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Nuveen ESG Mid-Cap Growth ETF

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.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

22% more capital invested

Capital invested by funds: $263M → $322M (+$59M)

12% more funds holding

Funds holding: 117131 (+14)

7.93% more ownership

Funds ownership: 74.25%82.18% (+7.9%)

20% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 51

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
131
Holders Change
+14
Holders Change %
+11.97%
% of All Funds
1.91%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$91.4K -$1.25K -33 -2%
Comerica Bank
102
Comerica Bank
Texas
$89.9K -$5.59K -147 -6%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$84K +$152 +4 +0.2%
NP
104
NorthRock Partners
Minnesota
$76.5K +$68.7K +1,807 New
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$68.8K +$19K +500 +44%
US Bancorp
106
US Bancorp
Minnesota
$65.3K +$58.6K +1,543 New
ASN
107
Advisory Services Network
Georgia
$60.2K +$54.1K +1,423 New
IGWM
108
ICA Group Wealth Management
Colorado
$54.6K +$49.1K +1,291 New
M
109
MOTCO
Texas
$52.8K
FFA
110
Farther Finance Advisors
California
$47.7K +$6.58K +173 +18%
MCM
111
MidAtlantic Capital Management
Virginia
$40K +$36K +946 New
RMC
112
Resources Management Corp
Connecticut
$38K
SPIA
113
Steward Partners Investment Advisory
New York
$27.8K +$38 +1 +0.2%
KFI
114
Key Financial Inc
Pennsylvania
$24.7K
DWMG
115
DB Wealth Management Group
California
$21.7K
BTI
116
Blue Trust Inc
Georgia
$16K +$17.1K +450 New
CA
117
Crewe Advisors
Utah
$13.4K
AF
118
Advisornet Financial
Minnesota
$10K
VAG
119
VisionPoint Advisory Group
Texas
$9.69K +$8.7K +229 New
HGA
120
Hobbs Group Advisors
South Carolina
$9.06K +$8.13K +214 New
DIP
121
DT Investment Partners
Pennsylvania
$7.83K -$7.91K -208 -53%
Citigroup
122
Citigroup
New York
$6.35K
AGWCA
123
Annis Gardner Whiting Capital Advisors
Florida
$5.93K +$266 +7 +5%
FHA
124
First Horizon Advisors
Tennessee
$4.73K
Fidelity Investments
125
Fidelity Investments
Massachusetts
$4.57K -$8.13K -214 -66%