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Nuveen ESG Mid-Cap Growth ETF

130 hedge funds and large institutions have $313M invested in Nuveen ESG Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $287M → $313M (+$25.8M)

2.23% less ownership

Funds ownership: 76.36%74.13% (-2.2%)

4% less funds holding

Funds holding: 136130 (-6)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

30% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 50

Holders
130
Holders Change
-6
Holders Change %
-4.41%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
35
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
51
Canandaigua National Bank & Trust
New York
$496K +$124K +2,772 +37%
CTC
52
Central Trust Company
Missouri
$495K +$75.2K +1,674 +20%
Truist Financial
53
Truist Financial
North Carolina
$459K +$1.84K +41 +0.4%
CA
54
Continuum Advisory
Idaho
$455K
HighTower Advisors
55
HighTower Advisors
Illinois
$435K -$21.8K -485 -5%
IWM
56
IHT Wealth Management
Illinois
$426K -$6.6K -147 -2%
FWM
57
Fingerlakes Wealth Management
New York
$424K +$63.5K +1,414 +19%
P
58
&Partners
Tennessee
$413K -$89.1K -1,985 -19%
SB
59
Simmons Bank
Arkansas
$403K -$8.98K -200 -2%
Corient Private Wealth
60
Corient Private Wealth
Florida
$400K +$128K +2,850 +53%
PFW
61
Petros Family Wealth
Minnesota
$390K +$362K +8,056 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$388K +$196K +4,360 +120%
AWS
63
Atria Wealth Solutions
New York
$380K -$53.6K -1,194 -13%
SWA
64
SOA Wealth Advisors
New York
$374K -$330K -7,352 -49%
LFG
65
Larson Financial Group
Missouri
$357K -$24.4K -544 -7%
MFA
66
McClarren Financial Advisors
Pennsylvania
$354K +$72.9K +1,624 +29%
RW
67
RVW Wealth
California
$354K -$9.16K -204 -3%
EPW
68
Evergreen Private Wealth
Colorado
$354K -$59.8K -1,333 -15%
ECM
69
Evergreen Capital Management
Washington
$347K +$322K +7,165 New
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$346K +$27K +602 +9%
LAMNM
71
Longview Asset Management (New Mexico)
New Mexico
$306K -$35.3K -787 -11%
MFG
72
Merit Financial Group
Georgia
$304K
GSWM
73
Golden State Wealth Management
California
$300K -$8.17K -182 -3%
EWM
74
Empirical Wealth Management
Washington
$297K +$40.4K +899 +17%
TC
75
Trust Company
Kansas
$283K -$24.8K -553 -9%

NUMG Hedge Fund Activity: Q2 2025 in Review

130 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q2 2025, worth a combined $313M — up 9% from $287M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of NUMG and 13 opened new positions — a net loss of 4 holders — while 50 trimmed existing stakes and 35 added.

The largest buyer was Ameriprise, adding an estimated $2.83M. The largest seller was TIAA Trust, National Association, cutting an estimated $4.67M.

  • 130 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q2 2025, down from 136 in Q1 2025.
  • Funds reported $313M of Nuveen ESG Mid-Cap Growth ETF stock for Q2 2025, up 9% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q2 2025 and 17 closed out, a net change of -4 holders.
  • The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q2 2025 was Ameriprise, an estimated $2.83M added.
  • The largest Nuveen ESG Mid-Cap Growth ETF seller in Q2 2025 was TIAA Trust, National Association, an estimated $4.67M sold.

Based on aggregated 13F filings for Q2 2025.