NUMG icon

Nuveen ESG Mid-Cap Growth ETF
NUMG

Overview Fund Activity

114 hedge funds and large institutions have $263M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
114
Holders Change
+9
Holders Change %
+8.57%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
43
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31M
2
IWP
2
IAG Wealth Partners
Wisconsin
$11.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.98M
4
MD
4
Money Design
Japan
$1.31M
5
LPL Financial
5
LPL Financial
California
$13.9M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$11.5M
2
Wells Fargo
2
Wells Fargo
California
$20.5M
3
TF
3
TIAA FSB
Florida
$53.5M
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
EWA
5
EP Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MD
26
Money Design
Japan
$1.31M 33,467 +33,467 New
WWA
27
WCG Wealth Advisors
Nevada
$1.22M 31,270 -10,847 -26%
LFASL
28
Lugano Financial Advisors SA (LFA)
Switzerland
$1.2M 30,664 – –
FNWM
29
Financial Network Wealth Management
Utah
$1.11M 27,783 -35,667 -56%
KOC
30
Koss-Olinger Consulting
Florida
$1.09M 28,034 +1,166 +4%
Citadel Advisors
31
Citadel Advisors
Florida
$1.05M 26,803 +26,803 New
Osaic Holdings
32
Osaic Holdings
Arizona
$958K 24,532 +1,404 +6%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$953K 24,409 +3,500 +17%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$937K 24,018 -216 -0.9%
CB
35
Commerce Bank
Missouri
$851K 21,794 -545 -2%
VC
36
Vicus Capital
Pennsylvania
$824K 21,102 +1,729 +9%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$791K 20,261 +362 +2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$786K 20,137 -614 -3%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$786K 20,133 +323 +2%
Goldman Sachs
40
Goldman Sachs
New York
$779K 19,953 – –
HighTower Advisors
41
HighTower Advisors
Illinois
$750K 19,160 +2,515 +15%
CI
42
CX Institutional
Indiana
$738K 18,910 +1,073 +6%
WP
43
WealthShield Partners
North Carolina
$713K 18,268 +846 +5%
RJT
44
Raymond James Trust
Florida
$671K 17,194 -614 -3%
SWA
45
SOA Wealth Advisors
New York
$664K 17,014 +17,014 New
GG
46
GenWealth Group
New Jersey
$651K 16,676 +252 +2%
BWM
47
Baystate Wealth Management
Massachusetts
$614K 15,727 -9,459 -38%
RJA
48
Raymond James & Associates
Florida
$600K 15,382 +5,769 +60%
NA
49
NewEdge Advisors
Louisiana
$543K 13,913 -7,266 -34%
NYLIM
50
New York Life Investment Management
New York
$527K 13,512 +1,602 +13%
1
2
3 4 5