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Nuveen ESG Mid-Cap Growth ETF
NUMG

121 hedge funds and large institutions have $274M invested in Nuveen ESG Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

0.71% less ownership

Funds ownership: 73.05% → 72.33% (-0.71%)

4% less funds holding

Funds holding: 126 → 121 (-5)

6% less capital invested

Capital invested by funds: $292M → $274M (-$18.4M)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
48
Reduced
41
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.07M
2
Bank of America
Bank of America
North Carolina
+$1.71M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.66M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.57M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.24M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$5.12M
2
UBS Group
UBS Group
Switzerland
-$1.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$699K
4
Stifel Financial
Stifel Financial
Missouri
-$643K
5
FTUS
Flow Traders U.S.
New York
-$343K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
126
Institute for Wealth Management
Colorado
– -$228K -5,121 Closed
RIS
127
Retirement Income Solutions
Michigan
– -$213K -4,787 Closed
MML Investors Services
128
MML Investors Services
Massachusetts
– -$213K -4,780 Closed
GVAG
129
Great Valley Advisor Group
Delaware
– -$209K -4,706 Closed
WAP
130
Wealthcare Advisory Partners
Pennsylvania
– -$208K -4,670 Closed
William Blair & Company
131
William Blair & Company
Illinois
– -$80.6K -1,812 Closed
RIA
132
Realta Investment Advisors
Delaware
– -$65.6K -1,476 Closed
IGWM
133
ICA Group Wealth Management
Colorado
– -$13.8K -311 Closed
NP
134
NorthRock Partners
Minnesota
– -$2.4K -54 Closed
IA
135
IFP Advisors
Florida
– -$1.12K -25 Closed
2 3 4 5
6