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Nuveen ESG Mid-Cap Growth ETF

117 hedge funds and large institutions have $263M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

3% more funds holding

Funds holding: 114117 (+3)

1.32% more ownership

Funds ownership: 72.92%74.25% (+1.3%)

0% less capital invested

Capital invested by funds: $263M → $263M (-$612K)

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
43
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Allworth Financial
California
$259K +$159K +4,114 +140%
FWM
77
Fingerlakes Wealth Management
New York
$246K -$1.74K -45 -0.7%
AGA
78
Arkos Global Advisors
Texas
$243K -$92.1K -2,378 -26%
UB
79
UMB Bank
Missouri
$233K +$26.5K +684 +12%
IFWM
80
Institute for Wealth Management
Colorado
$231K -$173K -4,461 -41%
CI
81
CX Institutional
Indiana
$228K -$492K -12,694 -67%
CAM
82
Cresset Asset Management
Illinois
$221K
MFGM
83
Marshall Financial Group (Maryland)
Maryland
$219K -$1.78K -46 -0.8%
MFG
84
Merit Financial Group
Georgia
$217K -$5.93K -153 -3%
TC
85
Trust Company
Kansas
$216K -$10.2K -262 -4%
SWP
86
Stratos Wealth Partners
Ohio
$214K +$504 +13 +0.2%
APP
87
Avantax Planning Partners
Iowa
$211K -$60.9K -1,573 -21%
FWP
88
Falcon Wealth Planning
California
$209K +$221K +5,706 New
AA
89
Aire Advisors
California
$203K -$14.9K -384 -6%
HI
90
Harbour Investments
Wisconsin
$196K +$1.78K +46 +0.9%
EWA
91
EP Wealth Advisors
California
$156K +$165K +4,259 New
AC
92
AlphaCore Capital
California
$155K
CPG
93
Cornerstone Planning Group
New Jersey
$127K
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$101K
Comerica Bank
95
Comerica Bank
Texas
$83.2K +$88K +2,270 New
AIP
96
Ameritas Investment Partners
Nebraska
$80.4K -$5.81K -150 -6%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$73K
M
98
MOTCO
Texas
$45.8K
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$41.2K +$43.6K +1,125 New
FFA
100
Farther Finance Advisors
California
$34.9K +$21.8K +563 +144%