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Nuveen ESG Mid-Cap Growth ETF

138 hedge funds and large institutions have $327M invested in Nuveen ESG Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 59 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

12% more funds holding

Funds holding: 123138 (+15)

8% more capital invested

Capital invested by funds: $303M → $327M (+$24.2M)

1.08% more ownership

Funds ownership: 75.53%76.61% (+1.1%)

44% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 59

Holders
138
Holders Change
+15
Holders Change %
+12.2%
% of All Funds
1.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
33
Reduced
59
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Avior Wealth Management
Nebraska
$182K -$140K -2,941 -43%
AF
102
Allworth Financial
California
$175K -$7.63K -160 -4%
CPG
103
Cornerstone Planning Group
New Jersey
$171K +$95 +2 +0.1%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$131K
Comerica Bank
105
Comerica Bank
Texas
$130K -$7.87K -165 -6%
SFGP
106
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$120K +$121K +2,540 New
UB
107
UMB Bank
Missouri
$113K -$4.44K -93 -4%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$108K +$48 +1 +0%
HI
109
Harbour Investments
Wisconsin
$94.8K -$27.7K -581 -23%
MIM
110
Marshall Investment Management
Colorado
$82.2K +$87.5K +1,834 New
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$78.1K
AIP
112
Ameritas Investment Partners
Nebraska
$77.1K -$382 -8 -0.5%
US Bancorp
113
US Bancorp
Minnesota
$72.2K +$16.1K +337 +28%
MEG
114
Millstone Evans Group
Colorado
$65.9K +$66.3K +1,390 New
M
115
MOTCO
Texas
$59.1K
MCM
116
MidAtlantic Capital Management
Virginia
$47.8K
PS
117
Principal Securities
Iowa
$40.5K -$88.9K -1,863 -69%
AT
118
Avalon Trust
New Mexico
$37.9K +$38.2K +800 New
WTFG
119
Wood Tarver Financial Group
Idaho
$32K +$32.3K +678 New
UFAC
120
Urban Financial Advisory Corp
Illinois
$26.6K +$48 +1 +0.2%
FRA
121
Front Row Advisors
California
$23.9K
SPIA
122
Steward Partners Investment Advisory
New York
$19.7K -$572 -12 -3%
MCM
123
MAI Capital Management
Ohio
$19.4K +$19.5K +409 New
CIA
124
Cape Investment Advisory
Georgia
$17.9K
CA
125
Crewe Advisors
Utah
$14.5K -$239 -5 -2%

NUMG Hedge Fund Activity: Q4 2024 in Review

138 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q4 2024, worth a combined $327M — up 8% from $303M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NUMG positions and 6 closed out — a net gain of 18 holders — while 33 added to existing stakes and 59 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.66M. The largest seller was TIAA Trust, National Association, cutting an estimated $2.29M.

  • 138 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q4 2024, up from 123 in Q3 2024.
  • Funds reported $327M of Nuveen ESG Mid-Cap Growth ETF stock for Q4 2024, up 8% quarter-over-quarter.
  • 24 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q4 2024 and 6 closed out, a net change of +18 holders.
  • The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q4 2024 was Wells Fargo, an estimated $2.66M added.
  • The largest Nuveen ESG Mid-Cap Growth ETF seller in Q4 2024 was TIAA Trust, National Association, an estimated $2.29M sold.

Based on aggregated 13F filings for Q4 2024.