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Nuveen ESG Mid-Cap Growth ETF

117 hedge funds and large institutions have $263M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

3% more funds holding

Funds holding: 114117 (+3)

1.32% more ownership

Funds ownership: 72.92%74.25% (+1.3%)

0% less capital invested

Capital invested by funds: $263M → $263M (-$612K)

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
43
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RMC
101
Resources Management Corp
Connecticut
$33K
SPIA
102
Steward Partners Investment Advisory
New York
$24K -$2.21K -57 -8%
RG
103
Retirement Group
California
$23.8K
KFI
104
Key Financial Inc
Pennsylvania
$21.4K
DWMG
105
DB Wealth Management Group
California
$18.8K +$19.9K +513 New
DIP
106
DT Investment Partners
Pennsylvania
$14.4K
Fidelity Investments
107
Fidelity Investments
Massachusetts
$11.8K -$3.14K -81 -20%
CA
108
Crewe Advisors
Utah
$11.6K -$155 -4 -1%
AF
109
Advisornet Financial
Minnesota
$8.69K
Citigroup
110
Citigroup
New York
$5.5K
AGWCA
111
Annis Gardner Whiting Capital Advisors
Florida
$4.88K +$5.15K +133 New
FHA
112
First Horizon Advisors
Tennessee
$4.09K
IA
113
IFP Advisors
Florida
$2.64K -$146K -3,773 -98%
RA
114
Rise Advisors
New York
$2K
GRP
115
Global Retirement Partners
California
$1.05K
SAG
116
Spotlight Asset Group
Illinois
$733
MIM
117
Macroview Investment Management
Maryland
$208
KOC
118
Koss-Olinger Consulting
Florida
-$1.09M -28,034 Closed
GG
119
GenWealth Group
New Jersey
-$651K -16,676 Closed
RCS
120
Retirement Capital Strategies
California
-$488K -12,516 Closed
EWA
121
ERTS Wealth Advisors
Michigan
-$203K -5,207 Closed
RIS
122
Retirement Income Solutions
Michigan
-$201K -5,141 Closed
IGWM
123
ICA Group Wealth Management
Colorado
-$119K -3,042 Closed
RIA
124
Realta Investment Advisors
Delaware
-$64.9K -1,664 Closed
VAG
125
VisionPoint Advisory Group
Texas
-$9.21K -236 Closed