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Nuveen ESG Mid-Cap Growth ETF
NUMG

Overview Fund Activity

106 hedge funds and large institutions have $250M invested in Nuveen ESG Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
48
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$15.4M
2
TA
2
Tiedemann Advisors
New York
$35.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$9.45M
4
Bank of America
4
Bank of America
North Carolina
$5.73M
5
IWP
5
IAG Wealth Partners
Wisconsin
$5.68M

Top Sellers

1
PPW
1
Parcion Private Wealth
Washington
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.15M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$695K
5
WI
5
WrapManager Inc
California
$2.79M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
51
Coldstream Capital Management
Washington
$416K 11,810 +11,810 New
IFWM
52
Institute for Wealth Management
Colorado
$416K 11,806 – –
UFA
53
US Financial Advisors
Massachusetts
$403K 11,444 +11,444 New
SB
54
Simmons Bank
Arkansas
$397K 11,275 – –
AWM
55
Avior Wealth Management
Nebraska
$379K 10,757 +2,095 +24%
RJA
56
Raymond James & Associates
Florida
$378K 10,733 -449 -4%
IWM
57
IHT Wealth Management
Illinois
$362K 10,294 -167 -2%
RFA
58
RTD Financial Advisors
Pennsylvania
$362K 10,273 +2,579 +34%
CAL
59
Capital Analysts LLC
Pennsylvania
$350K 9,933 +3,101 +45%
AGA
60
Arkos Global Advisors
Texas
$348K 9,899 -787 -7%
RWP
61
Revolve Wealth Partners
New Jersey
$346K 9,842 +492 +5%
VC
62
Vicus Capital
Pennsylvania
$338K 9,590 +795 +9%
Stifel Financial
63
Stifel Financial
Missouri
$313K 8,894 +426 +5%
NCM
64
Neumann Capital Management
California
$313K 8,880 +1,900 +27%
MFA
65
McClarren Financial Advisors
Pennsylvania
$308K 8,767 +104 +1%
BBA
66
BLB&B Advisors
Pennsylvania
$307K 8,715 -34 -0.4%
IA
67
IFP Advisors
Florida
$305K 9,848 +213 +2%
LFG
68
Larson Financial Group
Missouri
$292K 8,287 +211 +3%
SS
69
Sound Stewardship
Kansas
$269K 7,645 +7,645 New
FFA
70
First Foundation Advisors
California
$253K 7,185 +7,185 New
TC
71
Trust Company
Kansas
$236K 6,709 +458 +7%
APP
72
Avantax Planning Partners
Iowa
$231K 6,575 +6,575 New
FWM
73
Fingerlakes Wealth Management
New York
$230K 6,525 +63 +1%
UB
74
UMB Bank
Missouri
$221K 6,271 +394 +7%
AA
75
Aire Advisors
California
$215K 6,098 +6 +0.1%
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