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Nuveen ESG Mid-Cap Growth ETF
NUMG

Overview Fund Activity

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.

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
1.87%
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
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$47M
2
Wells Fargo
2
Wells Fargo
California
$31.6M
3
AAS
3
Ameritas Advisory Services
Nebraska
$3.63M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.23M
5
Bank of America
5
Bank of America
North Carolina
$6.32M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$1.36M
2
KOC
2
Koss-Olinger Consulting
Florida
$0
3
TA
3
Tiedemann Advisors
New York
$10M
4
GG
4
GenWealth Group
New Jersey
$0
5
RCS
5
Retirement Capital Strategies
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$47M 1,282,671 +1,282,671 New
Wells Fargo
2
Wells Fargo
California
$31.6M 862,929 +336,660 +64%
Morgan Stanley
3
Morgan Stanley
New York
$28.9M 787,589 -7,549 -0.9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.8M 513,604 +11,967 +2%
LPL Financial
5
LPL Financial
California
$13.5M 367,210 +11,734 +3%
IWP
6
IAG Wealth Partners
Wisconsin
$10.7M 290,846 +2,520 +0.9%
TA
7
Tiedemann Advisors
New York
$10M 274,006 -19,977 -7%
UBS Group
8
UBS Group
Switzerland
$8.5M 231,856 +1,997 +0.9%
Ameriprise
9
Ameriprise
Minnesota
$6.56M 179,014 -5,768 -3%
Bank of America
10
Bank of America
North Carolina
$6.32M 172,493 +21,852 +15%
HNW
11
High Note Wealth
Minnesota
$4.72M 128,655 -1,846 -1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.39M 119,838 +6,763 +6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$4.04M 110,294 +8,302 +8%
WT
14
Whittier Trust
California
$3.75M 102,229 -8,072 -7%
AAS
15
Ameritas Advisory Services
Nebraska
$3.63M 99,141 +99,141 New
Creative Planning
16
Creative Planning
Kansas
$3.24M 88,260 -347 -0.4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.96M 80,628 +1,851 +2%
WI
18
WrapManager Inc
California
$2.93M 79,946 -88 -0.1%
FT
19
Fiduciary Trust
Massachusetts
$2.61M 71,193 +8 +0%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$2.58M 70,241 +1,125 +2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.22M 60,594 -9,187 -13%
CAN
22
Cetera Advisor Networks
California
$2.05M 55,869 +9,856 +21%
DAS
23
Dynamic Advisor Solutions
Arizona
$1.77M 48,402 +4,170 +9%
PAG
24
Private Advisor Group
New Jersey
$1.64M 44,763 -1,421 -3%
WTC
25
WhitTier Trust Company
Nevada
$1.63M 44,482 -2,707 -6%
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