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Nuveen ESG Mid-Cap Growth ETF
NUMG

Overview Fund Activity

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.

Holders
131
Holders Change
+14
Holders Change %
+11.97%
% of All Funds
1.92%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.5M
2
AG
2
AlTi Global
New York
$11.1M
3
Ameriprise
3
Ameriprise
Minnesota
$10.6M
4
BPA
4
Beacon Pointe Advisors
California
$1.83M
5
Bank of America
5
Bank of America
North Carolina
$8.2M

Top Sellers

1
IWP
1
IAG Wealth Partners
Wisconsin
$1.98M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$47.2M
3
WI
3
WrapManager Inc
California
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$384K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.42M
Name Market Value Shares Shares
Change 		Shares
Change %
NS
51
NBC Securities
Alabama
$552K 13,049 +4 +0%
AWM
52
Avior Wealth Management
Nebraska
$507K 11,970 +759 +7%
CCM
53
Coldstream Capital Management
Washington
$500K 11,810 – –
BBA
54
BLB&B Advisors
Pennsylvania
$487K 11,503 -146 -1%
RJA
55
Raymond James & Associates
Florida
$480K 11,350 -4,030 -26%
EWA
56
EP Wealth Advisors
California
$438K 10,354 +6,095 +143%
NCM
57
Neumann Capital Management
California
$421K 9,950 +790 +9%
IWM
58
IHT Wealth Management
Illinois
$413K 9,754 -336 -3%
LFG
59
Larson Financial Group
Missouri
$387K 9,138 -137 -1%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$384K 9,081 -24,403 -73%
CAL
61
Capital Analysts LLC
Pennsylvania
$384K 9,077 +194 +2%
RFA
62
RTD Financial Advisors
Pennsylvania
$377K 8,918 +283 +3%
SB
63
Simmons Bank
Arkansas
$375K 8,863 -292 -3%
FFA
64
First Foundation Advisors
California
$373K 8,816 -2,723 -24%
CTC
65
Central Trust Company
Missouri
$366K 8,652 -1,563 -15%
EPW
66
Evergreen Private Wealth
Colorado
$349K 8,240 +8,240 New
NYLIM
67
New York Life Investment Management
New York
$346K 8,173 -9,699 -54%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$335K 7,923 +785 +11%
RW
69
RVW Wealth
California
$327K 7,720 +7 +0.1%
HI
70
Harbour Investments
Wisconsin
$305K 7,215 +1,875 +35%
TRCT
71
Tower Research Capital (TRC)
New York
$293K 6,922 -6,346 -48%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$286K 6,757 -2,309 -25%
MFA
73
McClarren Financial Advisors
Pennsylvania
$282K 6,651 -1,446 -18%
FWM
74
Fingerlakes Wealth Management
New York
$280K 6,612 -107 -2%
CA
75
Continuum Advisory
Idaho
$269K 6,350 +6,350 New
1 2
3
4 5