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Nuveen ESG Mid-Cap Growth ETF

123 hedge funds and large institutions have $303M invested in Nuveen ESG Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $274M → $303M (+$28.8M)

3.19% more ownership

Funds ownership: 72.33%75.53% (+3.2%)

2% more funds holding

Funds holding: 121123 (+2)

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
44
Reduced
43
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
51
Neumann Capital Management
California
$485K +$10.6K +250 +2%
HighTower Advisors
52
HighTower Advisors
Illinois
$474K -$2.16K -51 -0.5%
CA
53
Continuum Advisory
Idaho
$474K +$1.82K +43 +0.4%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$456K +$55.5K +1,309 +15%
IWM
55
IHT Wealth Management
Illinois
$437K +$11.1K +262 +3%
EPW
56
Evergreen Private Wealth
Colorado
$387K +$3.18K +75 +0.9%
LFG
57
Larson Financial Group
Missouri
$384K -$30.9K -728 -8%
SB
58
Simmons Bank
Arkansas
$383K
CTC
59
Central Trust Company
Missouri
$363K +$12.7K +300 +4%
RJA
60
Raymond James & Associates
Florida
$361K -$42.5K -1,003 -11%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$361K +$27.3K +644 +9%
RW
62
RVW Wealth
California
$353K +$2.33K +55 +0.7%
FWM
63
Fingerlakes Wealth Management
New York
$325K +$16.6K +391 +6%
AWM
64
Avior Wealth Management
Nebraska
$304K -$20.5K -484 -7%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$302K -$41.7K -983 -13%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$299K -$222K -5,236 -44%
FWP
67
Falcon Wealth Planning
California
$297K +$14K +331 +5%
TC
68
Trust Company
Kansas
$293K +$22.9K +540 +9%
EWM
69
Empirical Wealth Management
Washington
$289K +$273K +6,449 New
MFG
70
Merit Financial Group
Georgia
$280K +$13.1K +308 +5%
MA
71
MONECO Advisors
Connecticut
$274K -$5.64K -133 -2%
CAM
72
Cresset Asset Management
Illinois
$271K
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$271K +$256K +6,037 New
CNBT
74
Canandaigua National Bank & Trust
New York
$267K +$5.08K +120 +2%
TRCT
75
Tower Research Capital (TRC)
New York
$249K -$472K -11,136 -67%