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Nuveen ESG Mid-Cap Growth ETF

117 hedge funds and large institutions have $263M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

3% more funds holding

Funds holding: 114117 (+3)

1.32% more ownership

Funds ownership: 72.92%74.25% (+1.3%)

0% less capital invested

Capital invested by funds: $263M → $263M (-$612K)

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
43
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
26
Lugano Financial Advisors SA (LFA)
Switzerland
$1.38M +$275K +7,100 +23%
Lido Advisors
27
Lido Advisors
California
$1.36M -$1.42M -36,672 -50%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.32M +$428K +11,045 +45%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.23M +$932K +24,043 +255%
WWA
30
WCG Wealth Advisors
Nevada
$1.17M -$39.8K -1,028 -3%
MD
31
Money Design
Japan
$1.15M -$77.8K -2,008 -6%
FNWM
32
Financial Network Wealth Management
Utah
$1.13M +$121K +3,126 +11%
CB
33
Commerce Bank
Missouri
$1.01M +$224K +5,780 +27%
Goldman Sachs
34
Goldman Sachs
New York
$953K +$235K +6,055 +30%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$931K +$38K +982 +4%
Citadel Advisors
36
Citadel Advisors
Florida
$913K -$74K -1,909 -7%
JP Morgan Chase
37
JP Morgan Chase
New York
$881K
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$845K +$113K +2,918 +14%
HighTower Advisors
39
HighTower Advisors
Illinois
$809K +$111K +2,877 +15%
WP
40
WealthShield Partners
North Carolina
$791K +$128K +3,296 +18%
VC
41
Vicus Capital
Pennsylvania
$761K -$12.9K -333 -2%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$753K +$16K +413 +2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$701K -$43.9K -1,132 -6%
NA
44
NewEdge Advisors
Louisiana
$687K +$187K +4,827 +35%
NYLIM
45
New York Life Investment Management
New York
$655K +$169K +4,360 +32%
SWA
46
SOA Wealth Advisors
New York
$646K +$23.3K +601 +4%
FTUS
47
Flow Traders U.S.
New York
$638K +$674K +17,390 New
RJT
48
Raymond James Trust
Florida
$630K
BPA
49
Beacon Pointe Advisors
California
$630K +$666K +17,180 New
BWM
50
Baystate Wealth Management
Massachusetts
$584K +$8.18K +211 +1%