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Nuveen ESG Mid-Cap Growth ETF
NUMG

Overview Fund Activity

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.

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.68%
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
–

Top Buyers

1
IWP
1
IAG Wealth Partners
Wisconsin
$9.15M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18.9M
3
EWA
3
EP Wealth Advisors
California
$1.57M
4
Wells Fargo
4
Wells Fargo
California
$25.6M
5
LPL Financial
5
LPL Financial
California
$12.3M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$17.5M
2
TF
2
TIAA FSB
Florida
$56.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.59M
4
MD
4
Money Design
Japan
$0
5
Bank of America
5
Bank of America
North Carolina
$5.37M
Name Market Value Shares Shares
Change 		Shares
Change %
RFA
51
RTD Financial Advisors
Pennsylvania
$453K 11,862 +1,589 +15%
CCM
52
Coldstream Capital Management
Washington
$451K 11,810 – –
IFWM
53
Institute for Wealth Management
Colorado
$443K 11,596 -210 -2%
AWM
54
Avior Wealth Management
Nebraska
$425K 11,127 +370 +3%
RWP
55
Revolve Wealth Partners
New Jersey
$388K 10,160 +318 +3%
IWM
56
IHT Wealth Management
Illinois
$386K 10,090 -204 -2%
TRCT
57
Tower Research Capital (TRC)
New York
$382K 9,992 -7,308 -42%
RJA
58
Raymond James & Associates
Florida
$368K 9,613 -1,120 -10%
AGA
59
Arkos Global Advisors
Texas
$365K 9,557 -342 -3%
FTUS
60
Flow Traders U.S.
New York
$340K 8,905 +8,905 New
NCM
61
Neumann Capital Management
California
$339K 8,880 – –
SB
62
Simmons Bank
Arkansas
$339K 8,872 -2,403 -21%
Stifel Financial
63
Stifel Financial
Missouri
$334K 8,727 -167 -2%
CAL
64
Capital Analysts LLC
Pennsylvania
$333K 8,716 -1,217 -12%
MFA
65
McClarren Financial Advisors
Pennsylvania
$331K 8,764 -3 -0%
BBA
66
BLB&B Advisors
Pennsylvania
$325K 8,510 -205 -2%
HGWM
67
Harvest Group Wealth Management
Massachusetts
$313K 8,176 +3,945 +93%
LFG
68
Larson Financial Group
Missouri
$306K 8,000 -287 -3%
SS
69
Sound Stewardship
Kansas
$291K 7,616 -29 -0.4%
APP
70
Avantax Planning Partners
Iowa
$281K 7,345 +770 +12%
FFA
71
First Foundation Advisors
California
$269K 7,024 -161 -2%
FWM
72
Fingerlakes Wealth Management
New York
$258K 6,762 +237 +4%
UB
73
UMB Bank
Missouri
$246K 6,441 +170 +3%
TC
74
Trust Company
Kansas
$242K 6,337 -372 -6%
RW
75
RVW Wealth
California
$239K 6,256 +461 +8%
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