We are live on ! Find out more
NUMG icon

Nuveen ESG Mid-Cap Growth ETF

93 hedge funds and large institutions have $236M invested in Nuveen ESG Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 14

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $205M → $236M (+$31.2M)

13% more funds holding

Funds holding: 8293 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.76% less ownership

Funds ownership: 71.31%69.55% (-1.8%)

Holders
93
Holders Change
+11
Holders Change %
+13.41%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
51
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
$72.2M +$559K +10,751 +0.8%
TA
2
Tiedemann Advisors
New York
$30.2M +$1.67M +32,044 +6%
Wells Fargo
3
Wells Fargo
California
$10.6M +$237K +4,564 +2%
LPL Financial
4
LPL Financial
California
$8.64M +$513K +9,869 +7%
UBS Group
5
UBS Group
Switzerland
$8.33M +$114K +2,185 +1%
CTC
6
Central Trust Company
Missouri
$8.19M +$1.7M +32,671 +28%
HNW
7
High Note Wealth
Minnesota
$7.89M -$40.8K -784 -0.5%
PPW
8
Parcion Private Wealth
Washington
$6.11M +$3.99M +76,728 +218%
Ameriprise
9
Ameriprise
Minnesota
$5.74M +$1.23M +23,647 +29%
WT
10
Whittier Trust
California
$5.72M +$38.4K +738 +0.7%
WI
11
WrapManager Inc
California
$5.24M -$29.1K -560 -0.6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.09M +$633K +12,176 +15%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.55M +$2.75M +52,833 +174%
SA
14
Stewardship Advisors
Pennsylvania
$4.27M +$32.7K +628 +0.8%
FT
15
Fiduciary Trust
Massachusetts
$3.73M +$911K +17,517 +35%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.53M +$374K +7,185 +13%
RWP
17
RWA Wealth Partners
Massachusetts
$2.82M +$150K +2,893 +6%
AIC
18
Ameritas Investment Company
Nebraska
$2.73M +$163K +3,143 +7%
WS
19
Wedbush Securities
California
$2.41M -$126K -2,420 -5%
LFASL
20
Lugano Financial Advisors SA (LFA)
Switzerland
$2.29M
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.21M -$286K -5,507 -12%
CAN
22
Cetera Advisor Networks
California
$2.02M +$50.8K +976 +3%
Bank of America
23
Bank of America
North Carolina
$1.91M +$1.14K +22 +0.1%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$1.77M
Morgan Stanley
25
Morgan Stanley
New York
$1.65M +$403K +7,753 +35%