We are live on ! Find out more
NUMG icon

Nuveen ESG Mid-Cap Growth ETF

121 hedge funds and large institutions have $274M invested in Nuveen ESG Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

0.71% less ownership

Funds ownership: 73.05%72.33% (-0.71%)

4% less funds holding

Funds holding: 126121 (-5)

6% less capital invested

Capital invested by funds: $292M → $274M (-$18.4M)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
48
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$1.84M +$819K +19,308 +78%
IWP
27
IAG Wealth Partners
Wisconsin
$1.58M -$121K -2,858 -7%
Citadel Advisors
28
Citadel Advisors
Florida
$1.54M +$1.57M +36,942 New
FNWM
29
Financial Network Wealth Management
Utah
$1.34M +$8.27K +195 +0.6%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$1.31M +$116K +2,743 +10%
WWA
31
WCG Wealth Advisors
Nevada
$1.29M +$49.5K +1,168 +4%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.12M +$96.5K +2,275 +9%
VF
33
Virtu Financial
New York
$1.11M +$679K +16,021 +151%
CB
34
Commerce Bank
Missouri
$1.11M
OMC
35
Old Mission Capital
Illinois
$968K +$982K +23,164 New
VC
36
Vicus Capital
Pennsylvania
$890K +$59.1K +1,394 +7%
RWP
37
Revolve Wealth Partners
New Jersey
$854K +$127K +2,994 +17%
Osaic Holdings
38
Osaic Holdings
Arizona
$846K -$42.4K -1,000 -5%
Goldman Sachs
39
Goldman Sachs
New York
$834K
CW
40
Cook Wealth
North Carolina
$823K +$8.14K +192 +1%
HNW
41
High Note Wealth
Minnesota
$823K -$63.4K -1,496 -7%
SWA
42
SOA Wealth Advisors
New York
$713K -$49.8K -1,174 -6%
WP
43
WealthShield Partners
North Carolina
$700K +$11.6K +273 +2%
TRCT
44
Tower Research Capital (TRC)
New York
$698K +$226K +5,333 +47%
NA
45
NewEdge Advisors
Louisiana
$619K -$91.6K -2,160 -13%
UFA
46
US Financial Advisors
Massachusetts
$600K +$6.7K +158 +1%
RJT
47
Raymond James Trust
Florida
$585K -$136K -3,200 -19%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$554K -$24.3K -574 -4%
RFA
49
RTD Financial Advisors
Pennsylvania
$551K +$178K +4,191 +47%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$497K -$699K -16,488 -58%