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Nuveen ESG Mid-Cap Growth ETF

138 hedge funds and large institutions have $327M invested in Nuveen ESG Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 59 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+15
Holders Change %
+12.2%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
33
Reduced
59
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$1.95M -$189K -3,984 -9%
BPA
27
Beacon Pointe Advisors
California
$1.95M -$195K -4,123 -9%
IWP
28
IAG Wealth Partners
Wisconsin
$1.58M -$164K -3,455 -9%
Lido Advisors
29
Lido Advisors
California
$1.56M -$1.77M -37,355 -53%
FNWM
30
Financial Network Wealth Management
Utah
$1.5M +$49.5K +1,046 +3%
WWA
31
WCG Wealth Advisors
Nevada
$1.45M -$27K -569 -2%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.26M -$23.2K -490 -2%
VF
33
Virtu Financial
New York
$1.23M -$123K -2,598 -9%
VC
34
Vicus Capital
Pennsylvania
$1.08M +$67.8K +1,430 +7%
CB
35
Commerce Bank
Missouri
$1.07M -$142K -3,005 -12%
SWM
36
SK Wealth Management
Rhode Island
$1.05M
RWP
37
Revolve Wealth Partners
New Jersey
$1.04M +$5.4K +114 +0.5%
PAG
38
Private Advisor Group
New Jersey
$971K -$92.7K -1,956 -9%
Goldman Sachs
39
Goldman Sachs
New York
$945K
RFA
40
RTD Financial Advisors
Pennsylvania
$885K +$8.34K +176 +1%
WP
41
WealthShield Partners
North Carolina
$866K +$37.4K +790 +5%
Osaic Holdings
42
Osaic Holdings
Arizona
$863K -$46.1K -973 -5%
HNW
43
High Note Wealth
Minnesota
$860K -$21.1K -445 -2%
NA
44
NewEdge Advisors
Louisiana
$772K +$16.1K +340 +2%
SWA
45
SOA Wealth Advisors
New York
$716K -$91.6K -1,933 -11%
CW
46
Cook Wealth
North Carolina
$701K -$126K -2,541 -15%
UFA
47
US Financial Advisors
Massachusetts
$636K +$12.7K +267 +2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$620K -$20.5K -433 -3%
SAG
49
SageView Advisory Group
California
$571K +$571K +12,050 New
CCM
50
Coldstream Capital Management
Washington
$545K -$5.21K -110 -0.9%