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Nuveen ESG Mid-Cap Growth ETF

135 hedge funds and large institutions have $248M invested in Nuveen ESG Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2.05% less ownership

Funds ownership: 77.11%75.07% (-2%)

4% less funds holding

Funds holding: 140135 (-5)

19% less capital invested

Capital invested by funds: $306M → $248M (-$57.7M)

Holders
135
Holders Change
-5
Holders Change %
-3.57%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
50
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Continuum Advisory
Idaho
$460K +$4.63K +104 +0.9%
CNC
52
Canandaigua National Corp
New York
$445K +$482K +10,842 New
SWM
53
SK Wealth Management
Rhode Island
$421K -$129K -2,898 -22%
FWM
54
Fingerlakes Wealth Management
New York
$420K +$57.5K +1,292 +14%
PAG
55
Private Advisor Group
New Jersey
$413K +$34.2K +768 +8%
Citadel Advisors
56
Citadel Advisors
Florida
$393K +$88.9K +1,997 +26%
Truist Financial
57
Truist Financial
North Carolina
$386K +$5.87K +132 +1%
Corient Private Wealth
58
Corient Private Wealth
Florida
$363K -$394K -8,848 -50%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$354K -$43.1K -968 -10%
EWM
60
Empirical Wealth Management
Washington
$351K +$21.4K +482 +6%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$336K +$2.85K +64 +0.8%
SB
62
Simmons Bank
Arkansas
$330K -$1.29K -29 -0.4%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$323K -$375K -8,431 -52%
HighTower Advisors
64
HighTower Advisors
Illinois
$319K -$19.3K -433 -5%
IWM
65
IHT Wealth Management
Illinois
$301K -$25.6K -575 -7%
SWA
66
SOA Wealth Advisors
New York
$301K
MFA
67
McClarren Financial Advisors
Pennsylvania
$300K +$243K +5,463 +295%
ECM
68
Evergreen Capital Management
Washington
$300K +$2K +45 +0.6%
RW
69
RVW Wealth
California
$295K
LFG
70
Larson Financial Group
Missouri
$291K -$36.8K -827 -10%
CI
71
CX Institutional
Indiana
$291K +$8.99K +202 +3%
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
$289K
TC
73
Trust Company
Kansas
$287K +$10K +225 +3%
WP
74
WealthSpring Partners
California
$282K
FNWM
75
Financial Network Wealth Management
Utah
$276K +$11.7K +262 +4%

NUMG Hedge Fund Activity: Q1 2026 in Review

135 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q1 2026, worth a combined $248M — down 19% from $306M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NUMG and 12 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 50 added.

The largest buyer was PFG Investments, opening a new position worth an estimated $1.49M. The largest seller was TIAA Trust, National Association, cutting an estimated $19.4M.

  • 135 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q1 2026, down from 140 in Q4 2025.
  • Funds reported $248M of Nuveen ESG Mid-Cap Growth ETF stock for Q1 2026, down 19% quarter-over-quarter.
  • 12 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q1 2026 and 13 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q1 2026 was PFG Investments, an estimated $1.49M added.
  • The largest Nuveen ESG Mid-Cap Growth ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2026.