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Nuveen ESG Mid-Cap Growth ETF

45 hedge funds and large institutions have $53.1M invested in Nuveen ESG Mid-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

21% more capital invested

Capital invested by funds: $43.9M → $53.1M (+$9.24M)

3.67% more ownership

Funds ownership: 75.31%78.98% (+3.7%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

6% less funds holding

Funds holding: 4845 (-3)

Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
8
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$24M +$15.5M +457,028 +126%
TA
2
Tiedemann Advisors
New York
$5.92M +$6.87M +202,180 New
Wells Fargo
3
Wells Fargo
California
$2.52M +$586K +17,267 +25%
SA
4
Stewardship Advisors
Pennsylvania
$2.16M -$419K -12,343 -14%
Creative Planning
5
Creative Planning
Kansas
$1.98M -$1.36M -39,922 -37%
RWP
6
RWA Wealth Partners
Massachusetts
$1.92M +$332K +9,768 +17%
WT
7
Whittier Trust
California
$1.73M +$670K +19,717 +50%
UBS Group
8
UBS Group
Switzerland
$1.64M +$712K +20,955 +60%
LPL Financial
9
LPL Financial
California
$1.52M +$207K +6,106 +13%
FT
10
Fiduciary Trust
Massachusetts
$1.51M +$80.4K +2,368 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$934K +$202K +5,950 +23%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$725K +$431K +12,675 +105%
CAN
13
Cetera Advisor Networks
California
$686K -$476 -14 -0.1%
BWM
14
Baystate Wealth Management
Massachusetts
$670K +$106K +3,109 +16%
TRCT
15
Tower Research Capital (TRC)
New York
$599K +$695K +20,466 New
AIP
16
Ameritas Investment Partners
Nebraska
$509K +$32.6K +960 +6%
AGA
17
Arkos Global Advisors
Texas
$476K -$4.04K -119 -0.7%
Truist Financial
18
Truist Financial
North Carolina
$455K -$120K -3,544 -19%
Osaic Holdings
19
Osaic Holdings
Arizona
$429K +$596K +17,546 New
SPIA
20
Strategic Point Investment Advisors
Rhode Island
$404K +$469K +13,794 New
Bank of America
21
Bank of America
North Carolina
$375K -$796K -23,437 -65%
PA
22
Paracle Advisors
Washington
$322K +$374K +11,021 New
HA
23
Harborview Advisors
Maine
$250K -$21K -617 -7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$204K +$611 +18 +0.3%
CTC
25
Central Trust Company
Missouri
$166K +$152K +4,487 +379%