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Nuveen ESG Mid-Cap Growth ETF
NUMG

116 hedge funds and large institutions have $296M invested in Nuveen ESG Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 21

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

11.33% more ownership

Funds ownership: 81.8% → 93.14% (+11%)

8% more funds holding

Funds holding: 107 → 116 (+9)

2% more capital invested

Capital invested by funds: $288M → $296M (+$7.12M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
56
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TA
Tiedemann Advisors
New York
+$16.2M
2
Wells Fargo
Wells Fargo
California
+$13.5M
3
TF
TIAA FSB
Florida
+$3.13M
4
Morgan Stanley
Morgan Stanley
New York
+$3.09M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.97M

Top Sellers

Rank Fund Capital Flow
1
DWP
Destiny Wealth Partners
Florida
-$6.05M
2
PPW
Parcion Private Wealth
Washington
-$5.6M
3
SA
Stewardship Advisors
Pennsylvania
-$3.74M
4
CTC
Central Trust Company
Missouri
-$3.52M
5
WS
Wedbush Securities
California
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$20K -$164K -3,799 -89%
CCM
102
Covington Capital Management
California
$19K +$18.5K +430 +4,300%
AF
103
Advisornet Financial
Minnesota
$18K +$2.46K +57 +16%
CYG
104
Clean Yield Group
Vermont
$10K – – –
Citigroup
105
Citigroup
New York
$7K -$8.63K -200 -57%
US Bancorp
106
US Bancorp
Minnesota
$5K -$776 -18 -13%
CT
107
Cambridge Trust
Massachusetts
$5K – – –
DWP
108
Destiny Wealth Partners
Florida
$4K -$6.05M -140,333 -100%
RA
109
Rise Advisors
New York
$2K – – –
MWM
110
Mascoma Wealth Management
New Hampshire
$2K +$1.51K +35 +318%
MCC
111
Money Concepts Capital
Florida
$2K +$2.11K +49 New
GRP
112
Global Retirement Partners
California
$2K +$3.02K +70 New
BlackRock
113
BlackRock
New York
$1K +$1.21K +28 New
WIM
114
Westside Investment Management
California
$8 -$6.47K -150 -43%
SA
115
Stewardship Advisors
Pennsylvania
– -$3.74M -76,061 Closed
WS
116
Wedbush Securities
California
– -$2.16M -43,978 Closed
Citadel Advisors
117
Citadel Advisors
Florida
– -$1.84M -37,468 Closed
SFS
118
Sowell Financial Services
Arkansas
– -$676K -13,743 Closed
LNWTC
119
Laird Norton Wetherby Trust Company
Washington
– -$523K -10,637 Closed
OCM
120
One Capital Management
California
– -$481K -9,793 Closed
NA
121
NewEdge Advisors
Louisiana
– -$421K -8,565 Closed
FHA
122
First Horizon Advisors
Tennessee
– -$205K -4,184 Closed
CA
123
Cornerstone Advisory
Maryland
– -$82K -1,666 Closed
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
– -$38K -765 Closed
SFM
125
Signet Financial Management
New Jersey
– -$7K -150 Closed
2 3 4
5
6

NUMG Hedge Fund Activity: Q1 2022 in Review

116 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q1 2022, worth a combined $296M — up 2.5% from $288M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NUMG positions and 11 closed out — a net gain of 10 holders — while 56 added to existing stakes and 21 trimmed.

The largest buyer was Tiedemann Advisors, adding an estimated $16.2M. The largest seller was Destiny Wealth Partners, cutting an estimated $6.05M.

  • 116 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q1 2022, up from 107 in Q4 2021.
  • Funds reported $296M of Nuveen ESG Mid-Cap Growth ETF stock for Q1 2022, up 2.5% quarter-over-quarter.
  • 21 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q1 2022 and 11 closed out, a net change of +10 holders.
  • The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q1 2022 was Tiedemann Advisors, an estimated $16.2M added.
  • The largest Nuveen ESG Mid-Cap Growth ETF seller in Q1 2022 was Destiny Wealth Partners, an estimated $6.05M sold.

Based on aggregated 13F filings for Q1 2022.