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Nuveen ESG Mid-Cap Growth ETF
NUMG

Overview Fund Activity

114 hedge funds and large institutions have $263M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
114
Holders Change
+9
Holders Change %
+8.57%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
43
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31M
2
IWP
2
IAG Wealth Partners
Wisconsin
$11.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.98M
4
MD
4
Money Design
Japan
$1.31M
5
LPL Financial
5
LPL Financial
California
$13.9M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$11.5M
2
Wells Fargo
2
Wells Fargo
California
$20.5M
3
TF
3
TIAA FSB
Florida
$53.5M
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
EWA
5
EP Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$53.5M 1,370,191 -101,481 -7%
Morgan Stanley
2
Morgan Stanley
New York
$31M 795,138 +570,336 +254%
Wells Fargo
3
Wells Fargo
California
$20.5M 526,269 -143,978 -21%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.6M 501,637 +6,541 +1%
LPL Financial
5
LPL Financial
California
$13.9M 355,476 +32,451 +10%
TA
6
Tiedemann Advisors
New York
$11.5M 293,983 -165,051 -36%
IWP
7
IAG Wealth Partners
Wisconsin
$11.3M 288,326 +49,044 +20%
UBS Group
8
UBS Group
Switzerland
$8.97M 229,859 -7,524 -3%
Ameriprise
9
Ameriprise
Minnesota
$7.22M 184,782 -5,063 -3%
Bank of America
10
Bank of America
North Carolina
$5.88M 150,641 +10,116 +7%
HNW
11
High Note Wealth
Minnesota
$5.09M 130,501 -6,987 -5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.41M 113,075 +12,935 +13%
WT
13
Whittier Trust
California
$4.3M 110,301 – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.98M 101,992 +34,343 +51%
Creative Planning
15
Creative Planning
Kansas
$3.46M 88,607 +1,493 +2%
WI
16
WrapManager Inc
California
$3.12M 80,034 -4,432 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.07M 78,777 -721 -0.9%
Lido Advisors
18
Lido Advisors
California
$2.88M 73,680 +6,595 +10%
FT
19
Fiduciary Trust
Massachusetts
$2.78M 71,185 +105 +0.1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.72M 69,781 +507 +0.7%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.7M 69,116 -1,572 -2%
WTC
22
WhitTier Trust Company
Nevada
$1.84M 47,189 +582 +1%
PAG
23
Private Advisor Group
New Jersey
$1.8M 46,184 +23,137 +100%
CAN
24
Cetera Advisor Networks
California
$1.8M 46,013 +1,857 +4%
DAS
25
Dynamic Advisor Solutions
Arizona
$1.73M 44,232 +3,980 +10%
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