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Nuveen ESG Mid-Cap Growth ETF

57 hedge funds and large institutions have $106M invested in Nuveen ESG Mid-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

99% more capital invested

Capital invested by funds: $53.1M → $106M (+$52.7M)

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

27% more funds holding

Funds holding: 4557 (+12)

2.52% less ownership

Funds ownership: 78.98%76.46% (-2.5%)

Holders
57
Holders Change
+12
Holders Change %
+26.67%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
19
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$43.2M +$10.2M +288,187 +35%
TA
2
Tiedemann Advisors
New York
$15.8M +$7.22M +204,519 +101%
Wells Fargo
3
Wells Fargo
California
$4.67M +$1.19M +33,745 +39%
WI
4
WrapManager Inc
California
$3.85M +$3.49M +98,844 New
UBS Group
5
UBS Group
Switzerland
$3.64M +$1.32M +37,326 +67%
WT
6
Whittier Trust
California
$3.3M +$901K +25,513 +43%
CTC
7
Central Trust Company
Missouri
$3M +$2.51M +71,227 +1,256%
SA
8
Stewardship Advisors
Pennsylvania
$2.92M +$41.7K +1,181 +2%
RWP
9
RWA Wealth Partners
Massachusetts
$2.64M +$78.4K +2,220 +3%
Creative Planning
10
Creative Planning
Kansas
$2.64M +$918 +26 +0%
LPL Financial
11
LPL Financial
California
$2.51M +$443K +12,544 +24%
FT
12
Fiduciary Trust
Massachusetts
$1.98M -$26.9K -763 -1%
LFASL
13
Lugano Financial Advisors SA (LFA)
Switzerland
$1.94M +$1.76M +49,708 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.89M +$588K +16,656 +52%
CAN
15
Cetera Advisor Networks
California
$1.15M +$213K +6,024 +26%
BWM
16
Baystate Wealth Management
Massachusetts
$890K -$2.26K -64 -0.3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$815K -$136K -3,860 -16%
Bank of America
18
Bank of America
North Carolina
$812K +$283K +8,019 +63%
AIP
19
Ameritas Investment Partners
Nebraska
$712K +$30.9K +875 +5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$547K +$496K +14,036 New
PA
21
Paracle Advisors
Washington
$475K +$42K +1,190 +11%
HA
22
Harborview Advisors
Maine
$432K +$89.7K +2,541 +30%
TRCT
23
Tower Research Capital (TRC)
New York
$393K -$366K -10,366 -51%
Truist Financial
24
Truist Financial
North Carolina
$390K -$195K -5,533 -36%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$334K +$56.1K +1,588 +23%