NUMG icon

Nuveen ESG Mid-Cap Growth ETF
NUMG

Overview Fund Activity

131 hedge funds and large institutions have $322M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 5 closing their positions.

Holders
131
Holders Change
+14
Holders Change %
+11.97%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
41
Reduced
51
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.5M
2
AG
2
AlTi Global
New York
$11.1M
3
Ameriprise
3
Ameriprise
Minnesota
$10.6M
4
BPA
4
Beacon Pointe Advisors
California
$1.83M
5
Bank of America
5
Bank of America
North Carolina
$8.2M

Top Sellers

1
IWP
1
IAG Wealth Partners
Wisconsin
$1.98M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$47.2M
3
WI
3
WrapManager Inc
California
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$384K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.42M
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$1.83M 43,286 +26,106 +152%
MD
27
Money Design
Japan
$1.82M 42,984 +11,525 +37%
Lido Advisors
28
Lido Advisors
California
$1.74M 41,181 +4,173 +11%
FNWM
29
Financial Network Wealth Management
Utah
$1.27M 29,933 -976 -3%
WWA
30
WCG Wealth Advisors
Nevada
$1.24M 29,253 -989 -3%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$1.17M 27,599 +2,208 +9%
CB
32
Commerce Bank
Missouri
$1.13M 26,664 -910 -3%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.07M 25,259 +4,709 +23%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$1.02M 24,020 +2 +0%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$979K 23,132 +81 +0.4%
Osaic Holdings
36
Osaic Holdings
Arizona
$963K 22,351 -13,226 -37%
VC
37
Vicus Capital
Pennsylvania
$850K 20,081 -688 -3%
Goldman Sachs
38
Goldman Sachs
New York
$845K 19,953 -6,055 -23%
NA
39
NewEdge Advisors
Louisiana
$840K 19,812 +1,072 +6%
HighTower Advisors
40
HighTower Advisors
Illinois
$810K 19,071 -2,966 -13%
Citadel Advisors
41
Citadel Advisors
Florida
$767K 18,128 -6,766 -27%
SWA
42
SOA Wealth Advisors
New York
$756K 17,854 +239 +1%
WP
43
WealthShield Partners
North Carolina
$739K 17,447 -4,117 -19%
RJT
44
Raymond James Trust
Florida
$728K 17,194 – –
GG
45
GenWealth Group
New Jersey
$727K 17,182 +17,182 New
RWP
46
Revolve Wealth Partners
New Jersey
$694K 16,407 +4,270 +35%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$669K 15,802 -3,327 -17%
Stifel Financial
48
Stifel Financial
Missouri
$609K 14,384 -480 -3%
CW
49
Cook Wealth
North Carolina
$593K 14,111 +4,261 +43%
UFA
50
US Financial Advisors
Massachusetts
$577K 13,620 +922 +7%
1
2
3 4 5