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Nuveen ESG Mid-Cap Growth ETF

140 hedge funds and large institutions have $306M invested in Nuveen ESG Mid-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

9% more funds holding

Funds holding: 129140 (+11)

2.18% more ownership

Funds ownership: 74.93%77.11% (+2.2%)

7% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 44

0% less capital invested

Capital invested by funds: $307M → $306M (-$1.34M)

Holders
140
Holders Change
+11
Holders Change %
+8.53%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
47
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
76
Institute for Wealth Management
Colorado
$323K -$193K -4,036 -37%
PFW
77
Petros Family Wealth
Minnesota
$314K -$49.1K -1,026 -13%
FNWM
78
Financial Network Wealth Management
Utah
$308K -$3.98K -83 -1%
MFG
79
Merit Financial Group
Georgia
$307K +$7.66K +160 +3%
GSWM
80
Golden State Wealth Management
California
$299K +$4.41K +92 +1%
RWM
81
RMG Wealth Management
Wisconsin
$297K +$460K +9,598 New
PA
82
PFG Advisors
Arizona
$257K +$14.6K +305 +6%
BFA
83
Bragg Financial Advisors
North Carolina
$256K
AA
84
Aire Advisors
California
$255K +$144 +3 +0.1%
FWP
85
Falcon Wealth Planning
California
$253K +$2.3K +48 +0.9%
AFG
86
Atomi Financial Group
New York
$252K +$13K +272 +5%
MML Investors Services
87
MML Investors Services
Massachusetts
$246K +$7.66K +160 +3%
SWP
88
Stratos Wealth Partners
Ohio
$245K
ML
89
McAdam LLC
Pennsylvania
$218K -$48 -1 -0%
IAG
90
Ipsen Advisor Group
Arkansas
$217K -$1.25K -26 -0.6%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$208K
AGA
92
Arkos Global Advisors
Texas
$205K -$15.3K -320 -7%
VAF
93
Values Added Financial
District of Columbia
$202K +$202K +4,221 New
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$168K +$34.2K +714 +25%
CPG
95
Cornerstone Planning Group
New Jersey
$163K +$1.63K +34 +1%
AF
96
Abound Financial
California
$158K +$159K +3,315 New
SFS
97
Sunrise Financial Services
Washington
$156K +$157K +3,277 New
HNB
98
Huntington National Bank
Ohio
$152K
FFA
99
Farther Finance Advisors
California
$145K +$36.4K +761 +34%
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$132K