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Nuveen ESG Mid-Cap Growth ETF

116 hedge funds and large institutions have $296M invested in Nuveen ESG Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 21

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

11.33% more ownership

Funds ownership: 81.8%93.14% (+11%)

8% more funds holding

Funds holding: 107116 (+9)

2% more capital invested

Capital invested by funds: $288M → $296M (+$7.12M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
56
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIS
76
Retirement Income Solutions
Michigan
$254K +$250K +5,795 New
GVAG
77
Great Valley Advisor Group
Delaware
$252K +$227K +5,256 New
PWP
78
Principle Wealth Partners
Connecticut
$250K
APP
79
Avantax Planning Partners
Iowa
$248K -$4.92K -114 -2%
RWP
80
Revolve Wealth Partners
New Jersey
$245K +$11.6K +269 +5%
FWM
81
Fingerlakes Wealth Management
New York
$244K +$31.6K +733 +15%
GSWM
82
Golden State Wealth Management
California
$233K +$5.91K +137 +3%
RW
83
RVW Wealth
California
$227K +$11K +256 +5%
CAL
84
Capital Analysts LLC
Pennsylvania
$225K +$17.4K +404 +9%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$215K +$212K +4,916 New
SEA
86
Stegent Equity Advisors
Texas
$208K -$10.8K -251 -5%
HGWM
87
Harvest Group Wealth Management
Massachusetts
$183K +$180K +4,174 New
AC
88
AlphaCore Capital
California
$124K +$122K +2,824 New
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$121K
TAM
90
Townsend Asset Management
North Carolina
$121K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$115K -$65K -1,508 -37%
Jones Financial Companies
92
Jones Financial Companies
Missouri
$92K +$77K +1,786 +551%
PFBT
93
Parkside Financial Bank & Trust
Missouri
$66K +$65.2K +1,511 New
PCG
94
Private Capital Group
Connecticut
$50K
APA
95
American Portfolios Advisors
New York
$46.4K -$226K -5,243 -83%
AA
96
Addison Advisors
Vermont
$39K
RMC
97
Resources Management Corp
Connecticut
$39K
HA
98
Herold Advisors
New York
$35.1K +$34.5K +800 New
RG
99
Retirement Group
California
$28K
KFI
100
Key Financial Inc
Pennsylvania
$26K

NUMG Hedge Fund Activity: Q1 2022 in Review

116 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q1 2022, worth a combined $296M — up 2.5% from $288M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NUMG positions and 11 closed out — a net gain of 10 holders — while 56 added to existing stakes and 21 trimmed.

The largest buyer was Tiedemann Advisors, adding an estimated $16.2M. The largest seller was Destiny Wealth Partners, cutting an estimated $6.05M.

  • 116 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q1 2022, up from 107 in Q4 2021.
  • Funds reported $296M of Nuveen ESG Mid-Cap Growth ETF stock for Q1 2022, up 2.5% quarter-over-quarter.
  • 21 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q1 2022 and 11 closed out, a net change of +10 holders.
  • The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q1 2022 was Tiedemann Advisors, an estimated $16.2M added.
  • The largest Nuveen ESG Mid-Cap Growth ETF seller in Q1 2022 was Destiny Wealth Partners, an estimated $6.05M sold.

Based on aggregated 13F filings for Q1 2022.