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Nuveen ESG Mid-Cap Growth ETF

93 hedge funds and large institutions have $236M invested in Nuveen ESG Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 14

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $205M → $236M (+$31.2M)

13% more funds holding

Funds holding: 8293 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.76% less ownership

Funds ownership: 71.31%69.55% (-1.8%)

Holders
93
Holders Change
+11
Holders Change %
+13.41%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
51
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$389K +$57.1K +1,098 +18%
APA
52
American Portfolios Advisors
New York
$383K +$2.76K +53 +0.8%
HTC
53
Haverford Trust Company
Pennsylvania
$370K
CI
54
CX Institutional
Indiana
$355K +$4.68K +90 +1%
PAG
55
Private Advisor Group
New Jersey
$336K -$27.9K -537 -8%
Lido Advisors
56
Lido Advisors
California
$315K +$73.1K +1,405 +32%
AP
57
Appleton Partners
Massachusetts
$313K
PWP
58
Principle Wealth Partners
Connecticut
$312K
IC
59
Inscription Capital
Texas
$312K +$297K +5,708 New
LFG
60
Larson Financial Group
Missouri
$284K +$12.6K +242 +5%
GSEP
61
Golden State Equity Partners
California
$268K +$255K +4,900 New
IFWM
62
Institute for Wealth Management
Colorado
$267K +$41.9K +806 +20%
CAL
63
Capital Analysts LLC
Pennsylvania
$255K +$164K +3,152 +208%
EWA
64
ERTS Wealth Advisors
Michigan
$254K -$1.25K -24 -0.5%
IA
65
IFP Advisors
Florida
$246K +$2.34K +45 +1%
Truist Financial
66
Truist Financial
North Carolina
$237K -$45.1K -868 -17%
UB
67
UMB Bank
Missouri
$236K +$224K +4,314 New
BBA
68
Braun-Bostich & Associates
Pennsylvania
$231K +$416 +8 +0.2%
APP
69
Avantax Planning Partners
Iowa
$228K +$217K +4,165 New
SPIA
70
Steward Partners Investment Advisory
New York
$208K +$69.5K +1,337 +54%
DAS
71
Dynamic Advisor Solutions
Arizona
$201K +$191K +3,672 New
FHA
72
First Horizon Advisors
Tennessee
$194K +$185K +3,565 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$165K +$156K +2,997 +17,629%
TAM
74
Townsend Asset Management
North Carolina
$162K +$154K +2,955 New
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$151K +$44.2K +850 +45%