We are live on ! Find out more
NUMG icon

Nuveen ESG Mid-Cap Growth ETF

104 hedge funds and large institutions have $222M invested in Nuveen ESG Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 27

0% more ownership

Funds ownership: 92.66%92.66% (+0%)

4% less capital invested

Capital invested by funds: $232M → $222M (-$10.1M)

2% less funds holding

Funds holding: 106104 (-2)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
48
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$55.8M +$2.43M +65,839 +4%
TA
2
Tiedemann Advisors
New York
$27.5M -$4.29M -116,126 -12%
Wells Fargo
3
Wells Fargo
California
$20.5M +$1.67M +45,368 +8%
PPW
4
Parcion Private Wealth
Washington
$15.8M +$82.9K +2,247 +0.5%
LPL Financial
5
LPL Financial
California
$8.35M +$916K +24,828 +11%
Morgan Stanley
6
Morgan Stanley
New York
$6.5M +$364K +9,877 +5%
UBS Group
7
UBS Group
Switzerland
$6.09M +$1.01M +27,353 +17%
Ameriprise
8
Ameriprise
Minnesota
$5.2M -$901K -24,424 -13%
HNW
9
High Note Wealth
Minnesota
$4.91M -$118K -3,202 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.22M -$1.91M -51,664 -29%
IWP
11
IAG Wealth Partners
Wisconsin
$3.47M +$2.22M +60,249 +134%
WT
12
Whittier Trust
California
$3.33M +$4.28K +116 +0.1%
WI
13
WrapManager Inc
California
$3.18M +$223K +6,048 +7%
Bank of America
14
Bank of America
North Carolina
$3.17M +$252K +6,822 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.07M +$530K +14,358 +18%
AAS
16
Ameritas Advisory Services
Nebraska
$2.96M +$273K +7,404 +9%
Creative Planning
17
Creative Planning
Kansas
$2.73M +$1.36K +37 +0%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.57M +$136K +3,672 +5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.52M +$394K +10,667 +16%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.41M +$61.9K +1,677 +2%
FT
21
Fiduciary Trust
Massachusetts
$2.26M +$30K +814 +1%
FNWM
22
Financial Network Wealth Management
Utah
$2.15M -$71.9K -1,948 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.02M -$429K -11,627 -16%
WWA
24
WCG Wealth Advisors
Nevada
$1.44M -$86.2K -2,337 -5%
WTC
25
WhitTier Trust Company
Nevada
$1.4M +$481K +13,034 +44%