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Nuveen ESG Mid-Cap Growth ETF

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.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

9% more funds holding

Funds holding: 105114 (+9)

7% more capital invested

Capital invested by funds: $245M → $263M (+$18.4M)

1.53% more ownership

Funds ownership: 71.39%72.92% (+1.5%)

Holders
114
Holders Change
+9
Holders Change %
+8.57%
% of All Funds
1.79%
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
Name Holding Trade Value Shares
Change
Change in
Stake
MD
26
Money Design
Japan
$1.31M +$1.24M +33,467 New
WWA
27
WCG Wealth Advisors
Nevada
$1.22M -$403K -10,847 -26%
LFASL
28
Lugano Financial Advisors SA (LFA)
Switzerland
$1.2M
FNWM
29
Financial Network Wealth Management
Utah
$1.11M -$1.32M -35,667 -56%
KOC
30
Koss-Olinger Consulting
Florida
$1.09M +$43.3K +1,166 +4%
Citadel Advisors
31
Citadel Advisors
Florida
$1.05M +$995K +26,803 New
Osaic Holdings
32
Osaic Holdings
Arizona
$958K +$52.1K +1,404 +6%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$953K +$130K +3,500 +17%
JP Morgan Chase
34
JP Morgan Chase
New York
$937K -$8.02K -216 -0.9%
CB
35
Commerce Bank
Missouri
$851K -$20.2K -545 -2%
VC
36
Vicus Capital
Pennsylvania
$824K +$64.2K +1,729 +9%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$791K +$13.4K +362 +2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$786K -$22.8K -614 -3%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$786K +$12K +323 +2%
Goldman Sachs
40
Goldman Sachs
New York
$779K
HighTower Advisors
41
HighTower Advisors
Illinois
$750K +$93.4K +2,515 +15%
CI
42
CX Institutional
Indiana
$738K +$39.8K +1,073 +6%
WP
43
WealthShield Partners
North Carolina
$713K +$31.4K +846 +5%
RJT
44
Raymond James Trust
Florida
$671K -$22.8K -614 -3%
SWA
45
SOA Wealth Advisors
New York
$664K +$632K +17,014 New
GG
46
GenWealth Group
New Jersey
$651K +$9.35K +252 +2%
BWM
47
Baystate Wealth Management
Massachusetts
$614K -$351K -9,459 -38%
RJA
48
Raymond James & Associates
Florida
$600K +$214K +5,769 +60%
NA
49
NewEdge Advisors
Louisiana
$543K -$270K -7,266 -34%
NYLIM
50
New York Life Investment Management
New York
$527K +$59.5K +1,602 +13%