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Nuveen ESG Mid-Cap Growth ETF
NUMG

Overview Fund Activity

70 hedge funds and large institutions have $180M invested in Nuveen ESG Mid-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
70
Holders Change
+13
Holders Change %
+22.81%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
19
Increased
30
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$8.13M
2
HNW
2
High Note Wealth
Minnesota
$7.12M
3
UBS Group
3
UBS Group
Switzerland
$7.31M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.28M
5
RCS
5
Retirement Capital Strategies
California
$2.44M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$1.93M
2
Bank of America
2
Bank of America
North Carolina
$1.5M
3
LFASL
3
Lugano Financial Advisors SA (LFA)
Switzerland
$2.07M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
APP
5
Avantax Planning Partners
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RP
51
Riverbridge Partners
Minnesota
$210K 4,247 +4,247 New
CWM
52
Chicago Wealth Management
Illinois
$210K 4,255 +4,255 New
BBA
53
Braun-Bostich & Associates
Pennsylvania
$209K 4,226 – –
UB
54
UMB Bank
Missouri
$209K 4,225 +4,225 New
VC
55
Vicus Capital
Pennsylvania
$209K 4,232 +4,232 New
IA
56
IFP Advisors
Florida
$162K 3,273 -43 -1%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$130K 2,381 – –
Citigroup
58
Citigroup
New York
$83K 1,675 -20 -1%
SPIA
59
Steward Partners Investment Advisory
New York
$70K 1,417 – –
WTC
60
WhitTier Trust Company
Nevada
$59K 1,185 +235 +25%
Morgan Stanley
61
Morgan Stanley
New York
$57K 1,145 +97 +9%
PCG
62
Private Capital Group
Connecticut
$56K 1,133 – –
AA
63
Addison Advisors
Vermont
$44K 881 +881 New
CAL
64
Capital Analysts LLC
Pennsylvania
$36K 723 +262 +57%
WEC
65
Winslow Evans & Crocker
Massachusetts
$34K 690 +690 New
LFG
66
Larson Financial Group
Missouri
$30K 612 +612 New
IWP
67
IAG Wealth Partners
Wisconsin
$13K 248 – –
CYG
68
Clean Yield Group
Vermont
$11K 222 +222 New
TWM
69
Tradition Wealth Management
Minnesota
$3K 69 +69 New
AF
70
Advisornet Financial
Minnesota
$2K 42 -1,388 -97%
WIM
71
Westside Investment Management
California
$7 150 +150 New
FTUS
72
Flow Traders U.S.
New York
– – -8,903 Closed
APP
73
Avantax Planning Partners
Iowa
– – -5,431 Closed
SWM
74
Sugarloaf Wealth Management
Georgia
– – -1,217 Closed
CFGS
75
Concourse Financial Group Securities
Alabama
– – – –
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