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Nuveen ESG Mid-Cap Growth ETF

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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $274M → $303M (+$28.8M)

3.19% more ownership

Funds ownership: 72.33%75.53% (+3.2%)

2% more funds holding

Funds holding: 121123 (+2)

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
1.77%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$39.9M +$1.46M +34,465 +4%
Wells Fargo
2
Wells Fargo
California
$37.2M -$2.9M -68,497 -8%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$30.7M -$1.8M -42,470 -6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.4M -$1.03M -24,404 -5%
LPL Financial
5
LPL Financial
California
$18.8M +$176K +4,161 +1%
Bank of America
6
Bank of America
North Carolina
$14.3M +$314K +7,413 +2%
CIBC Private Wealth Group
7
CIBC Private Wealth Group
Georgia
$12.5M +$11.8M +279,093 New
Bank of New York Mellon
8
Bank of New York Mellon
New York
$11.5M +$3.82M +90,184 +54%
AG
9
AlTi Global
New York
$11.3M -$25.4K -600 -0.2%
Ameriprise
10
Ameriprise
Minnesota
$11.2M -$42.4K -1,001 -0.4%
UBS Group
11
UBS Group
Switzerland
$9.08M -$124K -2,930 -1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.19M -$267K -6,306 -5%
AAS
13
Ameritas Advisory Services
Nebraska
$4.7M +$33.1K +781 +0.8%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.25M +$6.4K +151 +0.2%
WT
15
Whittier Trust
California
$4.05M
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.05M +$126K +2,968 +3%
Creative Planning
17
Creative Planning
Kansas
$3.6M -$65.9K -1,556 -2%
Lido Advisors
18
Lido Advisors
California
$3.15M +$243K +5,731 +9%
FT
19
Fiduciary Trust
Massachusetts
$2.83M
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.71M +$100K +2,366 +4%
WTC
21
WhitTier Trust Company
Nevada
$2.54M -$95.4K -2,251 -4%
LFASL
22
Lugano Financial Advisors SA (LFA)
Switzerland
$2.09M
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$2.07M +$12.3K +290 +0.6%
BPA
24
Beacon Pointe Advisors
California
$2.03M -$115K -2,725 -6%
JP Morgan Chase
25
JP Morgan Chase
New York
$2.02M +$46.2K +1,090 +2%