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Nuveen ESG Mid-Cap Growth ETF
NUMG

Overview Fund Activity

126 hedge funds and large institutions have $292M invested in Nuveen ESG Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
49
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$12.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.83M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$6.48M
4
Lido Advisors
4
Lido Advisors
California
$2.78M
5
AAS
5
Ameritas Advisory Services
Nebraska
$4.49M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.9M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$37.7M
3
HNW
3
High Note Wealth
Minnesota
$942K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.6M
5
MD
5
Money Design
Japan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$39.7M 891,472 +13,867 +2%
Morgan Stanley
2
Morgan Stanley
New York
$37.9M 852,322 -814,300 -49%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$37.7M 848,502 -266,340 -24%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.6M 485,418 -45,592 -9%
LPL Financial
5
LPL Financial
California
$16.3M 367,315 +6,411 +2%
Bank of America
6
Bank of America
North Carolina
$12.1M 271,507 +77,784 +40%
AG
7
AlTi Global
New York
$11.2M 252,622 -10,657 -4%
UBS Group
8
UBS Group
Switzerland
$10.6M 238,653 +18,332 +8%
Ameriprise
9
Ameriprise
Minnesota
$10.2M 228,886 -21,243 -8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$6.48M 145,779 +22,096 +18%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.7M 128,196 +9,176 +8%
AAS
12
Ameritas Advisory Services
Nebraska
$4.49M 100,954 +20,451 +25%
WT
13
Whittier Trust
California
$4.15M 93,371 +707 +0.8%
Creative Planning
14
Creative Planning
Kansas
$3.86M 86,743 +163 +0.2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.83M 86,081 +62,949 +272%
FT
16
Fiduciary Trust
Massachusetts
$3.1M 69,767 – –
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.9M 65,288 -2,199 -3%
Lido Advisors
18
Lido Advisors
California
$2.78M 62,437 +21,256 +52%
CAN
19
Cetera Advisor Networks
California
$2.77M 62,246 -899 -1%
PAG
20
Private Advisor Group
New Jersey
$2.74M 61,627 +14,489 +31%
WTC
21
WhitTier Trust Company
Nevada
$2.61M 58,664 +14,230 +32%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.57M 57,803 +642 +1%
LFASL
23
Lugano Financial Advisors SA (LFA)
Switzerland
$2.31M 51,921 – –
DAS
24
Dynamic Advisor Solutions
Arizona
$2.27M 51,056 +1,473 +3%
BPA
25
Beacon Pointe Advisors
California
$2.1M 47,224 +3,938 +9%
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