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Nuveen ESG Mid-Cap Growth ETF

131 hedge funds and large institutions have $322M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

22% more capital invested

Capital invested by funds: $263M → $322M (+$59M)

12% more funds holding

Funds holding: 117131 (+14)

7.93% more ownership

Funds ownership: 74.25%82.18% (+7.9%)

20% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 51

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
131
Holders Change
+14
Holders Change %
+11.97%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
41
Reduced
51
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NS
51
NBC Securities
Alabama
$552K +$152 +4 +0%
AWM
52
Avior Wealth Management
Nebraska
$507K +$28.8K +759 +7%
CCM
53
Coldstream Capital Management
Washington
$500K
BBA
54
BLB&B Advisors
Pennsylvania
$487K -$5.55K -146 -1%
RJA
55
Raymond James & Associates
Florida
$480K -$153K -4,030 -26%
EWA
56
EP Wealth Advisors
California
$438K +$232K +6,095 +143%
NCM
57
Neumann Capital Management
California
$421K +$30K +790 +9%
IWM
58
IHT Wealth Management
Illinois
$413K -$12.8K -336 -3%
LFG
59
Larson Financial Group
Missouri
$387K -$5.21K -137 -1%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$384K -$927K -24,403 -73%
CAL
61
Capital Analysts LLC
Pennsylvania
$384K +$7.37K +194 +2%
RFA
62
RTD Financial Advisors
Pennsylvania
$377K +$10.8K +283 +3%
SB
63
Simmons Bank
Arkansas
$375K -$11.1K -292 -3%
FFA
64
First Foundation Advisors
California
$373K -$103K -2,723 -24%
CTC
65
Central Trust Company
Missouri
$366K -$59.4K -1,563 -15%
EPW
66
Evergreen Private Wealth
Colorado
$349K +$313K +8,240 New
NYLIM
67
New York Life Investment Management
New York
$346K -$369K -9,699 -54%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$335K +$29.8K +785 +11%
RW
69
RVW Wealth
California
$327K +$266 +7 +0.1%
HI
70
Harbour Investments
Wisconsin
$305K +$71.3K +1,875 +35%
TRCT
71
Tower Research Capital (TRC)
New York
$293K -$241K -6,346 -48%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$286K -$87.8K -2,309 -25%
MFA
73
McClarren Financial Advisors
Pennsylvania
$282K -$55K -1,446 -18%
FWM
74
Fingerlakes Wealth Management
New York
$280K -$4.07K -107 -2%
CA
75
Continuum Advisory
Idaho
$269K +$241K +6,350 New