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Nuveen ESG Mid-Cap Growth ETF
NUMG

Overview Fund Activity

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
Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
1.78%
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
–

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$12.5M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$11.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$39.9M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$538K
5
Bank of America
5
Bank of America
North Carolina
$14.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$37.2M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$30.7M
3
PAG
3
Private Advisor Group
New Jersey
$1.01M
4
Citadel Advisors
4
Citadel Advisors
Florida
$240K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
51
Neumann Capital Management
California
$485K +$11.2K +250 +2%
HighTower Advisors
52
HighTower Advisors
Illinois
$474K -$2.29K -51 -0.5%
CA
53
Continuum Advisory
Idaho
$474K +$2.08K +43 +0.4%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$456K +$58.3K +1,309 +15%
IWM
55
IHT Wealth Management
Illinois
$437K +$11.7K +262 +3%
EPW
56
Evergreen Private Wealth
Colorado
$387K +$3.36K +75 +0.9%
LFG
57
Larson Financial Group
Missouri
$384K -$32.6K -728 -8%
SB
58
Simmons Bank
Arkansas
$383K – – –
CTC
59
Central Trust Company
Missouri
$363K +$13.4K +300 +4%
RJA
60
Raymond James & Associates
Florida
$361K -$45K -1,003 -11%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$361K +$28.9K +644 +9%
RW
62
RVW Wealth
California
$353K +$2.47K +55 +0.7%
FWM
63
Fingerlakes Wealth Management
New York
$325K +$17.5K +391 +6%
AWM
64
Avior Wealth Management
Nebraska
$304K -$21.7K -484 -7%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$302K -$44.1K -983 -13%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$299K -$235K -5,236 -44%
FWP
67
Falcon Wealth Planning
California
$297K +$14.8K +331 +5%
TC
68
Trust Company
Kansas
$293K +$24.2K +540 +9%
EWM
69
Empirical Wealth Management
Washington
$289K +$289K +6,449 New
MFG
70
Merit Financial Group
Georgia
$280K +$13.8K +308 +5%
MA
71
MONECO Advisors
Connecticut
$274K -$5.96K -133 -2%
CAM
72
Cresset Asset Management
Illinois
$271K – – –
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$271K +$271K +6,037 New
CNBT
74
Canandaigua National Bank & Trust
New York
$267K +$5.38K +120 +2%
TRCT
75
Tower Research Capital (TRC)
New York
$249K -$499K -11,136 -67%
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