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Nuveen ESG Mid-Cap Growth ETF

105 hedge funds and large institutions have $245M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 39

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 106105 (-1)

2% less capital invested

Capital invested by funds: $250M → $245M (-$4.96M)

2.45% less ownership

Funds ownership: 73.84%71.39% (-2.5%)

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
40
Reduced
39
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
51
RTD Financial Advisors
Pennsylvania
$453K +$59.9K +1,589 +15%
CCM
52
Coldstream Capital Management
Washington
$451K
IFWM
53
Institute for Wealth Management
Colorado
$443K -$7.91K -210 -2%
AWM
54
Avior Wealth Management
Nebraska
$425K +$13.9K +370 +3%
RWP
55
Revolve Wealth Partners
New Jersey
$388K +$12K +318 +3%
IWM
56
IHT Wealth Management
Illinois
$386K -$7.69K -204 -2%
TRCT
57
Tower Research Capital (TRC)
New York
$382K -$275K -7,308 -42%
RJA
58
Raymond James & Associates
Florida
$368K -$42.2K -1,120 -10%
AGA
59
Arkos Global Advisors
Texas
$365K -$12.9K -342 -3%
FTUS
60
Flow Traders U.S.
New York
$340K +$336K +8,905 New
NCM
61
Neumann Capital Management
California
$339K
SB
62
Simmons Bank
Arkansas
$339K -$90.6K -2,403 -21%
Stifel Financial
63
Stifel Financial
Missouri
$334K -$6.29K -167 -2%
CAL
64
Capital Analysts LLC
Pennsylvania
$333K -$45.9K -1,217 -12%
MFA
65
McClarren Financial Advisors
Pennsylvania
$331K -$113 -3 -0%
BBA
66
BLB&B Advisors
Pennsylvania
$325K -$7.73K -205 -2%
HGWM
67
Harvest Group Wealth Management
Massachusetts
$313K +$149K +3,945 +93%
LFG
68
Larson Financial Group
Missouri
$306K -$10.8K -287 -3%
SS
69
Sound Stewardship
Kansas
$291K -$1.09K -29 -0.4%
APP
70
Avantax Planning Partners
Iowa
$281K +$29K +770 +12%
FFA
71
First Foundation Advisors
California
$269K -$6.07K -161 -2%
FWM
72
Fingerlakes Wealth Management
New York
$258K +$8.93K +237 +4%
UB
73
UMB Bank
Missouri
$246K +$6.41K +170 +3%
TC
74
Trust Company
Kansas
$242K -$14K -372 -6%
RW
75
RVW Wealth
California
$239K +$17.4K +461 +8%