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Nuveen ESG Mid-Cap Growth ETF

48 hedge funds and large institutions have $43.9M invested in Nuveen ESG Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 3

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

26% more funds holding

Funds holding: 3848 (+10)

21% more capital invested

Capital invested by funds: $36.3M → $43.9M (+$7.59M)

12.05% more ownership

Funds ownership: 63.26%75.31% (+12%)

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
21
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LBA
26
Lowell Blake & Associates
Massachusetts
$233K +$224K +6,617 New
APP
27
Avantax Planning Partners
Iowa
$214K +$206K +6,078 New
HighTower Advisors
28
HighTower Advisors
Illinois
$209K +$200K +5,914 New
MFG
29
Merit Financial Group
Georgia
$202K +$194K +5,729 New
ACM
30
Anfield Capital Management
California
$157K +$144K +4,263 New
BBA
31
Braun-Bostich & Associates
Pennsylvania
$152K +$144K +4,263 New
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$130K
IA
33
IFP Advisors
Florida
$114K +$107K +3,170 New
APA
34
American Portfolios Advisors
New York
$92.4K +$4K +118 +5%
SFSG
35
Stearns Financial Services Group
North Carolina
$90K
FANJ
36
Financial Architects (New Jersey)
New Jersey
$67K +$16.7K +494 +35%
EI
37
Ellevest Inc
New York
$56K +$54.2K +1,600 New
SPIA
38
Steward Partners Investment Advisory
New York
$49K +$48K +1,417 New
CTC
39
Central Trust Company
Missouri
$42K +$40.2K +1,185 New
AF
40
Advisornet Financial
Minnesota
$39K -$11.3K -334 -23%
Citigroup
41
Citigroup
New York
$39K +$4.81K +142 +15%
CI
42
CX Institutional
Indiana
$34K
GRP
43
Global Retirement Partners
California
$33K
Morgan Stanley
44
Morgan Stanley
New York
$28K
SF
45
Synovus Financial
Georgia
$20K +$10K +295 +109%
WTC
46
WhitTier Trust Company
Nevada
$18K +$17.6K +520 New
PA
47
Parallel Advisors
California
$16K +$10.3K +304 +207%
AG
48
Advisor Group
Arizona
$6K
N
49
Nuveen
North Carolina
-$9.82M -300,000 Closed
TRCT
50
Tower Research Capital (TRC)
New York
-$194K -5,926 Closed