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Nuveen ESG Mid-Cap Growth ETF

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.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

9% more funds holding

Funds holding: 105114 (+9)

7% more capital invested

Capital invested by funds: $245M → $263M (+$18.4M)

1.53% more ownership

Funds ownership: 71.39%72.92% (+1.5%)

Holders
114
Holders Change
+9
Holders Change %
+8.57%
% of All Funds
1.79%
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
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$53.5M -$3.77M -101,481 -7%
Morgan Stanley
2
Morgan Stanley
New York
$31M +$21.2M +570,336 +254%
Wells Fargo
3
Wells Fargo
California
$20.5M -$5.34M -143,978 -21%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.6M +$243K +6,541 +1%
LPL Financial
5
LPL Financial
California
$13.9M +$1.2M +32,451 +10%
TA
6
Tiedemann Advisors
New York
$11.5M -$6.13M -165,051 -36%
IWP
7
IAG Wealth Partners
Wisconsin
$11.3M +$1.82M +49,044 +20%
UBS Group
8
UBS Group
Switzerland
$8.97M -$279K -7,524 -3%
Ameriprise
9
Ameriprise
Minnesota
$7.22M -$188K -5,063 -3%
Bank of America
10
Bank of America
North Carolina
$5.88M +$376K +10,116 +7%
HNW
11
High Note Wealth
Minnesota
$5.09M -$259K -6,987 -5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.41M +$480K +12,935 +13%
WT
13
Whittier Trust
California
$4.3M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.98M +$1.27M +34,343 +51%
Creative Planning
15
Creative Planning
Kansas
$3.46M +$55.4K +1,493 +2%
WI
16
WrapManager Inc
California
$3.12M -$165K -4,432 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.07M -$26.8K -721 -0.9%
Lido Advisors
18
Lido Advisors
California
$2.88M +$245K +6,595 +10%
FT
19
Fiduciary Trust
Massachusetts
$2.78M +$3.9K +105 +0.1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.72M +$18.8K +507 +0.7%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.7M -$58.4K -1,572 -2%
WTC
22
WhitTier Trust Company
Nevada
$1.84M +$21.6K +582 +1%
PAG
23
Private Advisor Group
New Jersey
$1.8M +$859K +23,137 +100%
CAN
24
Cetera Advisor Networks
California
$1.8M +$68.9K +1,857 +4%
DAS
25
Dynamic Advisor Solutions
Arizona
$1.73M +$148K +3,980 +10%