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Nuveen ESG Mid-Cap Growth ETF
NUMG

Overview Fund Activity

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.

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.68%
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
–

Top Buyers

1
IWP
1
IAG Wealth Partners
Wisconsin
$9.15M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18.9M
3
EWA
3
EP Wealth Advisors
California
$1.57M
4
Wells Fargo
4
Wells Fargo
California
$25.6M
5
LPL Financial
5
LPL Financial
California
$12.3M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$17.5M
2
TF
2
TIAA FSB
Florida
$56.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.59M
4
MD
4
Money Design
Japan
$0
5
Bank of America
5
Bank of America
North Carolina
$5.37M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$56.3M 1,471,672 -240,950 -14%
Wells Fargo
2
Wells Fargo
California
$25.6M 670,247 +40,137 +6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$18.9M 495,096 +57,668 +13%
TA
4
Tiedemann Advisors
New York
$17.5M 459,034 -551,673 -55%
LPL Financial
5
LPL Financial
California
$12.3M 323,025 +32,022 +11%
IWP
6
IAG Wealth Partners
Wisconsin
$9.15M 239,282 +77,969 +48%
UBS Group
7
UBS Group
Switzerland
$9.08M 237,383 +274 +0.1%
Morgan Stanley
8
Morgan Stanley
New York
$8.59M 224,802 -43,649 -16%
Ameriprise
9
Ameriprise
Minnesota
$7.27M 189,845 +9,998 +6%
Bank of America
10
Bank of America
North Carolina
$5.37M 140,525 -22,305 -14%
HNW
11
High Note Wealth
Minnesota
$5.26M 137,488 -192 -0.1%
WT
12
Whittier Trust
California
$4.22M 110,301 +408 +0.4%
AAS
13
Ameritas Advisory Services
Nebraska
$3.61M 97,085 +2,601 +3%
Creative Planning
14
Creative Planning
Kansas
$3.33M 87,114 +4,451 +5%
WI
15
WrapManager Inc
California
$3.23M 84,466 +5,150 +6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.04M 79,498 -10,077 -11%
FT
17
Fiduciary Trust
Massachusetts
$2.72M 71,080 +2,508 +4%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.7M 70,688 -7,151 -9%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.65M 69,274 -8,279 -11%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.59M 67,649 -3,233 -5%
Lido Advisors
21
Lido Advisors
California
$2.56M 67,085 +9,977 +17%
FNWM
22
Financial Network Wealth Management
Utah
$2.43M 63,450 -64 -0.1%
WTC
23
WhitTier Trust Company
Nevada
$1.78M 46,607 +3,011 +7%
CAN
24
Cetera Advisor Networks
California
$1.69M 44,156 +2,059 +5%
WWA
25
WCG Wealth Advisors
Nevada
$1.61M 42,117 -471 -1%
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