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Nuveen ESG Mid-Cap Growth ETF
NUMG

116 hedge funds and large institutions have $296M invested in Nuveen ESG Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 21

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

11.33% more ownership

Funds ownership: 81.8% → 93.14% (+11%)

8% more funds holding

Funds holding: 107 → 116 (+9)

2% more capital invested

Capital invested by funds: $288M → $296M (+$7.12M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
56
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TA
Tiedemann Advisors
New York
+$16.2M
2
Wells Fargo
Wells Fargo
California
+$13.5M
3
TF
TIAA FSB
Florida
+$3.13M
4
Morgan Stanley
Morgan Stanley
New York
+$3.09M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.97M

Top Sellers

Rank Fund Capital Flow
1
DWP
Destiny Wealth Partners
Florida
-$6.05M
2
PPW
Parcion Private Wealth
Washington
-$5.6M
3
SA
Stewardship Advisors
Pennsylvania
-$3.74M
4
CTC
Central Trust Company
Missouri
-$3.52M
5
WS
Wedbush Securities
California
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
26
IAG Wealth Partners
Wisconsin
$1.92M +$1.88M +43,666 +17,607%
CAN
27
Cetera Advisor Networks
California
$1.84M +$150K +3,483 +9%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$1.82M +$845K +19,591 +89%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.69M +$207K +4,808 +14%
PI
30
PFS Investments
Georgia
$1.59M +$1.57M +36,410 New
Lido Advisors
31
Lido Advisors
California
$1.45M +$447K +10,371 +46%
WTC
32
WhitTier Trust Company
Nevada
$1.4M +$131K +3,035 +10%
LFASL
33
Lugano Financial Advisors SA (LFA)
Switzerland
$1.34M -$485K -11,250 -27%
CB
34
Commerce Bank
Missouri
$1.25M – – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.09M +$113K +2,617 +12%
KOC
36
Koss-Olinger Consulting
Florida
$1.04M +$504K +11,681 +97%
DAS
37
Dynamic Advisor Solutions
Arizona
$1.02M +$424K +9,831 +73%
BWM
38
Baystate Wealth Management
Massachusetts
$1.01M +$67.2K +1,559 +7%
Goldman Sachs
39
Goldman Sachs
New York
$874K – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$862K +$848K +19,664 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$846K +$64.2K +1,488 +8%
AIP
42
Ameritas Investment Partners
Nebraska
$835K -$39.9K -925 -5%
RJT
43
Raymond James Trust
Florida
$805K +$792K +18,364 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$801K -$111K -2,579 -12%
WP
45
WealthShield Partners
North Carolina
$741K +$729K +16,899 New
Osaic Holdings
46
Osaic Holdings
Arizona
$644K -$78.9K -1,829 -9%
EWA
47
EP Wealth Advisors
California
$620K +$135K +3,122 +28%
AGA
48
Arkos Global Advisors
Texas
$552K +$201K +4,662 +59%
IFWM
49
Institute for Wealth Management
Colorado
$546K +$118K +2,731 +28%
CCM
50
Coldstream Capital Management
Washington
$518K – – –
1
2
3 4 5

NUMG Hedge Fund Activity: Q1 2022 in Review

116 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q1 2022, worth a combined $296M — up 2.5% from $288M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NUMG positions and 11 closed out — a net gain of 10 holders — while 56 added to existing stakes and 21 trimmed.

The largest buyer was Tiedemann Advisors, adding an estimated $16.2M. The largest seller was Destiny Wealth Partners, cutting an estimated $6.05M.

  • 116 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q1 2022, up from 107 in Q4 2021.
  • Funds reported $296M of Nuveen ESG Mid-Cap Growth ETF stock for Q1 2022, up 2.5% quarter-over-quarter.
  • 21 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q1 2022 and 11 closed out, a net change of +10 holders.
  • The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q1 2022 was Tiedemann Advisors, an estimated $16.2M added.
  • The largest Nuveen ESG Mid-Cap Growth ETF seller in Q1 2022 was Destiny Wealth Partners, an estimated $6.05M sold.

Based on aggregated 13F filings for Q1 2022.