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Nuveen ESG Mid-Cap Growth ETF

129 hedge funds and large institutions have $307M invested in Nuveen ESG Mid-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 53 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0.8% more ownership

Funds ownership: 74.13%74.93% (+0.8%)

1% less funds holding

Funds holding: 130129 (-1)

2% less capital invested

Capital invested by funds: $313M → $307M (-$5.27M)

42% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 53

Holders
129
Holders Change
-1
Holders Change %
-0.77%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
31
Reduced
53
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$447K -$14.4K -297 -3%
FWM
52
Fingerlakes Wealth Management
New York
$432K +$5.48K +113 +1%
IWM
53
IHT Wealth Management
Illinois
$428K
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$420K -$120K -2,470 -22%
HighTower Advisors
55
HighTower Advisors
Illinois
$415K -$22.2K -457 -5%
Corient Private Wealth
56
Corient Private Wealth
Florida
$402K
P
57
&Partners
Tennessee
$392K -$23.4K -482 -6%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$389K -$873 -18 -0.2%
SB
59
Simmons Bank
Arkansas
$389K -$16.6K -343 -4%
PFW
60
Petros Family Wealth
Minnesota
$370K -$22K -453 -6%
SWGC
61
Summit Wealth Group (Colorado)
Colorado
$364K +$621K +12,806 New
LFG
62
Larson Financial Group
Missouri
$358K -$679 -14 -0.2%
SWA
63
SOA Wealth Advisors
New York
$357K -$18.9K -390 -5%
MFA
64
McClarren Financial Advisors
Pennsylvania
$356K -$78.2K -1,612 -22%
RW
65
RVW Wealth
California
$356K
ECM
66
Evergreen Capital Management
Washington
$346K -$2.91K -60 -0.8%
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$344K -$3.93K -81 -1%
TC
68
Trust Company
Kansas
$329K +$44.8K +923 +16%
EPW
69
Evergreen Private Wealth
Colorado
$329K -$25.7K -531 -7%
FNWM
70
Financial Network Wealth Management
Utah
$314K +$318K +6,554 New
EWM
71
Empirical Wealth Management
Washington
$313K +$14.4K +298 +5%
MFG
72
Merit Financial Group
Georgia
$306K
GSWM
73
Golden State Wealth Management
California
$300K -$1.02K -21 -0.3%
Citadel Advisors
74
Citadel Advisors
Florida
$271K +$270K +5,560 New
CI
75
CX Institutional
Indiana
$268K +$36.9K +760 +16%