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Nuveen ESG Mid-Cap Growth ETF

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.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 24

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $222M → $250M (+$28.2M)

2% more funds holding

Funds holding: 104106 (+2)

18.82% less ownership

Funds ownership: 92.66%73.84% (-19%)

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.7%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Coldstream Capital Management
Washington
$416K +$411K +11,810 New
IFWM
52
Institute for Wealth Management
Colorado
$416K
UFA
53
US Financial Advisors
Massachusetts
$403K +$398K +11,444 New
SB
54
Simmons Bank
Arkansas
$397K
AWM
55
Avior Wealth Management
Nebraska
$379K +$72.9K +2,095 +24%
RJA
56
Raymond James & Associates
Florida
$378K -$15.6K -449 -4%
IWM
57
IHT Wealth Management
Illinois
$362K -$5.81K -167 -2%
RFA
58
RTD Financial Advisors
Pennsylvania
$362K +$89.7K +2,579 +34%
CAL
59
Capital Analysts LLC
Pennsylvania
$350K +$108K +3,101 +45%
AGA
60
Arkos Global Advisors
Texas
$348K -$27.4K -787 -7%
RWP
61
Revolve Wealth Partners
New Jersey
$346K +$17.1K +492 +5%
VC
62
Vicus Capital
Pennsylvania
$338K +$27.7K +795 +9%
Stifel Financial
63
Stifel Financial
Missouri
$313K +$14.8K +426 +5%
NCM
64
Neumann Capital Management
California
$313K +$66.1K +1,900 +27%
MFA
65
McClarren Financial Advisors
Pennsylvania
$308K +$3.62K +104 +1%
BBA
66
BLB&B Advisors
Pennsylvania
$307K -$1.18K -34 -0.4%
IA
67
IFP Advisors
Florida
$305K +$7.41K +213 +2%
LFG
68
Larson Financial Group
Missouri
$292K +$7.34K +211 +3%
SS
69
Sound Stewardship
Kansas
$269K +$266K +7,645 New
FFA
70
First Foundation Advisors
California
$253K +$250K +7,185 New
TC
71
Trust Company
Kansas
$236K +$15.9K +458 +7%
APP
72
Avantax Planning Partners
Iowa
$231K +$229K +6,575 New
FWM
73
Fingerlakes Wealth Management
New York
$230K +$2.19K +63 +1%
UB
74
UMB Bank
Missouri
$221K +$13.7K +394 +7%
AA
75
Aire Advisors
California
$215K +$209 +6 +0.1%