Stifel Financial Corp Increases Stake in Nuveen ESG Small-Cap ETF

Stifel Financial Corp has increased its investments in the Nuveen ESG Small-Cap ETF (BATS:NUSC) by 1.4% during the third quarter of the year. According to the firm’s latest filing with the Securities and Exchange Commission (SEC), Stifel now owns 139,688 shares of the ETF after acquiring an additional 1,970 shares during this period. The total value of Stifel Financial Corp's holdings in the Nuveen ESG Small-Cap ETF is approximately $5.98 million, representing 0.49% of the ETF’s total shares.

Other institutional investors and hedge funds have also made changes to their positions in the Nuveen ESG Small-Cap ETF recently. For instance, ORG Partners LLC established a new stake in the ETF during the second quarter, valued at around $39,000. Similarly, Aptus Capital Advisors LLC purchased shares worth about $54,000 in the third quarter.

Additionally, US Bancorp DE increased its stake by 20.7% in Q3, now holding 3,297 shares valued at $141,000 after buying 566 more shares. Milestone Investment Advisors LLC also boosted its investment by 48.2%, acquiring an extra 1,073 shares to reach a total of 3,300 shares worth $141,000. Schneider Downs Wealth Management Advisors LP further expanded its position in the ETF, spending about $206,000 on new shares in the same timeframe.

Nuveen ESG Small-Cap ETF Stock Performance

As of Friday, shares of the Nuveen ESG Small-Cap ETF opened at $44.51. The stock has a 50-day moving average price of $44.05 and a 200-day moving average price of $41.93. Its market capitalization stands at $1.27 billion, with a P/E ratio of 15.74 and a beta of 1.17. Over the past year, the Nuveen ESG Small-Cap ETF has seen a low of $24.96 and a high of $29.93.

About Nuveen ESG Small-Cap ETF

The Nuveen ESG Small-Cap ETF (NUSC) is an exchange-traded fund that aims to match the performance of the MSCI TIAA ESG USA Small Cap index. This fund tracks a multi-factor weighted index consisting of small-cap companies traded on US exchanges. It selects holdings based on their adherence to environmental, social, and governance (ESG) criteria. The ETF was launched on December 13, 2016, and is managed by Nuveen.

Stifel, Investment, Nuveen