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Nuveen ESG Mid-Cap Growth ETF

126 hedge funds and large institutions have $292M invested in Nuveen ESG Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 42

4% less funds holding

Funds holding: 131126 (-5)

9% less capital invested

Capital invested by funds: $322M → $292M (-$29.4M)

9.13% less ownership

Funds ownership: 82.18%73.05% (-9.1%)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
1.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
49
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$2.09M -$81.4K -1,899 -4%
IWP
27
IAG Wealth Partners
Wisconsin
$1.8M -$269K -6,275 -13%
FNWM
28
Financial Network Wealth Management
Utah
$1.36M +$82.2K +1,918 +6%
WWA
29
WCG Wealth Advisors
Nevada
$1.32M +$17.5K +409 +1%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$1.27M +$44.3K +1,034 +4%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.26M +$827K +19,303 +213%
CB
32
Commerce Bank
Missouri
$1.18M -$3.21K -75 -0.3%
JP Morgan Chase
33
JP Morgan Chase
New York
$1.1M +$32.3K +753 +3%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.09M -$34.7K -810 -3%
Osaic Holdings
35
Osaic Holdings
Arizona
$945K -$47.8K -1,116 -5%
HNW
36
High Note Wealth
Minnesota
$942K -$4.47M -104,212 -83%
Goldman Sachs
37
Goldman Sachs
New York
$888K
VC
38
Vicus Capital
Pennsylvania
$885K -$7.93K -185 -0.9%
CA
39
Cetera Advisors
Colorado
$861K +$830K +19,356 New
CW
40
Cook Wealth
North Carolina
$824K +$238K +5,554 +39%
SWA
41
SOA Wealth Advisors
New York
$810K +$15.7K +367 +2%
RWP
42
Revolve Wealth Partners
New Jersey
$775K +$43.8K +1,021 +6%
RJT
43
Raymond James Trust
Florida
$765K
NA
44
NewEdge Advisors
Louisiana
$755K -$122K -2,841 -14%
WP
45
WealthShield Partners
North Carolina
$733K -$41.6K -970 -6%
Stifel Financial
46
Stifel Financial
Missouri
$643K +$2.7K +63 +0.4%
UFA
47
US Financial Advisors
Massachusetts
$631K +$24.6K +573 +4%
HighTower Advisors
48
HighTower Advisors
Illinois
$623K -$217K -5,052 -26%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$614K -$85.3K -1,989 -13%
AWM
50
Avior Wealth Management
Nebraska
$576K +$42.1K +982 +8%