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Nuveen ESG Mid-Cap Growth ETF

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.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 42

4% less funds holding

Funds holding: 131126 (-5)

9% less capital invested

Capital invested by funds: $322M → $292M (-$29.4M)

9.13% less ownership

Funds ownership: 82.18%73.05% (-9.1%)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
1.82%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$39.7M +$594K +13,867 +2%
Morgan Stanley
2
Morgan Stanley
New York
$37.9M -$34.9M -814,300 -49%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$37.7M -$11.4M -266,340 -24%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.6M -$1.95M -45,592 -9%
LPL Financial
5
LPL Financial
California
$16.3M +$275K +6,411 +2%
Bank of America
6
Bank of America
North Carolina
$12.1M +$3.33M +77,784 +40%
AG
7
AlTi Global
New York
$11.2M -$457K -10,657 -4%
UBS Group
8
UBS Group
Switzerland
$10.6M +$786K +18,332 +8%
Ameriprise
9
Ameriprise
Minnesota
$10.2M -$911K -21,243 -8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$6.48M +$947K +22,096 +18%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.7M +$393K +9,176 +8%
AAS
12
Ameritas Advisory Services
Nebraska
$4.49M +$877K +20,451 +25%
WT
13
Whittier Trust
California
$4.15M +$30.3K +707 +0.8%
Creative Planning
14
Creative Planning
Kansas
$3.86M +$6.99K +163 +0.2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.83M +$2.7M +62,949 +272%
FT
16
Fiduciary Trust
Massachusetts
$3.1M
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.9M -$94.3K -2,199 -3%
Lido Advisors
18
Lido Advisors
California
$2.78M +$911K +21,256 +52%
CAN
19
Cetera Advisor Networks
California
$2.77M -$38.5K -899 -1%
PAG
20
Private Advisor Group
New Jersey
$2.74M +$621K +14,489 +31%
WTC
21
WhitTier Trust Company
Nevada
$2.61M +$610K +14,230 +32%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.57M +$27.5K +642 +1%
LFASL
23
Lugano Financial Advisors SA (LFA)
Switzerland
$2.31M
DAS
24
Dynamic Advisor Solutions
Arizona
$2.27M +$63.1K +1,473 +3%
BPA
25
Beacon Pointe Advisors
California
$2.1M +$169K +3,938 +9%