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Nuveen ESG Mid-Cap Growth ETF

123 hedge funds and large institutions have $303M invested in Nuveen ESG Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $274M → $303M (+$28.8M)

3.19% more ownership

Funds ownership: 72.33%75.53% (+3.2%)

2% more funds holding

Funds holding: 121123 (+2)

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
44
Reduced
43
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWG
76
Darden Wealth Group
Michigan
$243K
AA
77
Aire Advisors
California
$242K +$8.86K +209 +4%
EWA
78
ERTS Wealth Advisors
Michigan
$242K -$2.08K -49 -0.9%
Citadel Advisors
79
Citadel Advisors
Florida
$240K -$1.34M -31,580 -85%
CI
80
CX Institutional
Indiana
$231K
AGA
81
Arkos Global Advisors
Texas
$231K -$1.86K -44 -0.8%
BFA
82
Bragg Financial Advisors
North Carolina
$224K -$10.6K -250 -5%
VAF
83
Values Added Financial
District of Columbia
$224K +$211K +4,990 New
MFGM
84
Marshall Financial Group (Maryland)
Maryland
$221K
AWS
85
Atria Wealth Solutions
New York
$220K -$4.41K -104 -2%
TFS
86
Thoroughbred Financial Services
Tennessee
$210K -$4.75K -112 -2%
MML Investors Services
87
MML Investors Services
Massachusetts
$208K +$196K +4,632 New
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$206K +$194K +4,586 New
IFWM
89
Institute for Wealth Management
Colorado
$204K +$193K +4,556 New
SS
90
Sound Stewardship
Kansas
$204K +$193K +4,551 New
AF
91
Allworth Financial
California
$165K +$10.1K +239 +7%
CPG
92
Cornerstone Planning Group
New Jersey
$158K -$42 -1 -0%
Comerica Bank
93
Comerica Bank
Texas
$130K +$26.1K +616 +27%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$124K
PS
95
Principal Securities
Iowa
$122K -$10K -236 -8%
HI
96
Harbour Investments
Wisconsin
$116K -$136K -3,208 -55%
UB
97
UMB Bank
Missouri
$111K -$75.9K -1,790 -42%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$102K +$6.91K +163 +8%
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$73.9K -$6.78K -160 -9%
AIP
100
Ameritas Investment Partners
Nebraska
$73.3K -$7.84K -185 -10%