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Nuveen ESG Mid-Cap Growth ETF

70 hedge funds and large institutions have $180M invested in Nuveen ESG Mid-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

41% more capital invested

Capital invested by funds: $127M → $180M (+$52.5M)

23% more funds holding

Funds holding: 5770 (+13)

0.16% less ownership

Funds ownership: 69.97%69.81% (-0.16%)

Holders
70
Holders Change
+13
Holders Change %
+22.81%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
30
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$62.9M +$2.25M +48,099 +4%
TA
2
Tiedemann Advisors
New York
$22.8M +$945K +20,184 +5%
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$8.13M +$7.69M +164,384 New
Wells Fargo
4
Wells Fargo
California
$7.99M +$202K +4,325 +3%
UBS Group
5
UBS Group
Switzerland
$7.31M +$2.41M +51,439 +53%
HNW
6
High Note Wealth
Minnesota
$7.12M +$6.74M +143,979 New
WI
7
WrapManager Inc
California
$5.43M -$64.2K -1,371 -1%
CTC
8
Central Trust Company
Missouri
$5.05M +$1.03M +22,062 +28%
WT
9
Whittier Trust
California
$4.53M +$181K +3,865 +4%
SA
10
Stewardship Advisors
Pennsylvania
$3.73M +$156K +3,337 +5%
LPL Financial
11
LPL Financial
California
$3.56M +$187K +3,997 +6%
Creative Planning
12
Creative Planning
Kansas
$3.41M -$3.79K -81 -0.1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.28M +$2.37M +50,583 +321%
FT
14
Fiduciary Trust
Massachusetts
$2.51M
RCS
15
Retirement Capital Strategies
California
$2.44M +$2.31M +49,414 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.1M +$543K +11,600 +38%
Truist Financial
17
Truist Financial
North Carolina
$2.08M -$63.5K -1,357 -3%
LFASL
18
Lugano Financial Advisors SA (LFA)
Switzerland
$2.07M -$365K -7,794 -16%
RWP
19
RWA Wealth Partners
Massachusetts
$1.93M -$1.29M -27,490 -41%
WS
20
Wedbush Securities
California
$1.9M +$441K +9,424 +33%
CAN
21
Cetera Advisor Networks
California
$1.68M +$146K +3,117 +10%
Bank of America
22
Bank of America
North Carolina
$1.5M -$452K -9,665 -24%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.5M +$310K +6,633 +28%
BWM
24
Baystate Wealth Management
Massachusetts
$1.4M +$121K +2,592 +10%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.05M +$736K +15,729 +281%