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Nuveen ESG Mid-Cap Growth ETF

105 hedge funds and large institutions have $245M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 39

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 106105 (-1)

2% less capital invested

Capital invested by funds: $250M → $245M (-$4.96M)

2.45% less ownership

Funds ownership: 73.84%71.39% (-2.5%)

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
40
Reduced
39
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$56.3M -$9.08M -240,950 -14%
Wells Fargo
2
Wells Fargo
California
$25.6M +$1.51M +40,137 +6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$18.9M +$2.17M +57,668 +13%
TA
4
Tiedemann Advisors
New York
$17.5M -$20.8M -551,673 -55%
LPL Financial
5
LPL Financial
California
$12.3M +$1.21M +32,022 +11%
IWP
6
IAG Wealth Partners
Wisconsin
$9.15M +$2.94M +77,969 +48%
UBS Group
7
UBS Group
Switzerland
$9.08M +$10.3K +274 +0.1%
Morgan Stanley
8
Morgan Stanley
New York
$8.59M -$1.65M -43,649 -16%
Ameriprise
9
Ameriprise
Minnesota
$7.27M +$377K +9,998 +6%
Bank of America
10
Bank of America
North Carolina
$5.37M -$841K -22,305 -14%
HNW
11
High Note Wealth
Minnesota
$5.26M -$7.24K -192 -0.1%
WT
12
Whittier Trust
California
$4.22M +$15.4K +408 +0.4%
AAS
13
Ameritas Advisory Services
Nebraska
$3.61M +$98K +2,601 +3%
Creative Planning
14
Creative Planning
Kansas
$3.33M +$168K +4,451 +5%
WI
15
WrapManager Inc
California
$3.23M +$194K +5,150 +6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.04M -$380K -10,077 -11%
FT
17
Fiduciary Trust
Massachusetts
$2.72M +$94.5K +2,508 +4%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.7M -$270K -7,151 -9%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.65M -$312K -8,279 -11%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.59M -$122K -3,233 -5%
Lido Advisors
21
Lido Advisors
California
$2.56M +$376K +9,977 +17%
FNWM
22
Financial Network Wealth Management
Utah
$2.43M -$2.41K -64 -0.1%
WTC
23
WhitTier Trust Company
Nevada
$1.78M +$113K +3,011 +7%
CAN
24
Cetera Advisor Networks
California
$1.69M +$77.6K +2,059 +5%
WWA
25
WCG Wealth Advisors
Nevada
$1.61M -$17.8K -471 -1%