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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
RMC
126
Resources Management Corp
Connecticut
$14K -$14.3K -300 -50%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$13.3K -$3.44K -72 -20%
AF
128
Advisornet Financial
Minnesota
$11.2K
GWSG
129
GPS Wealth Strategies Group
Colorado
$10.3K
DIP
130
DT Investment Partners
Pennsylvania
$8.77K
AGWCA
131
Annis Gardner Whiting Capital Advisors
Florida
$8.67K
FFA
132
Farther Finance Advisors
California
$8.24K -$29.5K -618 -78%
EWA
133
EverSource Wealth Advisors
Alabama
$8.15K +$8.21K +172 New
FHA
134
First Horizon Advisors
Tennessee
$5.29K
GRP
135
Global Retirement Partners
California
$4.31K +$1K +21 +30%
ACA
136
Aptus Capital Advisors
Alabama
$2.84K +$2.86K +60 New
RA
137
Rise Advisors
New York
$2.58K
WFA
138
West Financial Advisors
Iowa
$569 +$572 +12 New
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
-$299K -6,660 Closed
MFGM
140
Marshall Financial Group (Maryland)
Maryland
-$221K -4,940 Closed
KFI
141
Key Financial Inc
Pennsylvania
-$26.1K -583 Closed
HGA
142
Hobbs Group Advisors
South Carolina
-$5.74K -128 Closed
NS
143
NBC Securities
Alabama
-$2K -51 Closed
MIM
144
Macroview Investment Management
Maryland
-$255 -6 Closed

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.