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Nuveen ESG Mid-Cap Growth ETF

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.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 24

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $222M → $250M (+$28.2M)

2% more funds holding

Funds holding: 104106 (+2)

18.82% less ownership

Funds ownership: 92.66%73.84% (-19%)

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.7%
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
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$60.3M +$723K +20,775 +1%
TA
2
Tiedemann Advisors
New York
$35.6M +$6.1M +175,260 +21%
Wells Fargo
3
Wells Fargo
California
$22.2M +$334K +9,605 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.4M +$12M +344,327 +370%
LPL Financial
5
LPL Financial
California
$10.2M +$1.31M +37,623 +15%
Morgan Stanley
6
Morgan Stanley
New York
$9.45M +$2.48M +71,323 +36%
UBS Group
7
UBS Group
Switzerland
$8.35M +$1.82M +52,420 +28%
Ameriprise
8
Ameriprise
Minnesota
$6.34M +$774K +22,245 +14%
Bank of America
9
Bank of America
North Carolina
$5.73M +$2.32M +66,690 +69%
IWP
10
IAG Wealth Partners
Wisconsin
$5.68M +$1.95M +56,051 +53%
HNW
11
High Note Wealth
Minnesota
$4.85M -$218K -6,275 -4%
WT
12
Whittier Trust
California
$3.87M +$313K +8,987 +9%
AAS
13
Ameritas Advisory Services
Nebraska
$3.33M +$160K +4,602 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.23M +$535K +15,386 +20%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.15M -$1.34M -38,495 -30%
Creative Planning
16
Creative Planning
Kansas
$2.91M
WI
17
WrapManager Inc
California
$2.79M -$601K -17,265 -18%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.74M -$3.27K -94 -0.1%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.73M +$156K +4,495 +6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.5M +$338K +9,709 +16%
FT
21
Fiduciary Trust
Massachusetts
$2.41M
FNWM
22
Financial Network Wealth Management
Utah
$2.24M -$58.6K -1,684 -3%
Lido Advisors
23
Lido Advisors
California
$2.01M +$778K +22,352 +64%
WTC
24
WhitTier Trust Company
Nevada
$1.53M +$34.8K +1,001 +2%
WWA
25
WCG Wealth Advisors
Nevada
$1.5M +$62.1K +1,784 +4%