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Nuveen ESG Mid-Cap Growth ETF

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.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

22% more capital invested

Capital invested by funds: $263M → $322M (+$59M)

12% more funds holding

Funds holding: 117131 (+14)

7.93% more ownership

Funds ownership: 74.25%82.18% (+7.9%)

20% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 51

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
131
Holders Change
+14
Holders Change %
+11.97%
% of All Funds
1.91%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$70.5M +$33.4M +879,033 +112%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$47.2M -$6.38M -167,829 -13%
Wells Fargo
3
Wells Fargo
California
$37.1M +$558K +14,676 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.5M +$661K +17,406 +3%
LPL Financial
5
LPL Financial
California
$15.3M -$240K -6,306 -2%
AG
6
AlTi Global
New York
$11.1M +$10M +263,279 New
Ameriprise
7
Ameriprise
Minnesota
$10.6M +$2.7M +71,115 +40%
UBS Group
8
UBS Group
Switzerland
$9.33M -$438K -11,535 -5%
Bank of America
9
Bank of America
North Carolina
$8.2M +$807K +21,230 +12%
HNW
10
High Note Wealth
Minnesota
$5.31M -$124K -3,269 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$5.24M +$509K +13,389 +12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.04M -$31.1K -818 -0.7%
WT
13
Whittier Trust
California
$3.92M -$364K -9,565 -9%
Creative Planning
14
Creative Planning
Kansas
$3.66M -$63.8K -1,680 -2%
AAS
15
Ameritas Advisory Services
Nebraska
$3.41M -$708K -18,638 -19%
FT
16
Fiduciary Trust
Massachusetts
$2.95M -$54.2K -1,426 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.86M +$262K +6,893 +11%
CAN
18
Cetera Advisor Networks
California
$2.67M +$277K +7,276 +13%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.42M -$892K -23,467 -29%
LFASL
20
Lugano Financial Advisors SA (LFA)
Switzerland
$2.2M +$538K +14,157 +37%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.07M -$810K -21,321 -30%
DAS
22
Dynamic Advisor Solutions
Arizona
$2.01M +$44.9K +1,181 +2%
PAG
23
Private Advisor Group
New Jersey
$2M +$90.3K +2,375 +5%
IWP
24
IAG Wealth Partners
Wisconsin
$1.98M -$9.27M -244,017 -84%
WTC
25
WhitTier Trust Company
Nevada
$1.88M -$1.82K -48 -0.1%