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Nuveen ESG Mid-Cap Growth ETF

93 hedge funds and large institutions have $236M invested in Nuveen ESG Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 14

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $205M → $236M (+$31.2M)

13% more funds holding

Funds holding: 8293 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.76% less ownership

Funds ownership: 71.31%69.55% (-1.8%)

Holders
93
Holders Change
+11
Holders Change %
+13.41%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
51
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$130K
AC
77
AlphaCore Capital
California
$100K +$95.4K +1,835 New
HI
78
Harbour Investments
Wisconsin
$98K +$10.5K +201 +13%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$88K +$76.6K +1,473 +1,142%
Citigroup
80
Citigroup
New York
$68K -$6.19K -119 -9%
PCG
81
Private Capital Group
Connecticut
$62K
RMC
82
Resources Management Corp
Connecticut
$49K +$46.8K +900 New
AA
83
Addison Advisors
Vermont
$48K +$45.8K +881 New
KFI
84
Key Financial Inc
Pennsylvania
$27K
MFA
85
McClarren Financial Advisors
Pennsylvania
$26K +$25.3K +487 New
IWP
86
IAG Wealth Partners
Wisconsin
$14K
CYG
87
Clean Yield Group
Vermont
$12K +$11.5K +222 New
AF
88
Advisornet Financial
Minnesota
$11K +$8.27K +159 +379%
SFP
89
Sterling Financial Planning
New Jersey
$9K +$5.83K +112 +190%
AWA
90
Arkadios Wealth Advisors
Georgia
$8K +$8.32K +160 New
TWM
91
Tradition Wealth Management
Minnesota
$4K +$3.59K +69 New
WIM
92
Westside Investment Management
California
$16 +$2.6K +50 +20%
Creative Planning
93
Creative Planning
Kansas
-$3.45M -68,861 Closed
Citadel Advisors
94
Citadel Advisors
Florida
-$2.47M -49,323 Closed
VC
95
Vicus Capital
Pennsylvania
-$212K -4,232 Closed
SFS
96
Sowell Financial Services
Arkansas
-$153K -3,039 Closed
MWM
97
Mascoma Wealth Management
New Hampshire
-$70K -1,404 Closed
MIM
98
Macroview Investment Management
Maryland
+$156 +3 New
RW
99
RVW Wealth
California
+$884 +17 +0.4%