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Nuveen ESG Mid-Cap Growth ETF
NUMG

Overview Fund Activity

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.

Holders
114
Holders Change
+9
Holders Change %
+8.57%
% of All Funds
1.8%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31M
2
IWP
2
IAG Wealth Partners
Wisconsin
$11.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.98M
4
MD
4
Money Design
Japan
$1.31M
5
LPL Financial
5
LPL Financial
California
$13.9M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$11.5M
2
Wells Fargo
2
Wells Fargo
California
$20.5M
3
TF
3
TIAA FSB
Florida
$53.5M
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
EWA
5
EP Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
Avior Wealth Management
Nebraska
$490K 12,544 +1,417 +13%
RCS
52
Retirement Capital Strategies
California
$488K 12,516 +12,516 New
MFA
53
McClarren Financial Advisors
Pennsylvania
$466K 11,950 +3,186 +36%
CCM
54
Coldstream Capital Management
Washington
$461K 11,810 – –
UFA
55
US Financial Advisors
Massachusetts
$458K 11,743 -715 -6%
BBA
56
BLB&B Advisors
Pennsylvania
$454K 11,635 +3,125 +37%
WP
57
WealthSpring Partners
California
$447K 11,442 +11,442 New
RWP
58
Revolve Wealth Partners
New Jersey
$430K 11,029 +869 +9%
IFWM
59
Institute for Wealth Management
Colorado
$420K 10,756 -840 -7%
CTC
60
Central Trust Company
Missouri
$413K 10,585 -1,538 -13%
IWM
61
IHT Wealth Management
Illinois
$394K 10,090 – –
RFA
62
RTD Financial Advisors
Pennsylvania
$388K 9,939 -1,923 -16%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$368K 9,441 +9,441 New
NCM
64
Neumann Capital Management
California
$358K 9,160 +280 +3%
SB
65
Simmons Bank
Arkansas
$357K 9,155 +283 +3%
LFG
66
Larson Financial Group
Missouri
$352K 9,012 +1,012 +13%
AGA
67
Arkos Global Advisors
Texas
$351K 9,005 -552 -6%
CAL
68
Capital Analysts LLC
Pennsylvania
$351K 8,984 +268 +3%
Stifel Financial
69
Stifel Financial
Missouri
$345K 8,830 +103 +1%
RW
70
RVW Wealth
California
$298K 7,624 +1,368 +22%
SS
71
Sound Stewardship
Kansas
$297K 7,616 – –
APP
72
Avantax Planning Partners
Iowa
$287K 7,341 -4 -0.1%
FFA
73
First Foundation Advisors
California
$280K 7,179 +155 +2%
TRCT
74
Tower Research Capital (TRC)
New York
$266K 6,804 -3,188 -32%
FWM
75
Fingerlakes Wealth Management
New York
$264K 6,764 +2 +0%
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3
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