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Nuveen ESG Mid-Cap Growth ETF
NUMG

Overview Fund Activity

131 hedge funds and large institutions have $322M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 5 closing their positions.

Holders
131
Holders Change
+14
Holders Change %
+11.97%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
41
Reduced
51
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.5M
2
AG
2
AlTi Global
New York
$11.1M
3
Ameriprise
3
Ameriprise
Minnesota
$10.6M
4
BPA
4
Beacon Pointe Advisors
California
$1.83M
5
Bank of America
5
Bank of America
North Carolina
$8.2M

Top Sellers

1
IWP
1
IAG Wealth Partners
Wisconsin
$1.98M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$47.2M
3
WI
3
WrapManager Inc
California
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$384K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$70.5M 1,666,622 +879,033 +112%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$47.2M 1,114,842 -167,829 -13%
Wells Fargo
3
Wells Fargo
California
$37.1M 877,605 +14,676 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.5M 531,010 +17,406 +3%
LPL Financial
5
LPL Financial
California
$15.3M 360,904 -6,306 -2%
AG
6
AlTi Global
New York
$11.1M 263,279 +263,279 New
Ameriprise
7
Ameriprise
Minnesota
$10.6M 250,129 +71,115 +40%
UBS Group
8
UBS Group
Switzerland
$9.33M 220,321 -11,535 -5%
Bank of America
9
Bank of America
North Carolina
$8.2M 193,723 +21,230 +12%
HNW
10
High Note Wealth
Minnesota
$5.31M 125,386 -3,269 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$5.24M 123,683 +13,389 +12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.04M 119,020 -818 -0.7%
WT
13
Whittier Trust
California
$3.92M 92,664 -9,565 -9%
Creative Planning
14
Creative Planning
Kansas
$3.66M 86,580 -1,680 -2%
AAS
15
Ameritas Advisory Services
Nebraska
$3.41M 80,503 -18,638 -19%
FT
16
Fiduciary Trust
Massachusetts
$2.95M 69,767 -1,426 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.86M 67,487 +6,893 +11%
CAN
18
Cetera Advisor Networks
California
$2.67M 63,145 +7,276 +13%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.42M 57,161 -23,467 -29%
LFASL
20
Lugano Financial Advisors SA (LFA)
Switzerland
$2.2M 51,921 +14,157 +37%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.07M 48,920 -21,321 -30%
DAS
22
Dynamic Advisor Solutions
Arizona
$2.01M 49,583 +1,181 +2%
PAG
23
Private Advisor Group
New Jersey
$2M 47,138 +2,375 +5%
IWP
24
IAG Wealth Partners
Wisconsin
$1.98M 46,829 -244,017 -84%
WTC
25
WhitTier Trust Company
Nevada
$1.88M 44,434 -48 -0.1%
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