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Nuveen ESG Mid-Cap Growth ETF

123 hedge funds and large institutions have $303M invested in Nuveen ESG Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $274M → $303M (+$28.8M)

3.19% more ownership

Funds ownership: 72.33%75.53% (+3.2%)

2% more funds holding

Funds holding: 121123 (+2)

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
44
Reduced
43
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$2.01M -$40.3K -951 -2%
IWP
27
IAG Wealth Partners
Wisconsin
$1.65M -$41.2K -973 -3%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$1.56M +$147K +3,463 +11%
WWA
29
WCG Wealth Advisors
Nevada
$1.39M +$10.3K +243 +0.8%
FNWM
30
Financial Network Wealth Management
Utah
$1.37M -$63.6K -1,501 -5%
VF
31
Virtu Financial
New York
$1.28M +$81.7K +1,928 +7%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.21M +$12.5K +295 +1%
CB
33
Commerce Bank
Missouri
$1.15M -$39.8K -940 -4%
SWM
34
SK Wealth Management
Rhode Island
$1.07M +$941K +22,210 New
PAG
35
Private Advisor Group
New Jersey
$1.01M -$1.67M -39,448 -64%
RWP
36
Revolve Wealth Partners
New Jersey
$982K +$63.4K +1,497 +7%
VC
37
Vicus Capital
Pennsylvania
$959K +$4.62K +109 +0.5%
Goldman Sachs
38
Goldman Sachs
New York
$894K
Osaic Holdings
39
Osaic Holdings
Arizona
$860K -$44.8K -1,057 -5%
HNW
40
High Note Wealth
Minnesota
$833K -$46.3K -1,092 -6%
RFA
41
RTD Financial Advisors
Pennsylvania
$829K +$225K +5,320 +40%
WP
42
WealthShield Partners
North Carolina
$783K +$30.9K +728 +4%
SWA
43
SOA Wealth Advisors
New York
$764K
CW
44
Cook Wealth
North Carolina
$754K -$137K -3,232 -16%
NA
45
NewEdge Advisors
Louisiana
$715K +$48.5K +1,144 +8%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$606K +$11.8K +279 +2%
UFA
47
US Financial Advisors
Massachusetts
$590K -$50.3K -1,188 -8%
RJT
48
Raymond James Trust
Florida
$575K -$49.2K -1,160 -8%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$538K +$509K +12,000 New
CCM
50
Coldstream Capital Management
Washington
$520K