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Nuveen ESG Mid-Cap Growth ETF

114 hedge funds and large institutions have $263M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

9% more funds holding

Funds holding: 105114 (+9)

7% more capital invested

Capital invested by funds: $245M → $263M (+$18.4M)

1.53% more ownership

Funds ownership: 71.39%72.92% (+1.5%)

Holders
114
Holders Change
+9
Holders Change %
+8.57%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
43
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Avior Wealth Management
Nebraska
$490K +$52.6K +1,417 +13%
RCS
52
Retirement Capital Strategies
California
$488K +$465K +12,516 New
MFA
53
McClarren Financial Advisors
Pennsylvania
$466K +$118K +3,186 +36%
CCM
54
Coldstream Capital Management
Washington
$461K
UFA
55
US Financial Advisors
Massachusetts
$458K -$26.5K -715 -6%
BBA
56
BLB&B Advisors
Pennsylvania
$454K +$116K +3,125 +37%
WP
57
WealthSpring Partners
California
$447K +$425K +11,442 New
RWP
58
Revolve Wealth Partners
New Jersey
$430K +$32.3K +869 +9%
IFWM
59
Institute for Wealth Management
Colorado
$420K -$31.2K -840 -7%
CTC
60
Central Trust Company
Missouri
$413K -$57.1K -1,538 -13%
IWM
61
IHT Wealth Management
Illinois
$394K
RFA
62
RTD Financial Advisors
Pennsylvania
$388K -$71.4K -1,923 -16%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$368K +$350K +9,441 New
NCM
64
Neumann Capital Management
California
$358K +$10.4K +280 +3%
SB
65
Simmons Bank
Arkansas
$357K +$10.5K +283 +3%
LFG
66
Larson Financial Group
Missouri
$352K +$37.6K +1,012 +13%
AGA
67
Arkos Global Advisors
Texas
$351K -$20.5K -552 -6%
CAL
68
Capital Analysts LLC
Pennsylvania
$351K +$9.95K +268 +3%
Stifel Financial
69
Stifel Financial
Missouri
$345K +$3.82K +103 +1%
RW
70
RVW Wealth
California
$298K +$50.8K +1,368 +22%
SS
71
Sound Stewardship
Kansas
$297K
APP
72
Avantax Planning Partners
Iowa
$287K -$148 -4 -0.1%
FFA
73
First Foundation Advisors
California
$280K +$5.75K +155 +2%
TRCT
74
Tower Research Capital (TRC)
New York
$266K -$118K -3,188 -32%
FWM
75
Fingerlakes Wealth Management
New York
$264K +$74 +2 +0%