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Nuveen ESG Mid-Cap Growth ETF

121 hedge funds and large institutions have $274M invested in Nuveen ESG Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

0.71% less ownership

Funds ownership: 73.05%72.33% (-0.71%)

4% less funds holding

Funds holding: 126121 (-5)

6% less capital invested

Capital invested by funds: $292M → $274M (-$18.4M)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
48
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$37.6M +$308K +7,267 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$35.8M +$171K +4,030 +0.5%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$30.4M -$5.12M -120,695 -14%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.9M +$1.66M +39,079 +8%
LPL Financial
5
LPL Financial
California
$17.4M +$2.07M +48,859 +13%
Bank of America
6
Bank of America
North Carolina
$13M +$1.71M +40,284 +15%
AG
7
AlTi Global
New York
$10.6M +$14.9K +351 +0.1%
Ameriprise
8
Ameriprise
Minnesota
$10.5M +$896K +21,134 +9%
UBS Group
9
UBS Group
Switzerland
$8.59M -$1.4M -33,111 -14%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$6.99M +$913K +21,524 +15%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.1M -$260K -6,130 -5%
AAS
12
Ameritas Advisory Services
Nebraska
$4.35M +$130K +3,061 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.95M +$1.24M +29,276 +45%
WT
14
Whittier Trust
California
$3.78M -$126K -2,975 -3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.65M +$51.2K +1,207 +1%
Creative Planning
16
Creative Planning
Kansas
$3.42M -$210K -4,950 -6%
Lido Advisors
17
Lido Advisors
California
$2.7M +$91.9K +2,167 +3%
FT
18
Fiduciary Trust
Massachusetts
$2.64M -$284K -6,694 -10%
PAG
19
Private Advisor Group
New Jersey
$2.59M +$11.2K +263 +0.4%
WTC
20
WhitTier Trust Company
Nevada
$2.47M +$15.7K +370 +0.6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.42M +$8.01K +189 +0.3%
BPA
22
Beacon Pointe Advisors
California
$2.01M +$31.8K +749 +2%
LFASL
23
Lugano Financial Advisors SA (LFA)
Switzerland
$1.95M -$229K -5,401 -10%
DAS
24
Dynamic Advisor Solutions
Arizona
$1.92M -$218K -5,150 -10%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$1.92M -$50.1K -1,181 -3%