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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

242 hedge funds and large institutions have $877M invested in Nuveen ESG Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 94 increasing their positions, 88 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-11
Holders Change %
-4.35%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
15
Increased
94
Reduced
88
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
Coldstream Capital Management
Washington
$4.37M
2
Raymond James Financial
Raymond James Financial
Florida
$7.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$7.79M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$27.7M
5
MWM
Modern Wealth Management
Kansas
$1.92M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$255M
2
Morgan Stanley
Morgan Stanley
New York
$48.6M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$59.8M
4
Wells Fargo
Wells Fargo
California
$9.73M
5
FCG
Financial Connections Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$255M -$8M -196,338 -3%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$59.8M -$2.86M -70,204 -5%
AWP
3
Abacus Wealth Partners
California
$52.6M +$919K +22,548 +2%
Morgan Stanley
4
Morgan Stanley
New York
$48.6M -$3.22M -78,949 -6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$41.3M +$896K +21,996 +2%
MWM
6
Mission Wealth Management
California
$32.6M +$290K +7,116 +0.9%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$27.7M +$2.72M +66,754 +11%
LPL Financial
8
LPL Financial
California
$26.4M +$471K +11,559 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$21.6M +$1.09M +26,844 +5%
UBS Group
10
UBS Group
Switzerland
$17.3M +$944K +23,182 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$14.5M -$358K -8,799 -2%
NBWM
12
North Berkeley Wealth Management
California
$11.8M +$1.09M +26,727 +10%
FPF
13
First Pacific Financial
Washington
$10.1M +$237K +5,825 +2%
Wells Fargo
14
Wells Fargo
California
$9.73M -$2.86M -70,139 -23%
Creative Planning
15
Creative Planning
Kansas
$9.36M +$488K +11,972 +5%
Corient Private Wealth
16
Corient Private Wealth
Florida
$9.34M +$273K +6,703 +3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$7.79M +$2.98M +73,137 +62%
WWA
18
WCG Wealth Advisors
Nevada
$7.52M +$594K +14,571 +9%
Raymond James Financial
19
Raymond James Financial
Florida
$7.2M +$3.73M +91,599 +108%
Ameriprise
20
Ameriprise
Minnesota
$6.6M -$148K -3,624 -2%
Stifel Financial
21
Stifel Financial
Missouri
$5.67M +$50.2K +1,231 +0.9%
CCM
22
Colorado Capital Management
Colorado
$5.64M -$8.8K -216 -0.2%
AIC
23
Allodium Investment Consultants
Minnesota
$5.49M -$321K -7,877 -6%
DC
24
DeDora Capital
California
$5.36M -$6.27K -154 -0.1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.31M -$1.64M -40,310 -24%
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