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Nuveen ESG Mid-Cap Growth ETF

117 hedge funds and large institutions have $263M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

3% more funds holding

Funds holding: 114117 (+3)

1.32% more ownership

Funds ownership: 72.92%74.25% (+1.3%)

0% less capital invested

Capital invested by funds: $263M → $263M (-$612K)

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
43
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$564K -$77 -2 -0%
Stifel Financial
52
Stifel Financial
Missouri
$545K +$234K +6,034 +68%
TRCT
53
Tower Research Capital (TRC)
New York
$486K +$250K +6,464 +95%
NS
54
NBC Securities
Alabama
$478K +$505K +13,045 New
UFA
55
US Financial Advisors
Massachusetts
$466K +$37K +955 +8%
RWP
56
Revolve Wealth Partners
New Jersey
$445K +$42.9K +1,108 +10%
CCM
57
Coldstream Capital Management
Washington
$433K
WP
58
WealthSpring Partners
California
$432K +$13.6K +350 +3%
BBA
59
BLB&B Advisors
Pennsylvania
$427K +$542 +14 +0.1%
FFA
60
First Foundation Advisors
California
$423K +$169K +4,360 +61%
AWM
61
Avior Wealth Management
Nebraska
$411K -$51.6K -1,333 -11%
CTC
62
Central Trust Company
Missouri
$374K -$14.3K -370 -3%
IWM
63
IHT Wealth Management
Illinois
$370K
VF
64
Virtu Financial
New York
$344K +$364K +9,385 New
LFG
65
Larson Financial Group
Missouri
$340K +$10.2K +263 +3%
NCM
66
Neumann Capital Management
California
$336K
SB
67
Simmons Bank
Arkansas
$336K
CW
68
Cook Wealth
North Carolina
$335K +$176K +4,532 +85%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$332K +$351K +9,066 New
CAL
70
Capital Analysts LLC
Pennsylvania
$326K -$3.91K -101 -1%
RFA
71
RTD Financial Advisors
Pennsylvania
$317K -$50.5K -1,304 -13%
MFA
72
McClarren Financial Advisors
Pennsylvania
$296K -$149K -3,853 -32%
RW
73
RVW Wealth
California
$283K +$3.45K +89 +1%
SS
74
Sound Stewardship
Kansas
$278K -$1.16K -30 -0.4%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$262K +$277K +7,138 New