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Nuveen ESG Mid-Cap Growth ETF

131 hedge funds and large institutions have $322M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

22% more capital invested

Capital invested by funds: $263M → $322M (+$59M)

12% more funds holding

Funds holding: 117131 (+14)

7.93% more ownership

Funds ownership: 74.25%82.18% (+7.9%)

20% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 51

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
131
Holders Change
+14
Holders Change %
+11.97%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
41
Reduced
51
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWG
76
Darden Wealth Group
Michigan
$267K +$239K +6,299 New
UB
77
UMB Bank
Missouri
$264K -$4.75K -125 -2%
TC
78
Trust Company
Kansas
$256K +$6.04K +159 +3%
CAM
79
Cresset Asset Management
Illinois
$256K
MFG
80
Merit Financial Group
Georgia
$251K
SWP
81
Stratos Wealth Partners
Ohio
$248K
SS
82
Sound Stewardship
Kansas
$245K -$68.4K -1,799 -24%
IFWM
83
Institute for Wealth Management
Colorado
$242K -$22K -579 -9%
FWP
84
Falcon Wealth Planning
California
$241K -$76 -2 -0%
AA
85
Aire Advisors
California
$235K +$76 +2 +0%
APP
86
Avantax Planning Partners
Iowa
$229K -$13.3K -350 -6%
EWA
87
ERTS Wealth Advisors
Michigan
$228K +$205K +5,385 New
MML Investors Services
88
MML Investors Services
Massachusetts
$224K +$201K +5,302 New
BFA
89
Bragg Financial Advisors
North Carolina
$224K +$201K +5,284 New
RIS
90
Retirement Income Solutions
Michigan
$218K +$195K +5,141 New
AGA
91
Arkos Global Advisors
Texas
$217K -$57K -1,501 -23%
MFGM
92
Marshall Financial Group (Maryland)
Maryland
$209K -$39K -1,026 -17%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$201K +$181K +4,756 New
GVAG
94
Great Valley Advisor Group
Delaware
$201K +$181K +4,761 New
AC
95
AlphaCore Capital
California
$177K -$1.63K -43 -1%
AF
96
Allworth Financial
California
$147K -$136K -3,579 -51%
CPG
97
Cornerstone Planning Group
New Jersey
$147K +$228 +6 +0.2%
BWM
98
Baystate Wealth Management
Massachusetts
$140K -$480K -12,636 -79%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$117K
PS
100
Principal Securities
Iowa
$116K +$104K +2,732 New