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Nuveen ESG Mid-Cap Growth ETF

117 hedge funds and large institutions have $263M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

3% more funds holding

Funds holding: 114117 (+3)

1.32% more ownership

Funds ownership: 72.92%74.25% (+1.3%)

0% less capital invested

Capital invested by funds: $263M → $263M (-$612K)

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
43
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$47M +$49.7M +1,282,671 New
Wells Fargo
2
Wells Fargo
California
$31.6M +$13M +336,660 +64%
Morgan Stanley
3
Morgan Stanley
New York
$28.9M -$292K -7,549 -0.9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.8M +$464K +11,967 +2%
LPL Financial
5
LPL Financial
California
$13.5M +$455K +11,734 +3%
IWP
6
IAG Wealth Partners
Wisconsin
$10.7M +$97.6K +2,520 +0.9%
TA
7
Tiedemann Advisors
New York
$10M -$774K -19,977 -7%
UBS Group
8
UBS Group
Switzerland
$8.5M +$77.4K +1,997 +0.9%
Ameriprise
9
Ameriprise
Minnesota
$6.56M -$223K -5,768 -3%
Bank of America
10
Bank of America
North Carolina
$6.32M +$847K +21,852 +15%
HNW
11
High Note Wealth
Minnesota
$4.72M -$71.5K -1,846 -1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.39M +$262K +6,763 +6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$4.04M +$322K +8,302 +8%
WT
14
Whittier Trust
California
$3.75M -$313K -8,072 -7%
AAS
15
Ameritas Advisory Services
Nebraska
$3.63M +$3.84M +99,141 New
Creative Planning
16
Creative Planning
Kansas
$3.24M -$13.4K -347 -0.4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.96M +$71.7K +1,851 +2%
WI
18
WrapManager Inc
California
$2.93M -$3.41K -88 -0.1%
FT
19
Fiduciary Trust
Massachusetts
$2.61M +$310 +8 +0%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$2.58M +$43.6K +1,125 +2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.22M -$356K -9,187 -13%
CAN
22
Cetera Advisor Networks
California
$2.05M +$382K +9,856 +21%
DAS
23
Dynamic Advisor Solutions
Arizona
$1.77M +$162K +4,170 +9%
PAG
24
Private Advisor Group
New Jersey
$1.64M -$55.1K -1,421 -3%
WTC
25
WhitTier Trust Company
Nevada
$1.63M -$105K -2,707 -6%