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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

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

12% more funds holding

Funds holding: 123138 (+15)

8% more capital invested

Capital invested by funds: $303M → $327M (+$24.2M)

1.08% more ownership

Funds ownership: 75.53%76.61% (+1.1%)

44% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 59

Holders
138
Holders Change
+15
Holders Change %
+12.2%
% of All Funds
1.82%
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
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$1.95M -$190K -3,984 -9%
BPA
27
Beacon Pointe Advisors
California
$1.95M -$197K -4,123 -9%
IWP
28
IAG Wealth Partners
Wisconsin
$1.58M -$165K -3,455 -9%
Lido Advisors
29
Lido Advisors
California
$1.56M -$1.78M -37,355 -53%
FNWM
30
Financial Network Wealth Management
Utah
$1.5M +$49.9K +1,046 +3%
WWA
31
WCG Wealth Advisors
Nevada
$1.45M -$27.1K -569 -2%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.26M -$23.4K -490 -2%
VF
33
Virtu Financial
New York
$1.23M -$124K -2,598 -9%
VC
34
Vicus Capital
Pennsylvania
$1.08M +$68.2K +1,430 +7%
CB
35
Commerce Bank
Missouri
$1.07M -$143K -3,005 -12%
SWM
36
SK Wealth Management
Rhode Island
$1.05M
RWP
37
Revolve Wealth Partners
New Jersey
$1.04M +$5.44K +114 +0.5%
PAG
38
Private Advisor Group
New Jersey
$971K -$93.3K -1,956 -9%
Goldman Sachs
39
Goldman Sachs
New York
$945K
RFA
40
RTD Financial Advisors
Pennsylvania
$885K +$8.39K +176 +1%
WP
41
WealthShield Partners
North Carolina
$866K +$37.7K +790 +5%
Osaic Holdings
42
Osaic Holdings
Arizona
$863K -$46.4K -973 -5%
HNW
43
High Note Wealth
Minnesota
$860K -$21.2K -445 -2%
NA
44
NewEdge Advisors
Louisiana
$772K +$16.2K +340 +2%
SWA
45
SOA Wealth Advisors
New York
$716K -$92.2K -1,933 -11%
CW
46
Cook Wealth
North Carolina
$701K -$121K -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 -$20.7K -433 -3%
SAG
49
SageView Advisory Group
California
$571K +$575K +12,050 New
CCM
50
Coldstream Capital Management
Washington
$545K -$5.25K -110 -0.9%

NUMG Hedge Fund Activity: Q4 2024 in Review

138 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q4 2024, worth a combined $327M — up 8% from $303M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NUMG positions and 6 closed out — a net gain of 18 holders — while 33 added to existing stakes and 59 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.66M. The largest seller was TIAA Trust, National Association, cutting an estimated $2.29M.

  • 138 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q4 2024, up from 123 in Q3 2024.
  • Funds reported $327M of Nuveen ESG Mid-Cap Growth ETF stock for Q4 2024, up 8% quarter-over-quarter.
  • 24 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q4 2024 and 6 closed out, a net change of +18 holders.
  • The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q4 2024 was Wells Fargo, an estimated $2.66M added.
  • The largest Nuveen ESG Mid-Cap Growth ETF seller in Q4 2024 was TIAA Trust, National Association, an estimated $2.29M sold.

Based on aggregated 13F filings for Q4 2024.