We are live on ! Find out more
NUMG icon

Nuveen ESG Mid-Cap Growth ETF

105 hedge funds and large institutions have $245M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 39

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 106105 (-1)

2% less capital invested

Capital invested by funds: $250M → $245M (-$4.96M)

2.45% less ownership

Funds ownership: 73.84%71.39% (-2.5%)

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
40
Reduced
39
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
EP Wealth Advisors
California
$1.57M +$1.74M +46,150 New
DAS
27
Dynamic Advisor Solutions
Arizona
$1.54M +$55.4K +1,471 +4%
LFASL
28
Lugano Financial Advisors SA (LFA)
Switzerland
$1.17M
KOC
29
Koss-Olinger Consulting
Florida
$1.03M +$6.14K +163 +0.6%
BWM
30
Baystate Wealth Management
Massachusetts
$963K -$10.7K -283 -1%
JP Morgan Chase
31
JP Morgan Chase
New York
$927K
RMC
32
Resources Management Corp
Connecticut
$893K +$105K +2,793 +310%
PAG
33
Private Advisor Group
New Jersey
$881K -$41K -1,089 -5%
Osaic Holdings
34
Osaic Holdings
Arizona
$881K +$79.2K +2,102 +10%
CB
35
Commerce Bank
Missouri
$854K +$35.8K +950 +4%
NA
36
NewEdge Advisors
Louisiana
$810K +$58.6K +1,555 +8%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$799K +$84.7K +2,247 +12%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$793K +$142K +3,780 +22%
Goldman Sachs
39
Goldman Sachs
New York
$763K
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$761K +$110K +2,923 +17%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$757K +$70.4K +1,869 +10%
VC
42
Vicus Capital
Pennsylvania
$741K +$369K +9,783 +102%
RJT
43
Raymond James Trust
Florida
$681K -$2.52K -67 -0.4%
CI
44
CX Institutional
Indiana
$680K +$45K +1,195 +7%
WP
45
WealthShield Partners
North Carolina
$666K -$50K -1,327 -7%
HighTower Advisors
46
HighTower Advisors
Illinois
$638K +$18.4K +488 +3%
GG
47
GenWealth Group
New Jersey
$628K +$8.74K +232 +1%
UFA
48
US Financial Advisors
Massachusetts
$476K +$38.2K +1,014 +9%
CTC
49
Central Trust Company
Missouri
$463K -$178K -4,726 -28%
NYLIM
50
New York Life Investment Management
New York
$455K -$101K -2,691 -18%