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Nuveen ESG Mid-Cap Growth ETF

106 hedge funds and large institutions have $232M invested in Nuveen ESG Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.48% less ownership

Funds ownership: 93.14%92.66% (-0.48%)

9% less funds holding

Funds holding: 116106 (-10)

22% less capital invested

Capital invested by funds: $296M → $232M (-$63.7M)

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
106
Holders Change
-10
Holders Change %
-8.62%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
45
Reduced
28
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$55.8M +$4.32M +114,681 +8%
TA
2
Tiedemann Advisors
New York
$32.7M +$2.26M +59,825 +7%
Wells Fargo
3
Wells Fargo
California
$19.7M +$2.72M +72,148 +14%
PPW
4
Parcion Private Wealth
Washington
$17.6M -$6.3M -166,946 -26%
LPL Financial
5
LPL Financial
California
$7.85M -$1.42M -37,658 -14%
Morgan Stanley
6
Morgan Stanley
New York
$6.43M +$1.53M +40,593 +28%
Ameriprise
7
Ameriprise
Minnesota
$6.25M +$1.74M +46,019 +34%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.17M +$736K +19,525 +12%
UBS Group
9
UBS Group
Switzerland
$5.4M +$9.35K +248 +0.2%
HNW
10
High Note Wealth
Minnesota
$5.05M -$11.2K -297 -0.2%
CTC
11
Central Trust Company
Missouri
$3.48M -$1.23M -32,534 -24%
WT
12
Whittier Trust
California
$3.46M -$342K -9,081 -8%
WI
13
WrapManager Inc
California
$3.11M +$122K +3,236 +4%
Bank of America
14
Bank of America
North Carolina
$3.07M -$99.7K -2,644 -3%
Creative Planning
15
Creative Planning
Kansas
$2.84M +$12.3K +327 +0.4%
AAS
16
Ameritas Advisory Services
Nebraska
$2.83M +$349K +9,259 +13%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.7M -$663K -17,589 -18%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.55M +$1.23M +32,689 +79%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.5M +$910K +24,137 +50%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.45M +$43.7K +1,158 +2%
FT
21
Fiduciary Trust
Massachusetts
$2.33M
RWP
22
RWA Wealth Partners
Massachusetts
$2.31M +$27.2K +721 +1%
FNWM
23
Financial Network Wealth Management
Utah
$2.31M +$822K +21,807 +48%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.25M -$192K -5,102 -7%
MD
25
Money Design
Japan
$1.82M -$4.1M -108,628 -67%