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Nuveen ESG Mid-Cap Growth ETF
NUMG

Overview Fund Activity

106 hedge funds and large institutions have $250M invested in Nuveen ESG Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
48
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$15.4M
2
TA
2
Tiedemann Advisors
New York
$35.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$9.45M
4
Bank of America
4
Bank of America
North Carolina
$5.73M
5
IWP
5
IAG Wealth Partners
Wisconsin
$5.68M

Top Sellers

1
PPW
1
Parcion Private Wealth
Washington
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.15M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$695K
5
WI
5
WrapManager Inc
California
$2.79M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$60.3M 1,712,622 +20,775 +1%
TA
2
Tiedemann Advisors
New York
$35.6M 1,010,707 +175,260 +21%
Wells Fargo
3
Wells Fargo
California
$22.2M 630,110 +9,605 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.4M 437,428 +344,327 +370%
LPL Financial
5
LPL Financial
California
$10.2M 291,003 +37,623 +15%
Morgan Stanley
6
Morgan Stanley
New York
$9.45M 268,451 +71,323 +36%
UBS Group
7
UBS Group
Switzerland
$8.35M 237,109 +52,420 +28%
Ameriprise
8
Ameriprise
Minnesota
$6.34M 179,847 +22,245 +14%
Bank of America
9
Bank of America
North Carolina
$5.73M 162,830 +66,690 +69%
IWP
10
IAG Wealth Partners
Wisconsin
$5.68M 161,313 +56,051 +53%
HNW
11
High Note Wealth
Minnesota
$4.85M 137,680 -6,275 -4%
WT
12
Whittier Trust
California
$3.87M 109,893 +8,987 +9%
AAS
13
Ameritas Advisory Services
Nebraska
$3.33M 94,484 +4,602 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.23M 91,676 +15,386 +20%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.15M 89,575 -38,495 -30%
Creative Planning
16
Creative Planning
Kansas
$2.91M 82,663 – –
WI
17
WrapManager Inc
California
$2.79M 79,316 -17,265 -18%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.74M 77,839 -94 -0.1%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.73M 77,553 +4,495 +6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.5M 70,882 +9,709 +16%
FT
21
Fiduciary Trust
Massachusetts
$2.41M 68,572 – –
FNWM
22
Financial Network Wealth Management
Utah
$2.24M 63,514 -1,684 -3%
Lido Advisors
23
Lido Advisors
California
$2.01M 57,108 +22,352 +64%
WTC
24
WhitTier Trust Company
Nevada
$1.53M 43,596 +1,001 +2%
WWA
25
WCG Wealth Advisors
Nevada
$1.5M 42,588 +1,784 +4%
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