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Nuveen ESG Mid-Cap Growth ETF
NUMG

Overview Fund Activity

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.

Holders
131
Holders Change
+14
Holders Change %
+11.97%
% of All Funds
1.92%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.5M
2
AG
2
AlTi Global
New York
$11.1M
3
Ameriprise
3
Ameriprise
Minnesota
$10.6M
4
BPA
4
Beacon Pointe Advisors
California
$1.83M
5
Bank of America
5
Bank of America
North Carolina
$8.2M

Top Sellers

1
IWP
1
IAG Wealth Partners
Wisconsin
$1.98M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$47.2M
3
WI
3
WrapManager Inc
California
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$384K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.42M
Name Market Value Shares Shares
Change 		Shares
Change %
DWG
76
Darden Wealth Group
Michigan
$267K 6,299 +6,299 New
UB
77
UMB Bank
Missouri
$264K 6,228 -125 -2%
TC
78
Trust Company
Kansas
$256K 6,049 +159 +3%
CAM
79
Cresset Asset Management
Illinois
$256K 6,038 – –
MFG
80
Merit Financial Group
Georgia
$251K 5,929 – –
SWP
81
Stratos Wealth Partners
Ohio
$248K 5,849 – –
SS
82
Sound Stewardship
Kansas
$245K 5,787 -1,799 -24%
IFWM
83
Institute for Wealth Management
Colorado
$242K 5,716 -579 -9%
FWP
84
Falcon Wealth Planning
California
$241K 5,704 -2 -0%
AA
85
Aire Advisors
California
$235K 5,548 +2 +0%
APP
86
Avantax Planning Partners
Iowa
$229K 5,418 -350 -6%
EWA
87
ERTS Wealth Advisors
Michigan
$228K 5,385 +5,385 New
MML Investors Services
88
MML Investors Services
Massachusetts
$224K 5,302 +5,302 New
BFA
89
Bragg Financial Advisors
North Carolina
$224K 5,284 +5,284 New
RIS
90
Retirement Income Solutions
Michigan
$218K 5,141 +5,141 New
AGA
91
Arkos Global Advisors
Texas
$217K 5,126 -1,501 -23%
MFGM
92
Marshall Financial Group (Maryland)
Maryland
$209K 4,949 -1,026 -17%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$201K 4,756 +4,756 New
GVAG
94
Great Valley Advisor Group
Delaware
$201K 4,761 +4,761 New
AC
95
AlphaCore Capital
California
$177K 4,185 -43 -1%
AF
96
Allworth Financial
California
$147K 3,478 -3,579 -51%
CPG
97
Cornerstone Planning Group
New Jersey
$147K 3,476 +6 +0.2%
BWM
98
Baystate Wealth Management
Massachusetts
$140K 3,302 -12,636 -79%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$117K 2,760 – –
PS
100
Principal Securities
Iowa
$116K 2,732 +2,732 New
2 3
4
5 6