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Nuveen ESG Mid-Cap Growth ETF

98 hedge funds and large institutions have $251M invested in Nuveen ESG Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

100% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 23

6% more capital invested

Capital invested by funds: $236M → $251M (+$15.1M)

5% more funds holding

Funds holding: 9398 (+5)

0.72% more ownership

Funds ownership: 69.55%70.27% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
46
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$74M +$2.18M +38,986 +3%
TA
2
Tiedemann Advisors
New York
$26.6M -$3.49M -62,378 -11%
CTC
3
Central Trust Company
Missouri
$11.2M +$3.11M +55,507 +37%
LPL Financial
4
LPL Financial
California
$11M +$2.51M +44,923 +28%
Wells Fargo
5
Wells Fargo
California
$9.96M -$628K -11,225 -6%
PPW
6
Parcion Private Wealth
Washington
$9.65M +$3.31M +59,122 +53%
UBS Group
7
UBS Group
Switzerland
$9.16M +$893K +15,962 +10%
HNW
8
High Note Wealth
Minnesota
$7.96M +$119K +2,125 +1%
Ameriprise
9
Ameriprise
Minnesota
$6.74M +$1.05M +18,830 +18%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.92M +$872K +15,571 +17%
WT
11
Whittier Trust
California
$5.84M +$153K +2,725 +3%
WI
12
WrapManager Inc
California
$4.22M -$1.02M -18,203 -19%
SA
13
Stewardship Advisors
Pennsylvania
$4.22M -$27.3K -488 -0.6%
Creative Planning
14
Creative Planning
Kansas
$3.91M +$4.02M +71,857 New
FT
15
Fiduciary Trust
Massachusetts
$3.12M -$611K -10,920 -16%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.09M -$428K -7,649 -12%
AIC
17
Ameritas Investment Company
Nebraska
$3.04M +$336K +6,000 +12%
HighTower Advisors
18
HighTower Advisors
Illinois
$3.01M +$1.68M +30,074 +119%
RWP
19
RWA Wealth Partners
Massachusetts
$2.92M +$124K +2,213 +4%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.82M -$1.75M -31,295 -38%
Morgan Stanley
21
Morgan Stanley
New York
$2.44M +$822K +14,680 +49%
WS
22
Wedbush Securities
California
$2.42M +$20.9K +373 +0.8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.39M +$198K +3,535 +9%
Bank of America
24
Bank of America
North Carolina
$2.34M +$454K +8,106 +23%
LFASL
25
Lugano Financial Advisors SA (LFA)
Switzerland
$2.28M