NUMG icon

Nuveen ESG Mid-Cap Growth ETF
NUMG

Overview Fund Activity

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.

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.68%
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
–

Top Buyers

1
IWP
1
IAG Wealth Partners
Wisconsin
$9.15M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18.9M
3
EWA
3
EP Wealth Advisors
California
$1.57M
4
Wells Fargo
4
Wells Fargo
California
$25.6M
5
LPL Financial
5
LPL Financial
California
$12.3M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$17.5M
2
TF
2
TIAA FSB
Florida
$56.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.59M
4
MD
4
Money Design
Japan
$0
5
Bank of America
5
Bank of America
North Carolina
$5.37M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
26
EP Wealth Advisors
California
$1.57M 46,150 +46,150 New
DAS
27
Dynamic Advisor Solutions
Arizona
$1.54M 40,252 +1,471 +4%
LFASL
28
Lugano Financial Advisors SA (LFA)
Switzerland
$1.17M 30,664 – –
KOC
29
Koss-Olinger Consulting
Florida
$1.03M 26,868 +163 +0.6%
BWM
30
Baystate Wealth Management
Massachusetts
$963K 25,186 -283 -1%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$927K 24,234 – –
RMC
32
Resources Management Corp
Connecticut
$893K 3,693 +2,793 +310%
PAG
33
Private Advisor Group
New Jersey
$881K 23,047 -1,089 -5%
Osaic Holdings
34
Osaic Holdings
Arizona
$881K 23,128 +2,102 +10%
CB
35
Commerce Bank
Missouri
$854K 22,339 +950 +4%
NA
36
NewEdge Advisors
Louisiana
$810K 21,179 +1,555 +8%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$799K 20,909 +2,247 +12%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$793K 20,751 +3,780 +22%
Goldman Sachs
39
Goldman Sachs
New York
$763K 19,953 – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$761K 19,899 +2,923 +17%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$757K 19,810 +1,869 +10%
VC
42
Vicus Capital
Pennsylvania
$741K 19,373 +9,783 +102%
RJT
43
Raymond James Trust
Florida
$681K 17,808 -67 -0.4%
CI
44
CX Institutional
Indiana
$680K 17,837 +1,195 +7%
WP
45
WealthShield Partners
North Carolina
$666K 17,422 -1,327 -7%
HighTower Advisors
46
HighTower Advisors
Illinois
$638K 16,645 +488 +3%
GG
47
GenWealth Group
New Jersey
$628K 16,424 +232 +1%
UFA
48
US Financial Advisors
Massachusetts
$476K 12,458 +1,014 +9%
CTC
49
Central Trust Company
Missouri
$463K 12,123 -4,726 -28%
NYLIM
50
New York Life Investment Management
New York
$455K 11,910 -2,691 -18%
1
2
3 4 5