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Nuveen ESG Mid-Cap Growth ETF
NUMG

Overview Fund Activity

123 hedge funds and large institutions have $303M invested in Nuveen ESG Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 8 closing their positions.

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
44
Reduced
43
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$12.5M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$11.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$39.9M
4
SWM
4
SK Wealth Management
Rhode Island
$1.07M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$538K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$37.2M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$30.7M
3
PAG
3
Private Advisor Group
New Jersey
$1.01M
4
Citadel Advisors
4
Citadel Advisors
Florida
$240K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$22.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.9M 890,817 +34,465 +4%
Wells Fargo
2
Wells Fargo
California
$37.2M 830,242 -68,497 -8%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$30.7M 685,337 -42,470 -6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.4M 500,093 -24,404 -5%
LPL Financial
5
LPL Financial
California
$18.8M 420,335 +4,161 +1%
Bank of America
6
Bank of America
North Carolina
$14.3M 319,204 +7,413 +2%
CIBC Private Wealth Group
7
CIBC Private Wealth Group
Georgia
$12.5M 279,093 +279,093 New
Bank of New York Mellon
8
Bank of New York Mellon
New York
$11.5M 257,487 +90,184 +54%
AG
9
AlTi Global
New York
$11.3M 252,373 -600 -0.2%
Ameriprise
10
Ameriprise
Minnesota
$11.2M 249,019 -1,001 -0.4%
UBS Group
11
UBS Group
Switzerland
$9.08M 202,612 -2,930 -1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.19M 115,760 -6,306 -5%
AAS
13
Ameritas Advisory Services
Nebraska
$4.7M 104,796 +781 +0.8%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.25M 94,715 +151 +0.2%
WT
15
Whittier Trust
California
$4.05M 90,396 – –
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.05M 90,256 +2,968 +3%
Creative Planning
17
Creative Planning
Kansas
$3.6M 80,237 -1,556 -2%
Lido Advisors
18
Lido Advisors
California
$3.15M 70,335 +5,731 +9%
FT
19
Fiduciary Trust
Massachusetts
$2.83M 63,073 – –
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.71M 60,358 +2,366 +4%
WTC
21
WhitTier Trust Company
Nevada
$2.54M 56,783 -2,251 -4%
LFASL
22
Lugano Financial Advisors SA (LFA)
Switzerland
$2.09M 46,520 – –
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$2.07M 46,130 +290 +0.6%
BPA
24
Beacon Pointe Advisors
California
$2.03M 45,248 -2,725 -6%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$2.02M 45,171 +1,090 +2%
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