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Nuveen ESG Mid-Cap Growth ETF
NUMG

116 hedge funds and large institutions have $296M invested in Nuveen ESG Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 21

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

11.33% more ownership

Funds ownership: 81.8% → 93.14% (+11%)

8% more funds holding

Funds holding: 107 → 116 (+9)

2% more capital invested

Capital invested by funds: $288M → $296M (+$7.12M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
56
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
Tiedemann Advisors
New York
+$16.2M
2
Wells Fargo
Wells Fargo
California
+$13.5M
3
TF
TIAA FSB
Florida
+$3.13M
4
Morgan Stanley
Morgan Stanley
New York
+$3.09M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.97M

Top Sellers

1
DWP
Destiny Wealth Partners
Florida
-$6.05M
2
PPW
Parcion Private Wealth
Washington
-$5.6M
3
SA
Stewardship Advisors
Pennsylvania
-$3.74M
4
CTC
Central Trust Company
Missouri
-$3.52M
5
WS
Wedbush Securities
California
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1
TIAA FSB
Florida
$66.2M +$3.13M +72,591 +5%
TA
2
Tiedemann Advisors
New York
$39.1M +$16.2M +376,283 +73%
PPW
3
Parcion Private Wealth
Washington
$28.3M -$5.6M -129,803 -17%
Wells Fargo
4
Wells Fargo
California
$22M +$13.5M +313,233 +165%
LPL Financial
5
LPL Financial
California
$11.7M +$1.62M +37,603 +16%
MD
6
Money Design
Japan
$7.08M +$1.88M +43,508 +37%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.02M +$1.29M +29,988 +23%
UBS Group
8
UBS Group
Switzerland
$6.88M +$298K +6,920 +5%
HNW
9
High Note Wealth
Minnesota
$6.46M -$8.2K -190 -0.1%
Morgan Stanley
10
Morgan Stanley
New York
$6.43M +$3.09M +71,584 +95%
Ameriprise
11
Ameriprise
Minnesota
$5.96M +$201K +4,665 +4%
CTC
12
Central Trust Company
Missouri
$5.87M -$3.52M -81,642 -38%
WT
13
Whittier Trust
California
$4.81M – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.22M +$1.97M +45,606 +90%
Bank of America
15
Bank of America
North Carolina
$4.03M +$819K +18,987 +26%
WI
16
WrapManager Inc
California
$3.83M +$490K +11,353 +15%
Creative Planning
17
Creative Planning
Kansas
$3.61M +$104K +2,421 +3%
AAS
18
Ameritas Advisory Services
Nebraska
$3.21M +$402K +9,320 +15%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.1M +$146K +3,385 +5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.08M -$447K -10,365 -13%
FT
21
Fiduciary Trust
Massachusetts
$2.97M +$65.8K +1,526 +2%
RWP
22
RWA Wealth Partners
Massachusetts
$2.91M +$168K +3,887 +6%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.82M +$477K +11,061 +21%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.13M +$1.77M +41,087 +542%
FNWM
25
Financial Network Wealth Management
Utah
$1.99M +$359K +8,313 +22%
1
2 3 4 5

NUMG Hedge Fund Activity: Q1 2022 in Review

116 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q1 2022, worth a combined $296M — up 2.5% from $288M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NUMG positions and 11 closed out — a net gain of 10 holders — while 56 added to existing stakes and 21 trimmed.

The largest buyer was Tiedemann Advisors, adding an estimated $16.2M. The largest seller was Destiny Wealth Partners, cutting an estimated $6.05M.

  • 116 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q1 2022, up from 107 in Q4 2021.
  • Funds reported $296M of Nuveen ESG Mid-Cap Growth ETF stock for Q1 2022, up 2.5% quarter-over-quarter.
  • 21 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q1 2022 and 11 closed out, a net change of +10 holders.
  • The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q1 2022 was Tiedemann Advisors, an estimated $16.2M added.
  • The largest Nuveen ESG Mid-Cap Growth ETF seller in Q1 2022 was Destiny Wealth Partners, an estimated $6.05M sold.

Based on aggregated 13F filings for Q1 2022.