allodium Investment Consultants
Minnesota
$4.66M 111,368 +111,368 New
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