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Nuveen ESG Mid-Cap Growth ETF

116 hedge funds and large institutions have $296M invested in Nuveen ESG Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 21

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

11.33% more ownership

Funds ownership: 81.8%93.14% (+11%)

8% more funds holding

Funds holding: 107116 (+9)

2% more capital invested

Capital invested by funds: $288M → $296M (+$7.12M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
56
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
51
Simmons Bank
Arkansas
$491K -$95.8K -2,221 -17%
PAG
52
Private Advisor Group
New Jersey
$485K +$201K +4,655 +72%
IWM
53
IHT Wealth Management
Illinois
$475K
TRCT
54
Tower Research Capital (TRC)
New York
$467K +$285K +6,619 +164%
CWM
55
Congress Wealth Management
Massachusetts
$448K +$84.4K +1,958 +24%
BBA
56
BLB&B Advisors
Pennsylvania
$441K +$61.5K +1,426 +17%
NYLIM
57
New York Life Investment Management
New York
$436K +$15.5K +359 +4%
GG
58
GenWealth Group
New Jersey
$421K +$415K +9,611 New
RJA
59
Raymond James & Associates
Florida
$404K -$24.8K -575 -6%
RFA
60
RTD Financial Advisors
Pennsylvania
$382K +$82.1K +1,903 +28%
MFA
61
McClarren Financial Advisors
Pennsylvania
$379K -$173 -4 -0%
SAS
62
Sage Advisory Services
Texas
$351K +$346K +8,013 New
MFG
63
Merit Financial Group
Georgia
$348K
CI
64
CX Institutional
Indiana
$340K +$51.2K +1,186 +18%
MML Investors Services
65
MML Investors Services
Massachusetts
$321K +$84.1K +1,950 +36%
IA
66
IFP Advisors
Florida
$300K +$215K +4,986 +108%
NFG
67
Nadler Financial Group
Illinois
$293K +$288K +6,685 New
VC
68
Vicus Capital
Pennsylvania
$288K +$7.07K +164 +3%
IGWM
69
ICA Group Wealth Management
Colorado
$288K +$327K +7,574 New
LFG
70
Larson Financial Group
Missouri
$284K +$16.3K +377 +6%
GSWM
71
Greenup Street Wealth Management
Michigan
$284K +$280K +6,490 New
NCM
72
Neumann Capital Management
California
$279K +$99.2K +2,300 +57%
SWP
73
Stratos Wealth Partners
Ohio
$267K -$65.6K -1,522 -20%
UB
74
UMB Bank
Missouri
$263K +$16.2K +375 +7%
TC
75
Trust Company
Kansas
$258K +$254K +5,892 New

NUMG Hedge Fund Activity: Q1 2022 in Review

116 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q1 2022, worth a combined $296M — up 2.5% from $288M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NUMG positions and 11 closed out — a net gain of 10 holders — while 56 added to existing stakes and 21 trimmed.

The largest buyer was Tiedemann Advisors, adding an estimated $16.2M. The largest seller was Destiny Wealth Partners, cutting an estimated $6.05M.

  • 116 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q1 2022, up from 107 in Q4 2021.
  • Funds reported $296M of Nuveen ESG Mid-Cap Growth ETF stock for Q1 2022, up 2.5% quarter-over-quarter.
  • 21 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q1 2022 and 11 closed out, a net change of +10 holders.
  • The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q1 2022 was Tiedemann Advisors, an estimated $16.2M added.
  • The largest Nuveen ESG Mid-Cap Growth ETF seller in Q1 2022 was Destiny Wealth Partners, an estimated $6.05M sold.

Based on aggregated 13F filings for Q1 2022.