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Nuveen ESG Mid-Cap Growth ETF

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.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

22% more capital invested

Capital invested by funds: $263M → $322M (+$59M)

12% more funds holding

Funds holding: 117131 (+14)

7.93% more ownership

Funds ownership: 74.25%82.18% (+7.9%)

20% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 51

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
131
Holders Change
+14
Holders Change %
+11.97%
% of All Funds
1.91%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$1.83M +$992K +26,106 +152%
MD
27
Money Design
Japan
$1.82M +$438K +11,525 +37%
Lido Advisors
28
Lido Advisors
California
$1.74M +$159K +4,173 +11%
FNWM
29
Financial Network Wealth Management
Utah
$1.27M -$37.1K -976 -3%
WWA
30
WCG Wealth Advisors
Nevada
$1.24M -$37.6K -989 -3%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$1.17M +$83.9K +2,208 +9%
CB
32
Commerce Bank
Missouri
$1.13M -$34.6K -910 -3%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$179K +4,709 +23%
JP Morgan Chase
34
JP Morgan Chase
New York
$1.02M +$76 +2 +0%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$979K +$3.08K +81 +0.4%
Osaic Holdings
36
Osaic Holdings
Arizona
$963K -$503K -13,226 -37%
VC
37
Vicus Capital
Pennsylvania
$850K -$26.1K -688 -3%
Goldman Sachs
38
Goldman Sachs
New York
$845K -$230K -6,055 -23%
NA
39
NewEdge Advisors
Louisiana
$840K +$40.7K +1,072 +6%
HighTower Advisors
40
HighTower Advisors
Illinois
$810K -$113K -2,966 -13%
Citadel Advisors
41
Citadel Advisors
Florida
$767K -$257K -6,766 -27%
SWA
42
SOA Wealth Advisors
New York
$756K +$9.08K +239 +1%
WP
43
WealthShield Partners
North Carolina
$739K -$156K -4,117 -19%
RJT
44
Raymond James Trust
Florida
$728K
GG
45
GenWealth Group
New Jersey
$727K +$653K +17,182 New
RWP
46
Revolve Wealth Partners
New Jersey
$694K +$162K +4,270 +35%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$669K -$126K -3,327 -17%
Stifel Financial
48
Stifel Financial
Missouri
$609K -$18.2K -480 -3%
CW
49
Cook Wealth
North Carolina
$593K +$162K +4,261 +43%
UFA
50
US Financial Advisors
Massachusetts
$577K +$35K +922 +7%