We are live on ! Find out more
NUMG icon

Nuveen ESG Mid-Cap Growth ETF

105 hedge funds and large institutions have $245M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 39

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 106105 (-1)

2% less capital invested

Capital invested by funds: $250M → $245M (-$4.96M)

2.45% less ownership

Funds ownership: 73.84%71.39% (-2.5%)

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
40
Reduced
39
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
76
Merit Financial Group
Georgia
$233K
AA
77
Aire Advisors
California
$227K -$6.33K -168 -3%
SWP
78
Stratos Wealth Partners
Ohio
$223K +$219K +5,822 New
IA
79
IFP Advisors
Florida
$219K -$107K -2,827 -29%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$213K +$215K +5,701 New
HI
81
Harbour Investments
Wisconsin
$177K -$9.01K -239 -5%
AC
82
AlphaCore Capital
California
$150K -$2.37K -63 -2%
IGWM
83
ICA Group Wealth Management
Colorado
$116K -$80K -2,122 -41%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$106K
AIP
85
Ameritas Investment Partners
Nebraska
$92.5K
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$76K
ASN
87
Advisory Services Network
Georgia
$64.2K -$4.9K -130 -7%
M
88
MOTCO
Texas
$47.7K
SPIA
89
Steward Partners Investment Advisory
New York
$27.2K +$3.09K +82 +13%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$26.7K
RG
91
Retirement Group
California
$25K
KFI
92
Key Financial Inc
Pennsylvania
$22.3K
DIP
93
DT Investment Partners
Pennsylvania
$14.4K +$1.21K +32 +9%
CA
94
Crewe Advisors
Utah
$12.2K
AF
95
Advisornet Financial
Minnesota
$9.06K
Citigroup
96
Citigroup
New York
$5.74K
FHA
97
First Horizon Advisors
Tennessee
$4.26K -$14.9K -396 -78%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$3.83K +$319K +8,464 +9%
PMFA
99
Plante Moran Financial Advisors
Michigan
$2.95K +$2.9K +77 New
RA
100
Rise Advisors
New York
$2.08K