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Nuveen ESG Mid-Cap Growth ETF

114 hedge funds and large institutions have $263M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

9% more funds holding

Funds holding: 105114 (+9)

7% more capital invested

Capital invested by funds: $245M → $263M (+$18.4M)

1.53% more ownership

Funds ownership: 71.39%72.92% (+1.5%)

Holders
114
Holders Change
+9
Holders Change %
+8.57%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
43
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
76
Trust Company
Kansas
$240K -$6.87K -185 -3%
MFG
77
Merit Financial Group
Georgia
$237K -$260 -7 -0.1%
CAM
78
Cresset Asset Management
Illinois
$236K +$224K +6,038 New
MFGM
79
Marshall Financial Group (Maryland)
Maryland
$235K +$223K +6,021 New
AA
80
Aire Advisors
California
$231K
SWP
81
Stratos Wealth Partners
Ohio
$228K +$520 +14 +0.2%
UB
82
UMB Bank
Missouri
$221K -$28.7K -772 -12%
CW
83
Cook Wealth
North Carolina
$210K +$197K +5,318 New
HI
84
Harbour Investments
Wisconsin
$207K +$24.5K +660 +14%
EWA
85
ERTS Wealth Advisors
Michigan
$203K +$193K +5,207 New
RIS
86
Retirement Income Solutions
Michigan
$201K +$191K +5,141 New
AC
87
AlphaCore Capital
California
$165K +$11.6K +312 +8%
IA
88
IFP Advisors
Florida
$150K -$118K -3,176 -45%
CPG
89
Cornerstone Planning Group
New Jersey
$135K +$129K +3,470 New
IGWM
90
ICA Group Wealth Management
Colorado
$119K +$297 +8 +0.3%
AF
91
Allworth Financial
California
$115K +$109K +2,943 New
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$108K
AIP
93
Ameritas Investment Partners
Nebraska
$91.5K -$2.78K -75 -3%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$77K
RIA
95
Realta Investment Advisors
Delaware
$64.9K +$61.8K +1,664 New
M
96
MOTCO
Texas
$48.7K
RMC
97
Resources Management Corp
Connecticut
$35K -$104K -2,793 -76%
SPIA
98
Steward Partners Investment Advisory
New York
$27.8K
RG
99
Retirement Group
California
$25.4K
KFI
100
Key Financial Inc
Pennsylvania
$22.8K