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Nuveen ESG Mid-Cap Growth ETF

57 hedge funds and large institutions have $106M invested in Nuveen ESG Mid-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

99% more capital invested

Capital invested by funds: $53.1M → $106M (+$52.7M)

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

27% more funds holding

Funds holding: 4557 (+12)

2.52% less ownership

Funds ownership: 78.98%76.46% (-2.5%)

Holders
57
Holders Change
+12
Holders Change %
+26.67%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
19
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$321K +$291K +8,248 New
CI
27
CX Institutional
Indiana
$314K +$122K +3,446 +75%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$296K +$268K +7,599 New
Citadel Advisors
29
Citadel Advisors
Florida
$292K +$265K +7,495 New
SWM
30
SVA Wealth Management
Wisconsin
$272K +$246K +6,980 New
HighTower Advisors
31
HighTower Advisors
Illinois
$261K +$235K +6,665 New
AGA
32
Arkos Global Advisors
Texas
$255K -$343K -9,715 -60%
Osaic Holdings
33
Osaic Holdings
Arizona
$235K -$407K -11,513 -66%
RJA
34
Raymond James & Associates
Florida
$231K +$210K +5,935 New
AP
35
Appleton Partners
Massachusetts
$223K +$202K +5,720 New
MFG
36
Merit Financial Group
Georgia
$223K +$202K +5,729 New
PPW
37
Parcion Private Wealth
Washington
$222K +$196K +5,553 New
APP
38
Avantax Planning Partners
Iowa
$216K +$195K +5,533 New
SWP
39
Stratos Wealth Partners
Ohio
$205K +$185K +5,252 New
WR
40
Watson Rebecca
$205K +$186K +5,266 New
BBA
41
Braun-Bostich & Associates
Pennsylvania
$165K -$1.31K -37 -0.9%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$130K
IA
43
IFP Advisors
Florida
$127K -$7.13K -202 -6%
SFSG
44
Stearns Financial Services Group
North Carolina
$82K -$21.9K -620 -23%
APA
45
American Portfolios Advisors
New York
$81.9K -$13.6K -385 -15%
FANJ
46
Financial Architects (New Jersey)
New Jersey
$74K
SPIA
47
Steward Partners Investment Advisory
New York
$55K
Citigroup
48
Citigroup
New York
$55K +$10.2K +290 +26%
AF
49
Advisornet Financial
Minnesota
$48K -$2.08K -59 -5%
SWM
50
Sugarloaf Wealth Management
Georgia
$47K