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Nuveen ESG Mid-Cap Growth ETF
NUMG

Overview Fund Activity

126 hedge funds and large institutions have $292M invested in Nuveen ESG Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
49
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$12.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.83M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$6.48M
4
Lido Advisors
4
Lido Advisors
California
$2.78M
5
AAS
5
Ameritas Advisory Services
Nebraska
$4.49M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.9M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$37.7M
3
HNW
3
High Note Wealth
Minnesota
$942K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.6M
5
MD
5
Money Design
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$528K +$23.4K +526 +5%
CCM
52
Coldstream Capital Management
Washington
$516K -$8.9K -200 -2%
BBA
53
BLB&B Advisors
Pennsylvania
$505K -$6.23K -140 -1%
TRCT
54
Tower Research Capital (TRC)
New York
$505K +$198K +4,441 +64%
VF
55
Virtu Financial
New York
$472K +$472K +10,611 New
NCM
56
Neumann Capital Management
California
$466K +$23.6K +530 +5%
IWM
57
IHT Wealth Management
Illinois
$434K – – –
CA
58
Continuum Advisory
Idaho
$417K +$144K +3,363 +53%
RFA
59
RTD Financial Advisors
Pennsylvania
$400K +$3.03K +68 +0.8%
SB
60
Simmons Bank
Arkansas
$394K – – –
LFG
61
Larson Financial Group
Missouri
$387K -$19.8K -444 -5%
CTC
62
Central Trust Company
Missouri
$382K -$2.71K -61 -0.7%
EPW
63
Evergreen Private Wealth
Colorado
$381K +$14.6K +329 +4%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$357K +$56.2K +1,263 +19%
RW
65
RVW Wealth
California
$347K +$3.87K +87 +1%
FTUS
66
Flow Traders U.S.
New York
$343K +$343K +7,712 New
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$340K -$12.2K -274 -3%
MFA
68
McClarren Financial Advisors
Pennsylvania
$322K +$26.1K +586 +9%
AWS
69
Atria Wealth Solutions
New York
$322K +$322K +7,239 New
FWM
70
Fingerlakes Wealth Management
New York
$304K +$9.79K +220 +3%
ITB
71
Idaho Trust Bank
Idaho
$304K +$304K +6,832 New
PWS
72
Private Wealth Strategies
Ohio
$285K +$285K +6,410 New
FFA
73
First Foundation Advisors
California
$283K -$109K -2,459 -28%
DWG
74
Darden Wealth Group
Michigan
$280K – – –
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$279K +$279K +4,955 New
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3
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