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Nuveen ESG Mid-Cap Growth ETF

140 hedge funds and large institutions have $306M invested in Nuveen ESG Mid-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

9% more funds holding

Funds holding: 129140 (+11)

2.18% more ownership

Funds ownership: 74.93%77.11% (+2.2%)

7% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 44

0% less capital invested

Capital invested by funds: $307M → $306M (-$1.34M)

Holders
140
Holders Change
+11
Holders Change %
+8.53%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
47
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
51
Neumann Capital Management
California
$543K
CA
52
Continuum Advisory
Idaho
$529K +$70.7K +1,476 +15%
CNBT
53
Canandaigua National Bank & Trust
New York
$502K +$17.7K +369 +4%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$458K +$46.4K +968 +11%
PAG
55
Private Advisor Group
New Jersey
$443K -$110K -2,298 -20%
Truist Financial
56
Truist Financial
North Carolina
$442K +$3.54K +74 +0.8%
FWM
57
Fingerlakes Wealth Management
New York
$427K +$3.21K +67 +0.8%
HighTower Advisors
58
HighTower Advisors
Illinois
$391K -$15.8K -330 -4%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$387K +$6.04K +126 +2%
SB
60
Simmons Bank
Arkansas
$385K +$3.4K +71 +0.9%
EWM
61
Empirical Wealth Management
Washington
$384K +$77.3K +1,615 +25%
LFG
62
Larson Financial Group
Missouri
$378K +$27.2K +568 +8%
IWM
63
IHT Wealth Management
Illinois
$378K -$42.3K -884 -10%
Mirae Asset Global Investments
64
Mirae Asset Global Investments
South Korea
$368K -$412K -8,600 -53%
DAS
65
Dynamic Advisor Solutions
Arizona
$362K -$673K -14,058 -65%
Citadel Advisors
66
Citadel Advisors
Florida
$361K +$96.3K +2,011 +36%
SWA
67
SOA Wealth Advisors
New York
$350K
MFA
68
McClarren Financial Advisors
Pennsylvania
$349K -$184K -3,850 -68%
ECM
69
Evergreen Capital Management
Washington
$346K +$6.95K +145 +2%
RW
70
RVW Wealth
California
$343K -$6.27K -131 -2%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$336K -$1.58K -33 -0.5%
CI
72
CX Institutional
Indiana
$328K +$65.1K +1,360 +25%
WP
73
WealthSpring Partners
California
$328K +$329K +6,868 New
EPW
74
Evergreen Private Wealth
Colorado
$327K +$3.78K +79 +1%
TC
75
Trust Company
Kansas
$323K +$48 +1 +0%