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Nuveen ESG Mid-Cap Growth ETF

138 hedge funds and large institutions have $327M invested in Nuveen ESG Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 59 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

12% more funds holding

Funds holding: 123138 (+15)

8% more capital invested

Capital invested by funds: $303M → $327M (+$24.2M)

1.08% more ownership

Funds ownership: 75.53%76.61% (+1.1%)

44% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 59

Holders
138
Holders Change
+15
Holders Change %
+12.2%
% of All Funds
1.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
33
Reduced
59
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$42.1M -$82.6K -1,732 -0.2%
Wells Fargo
2
Wells Fargo
California
$42M +$2.66M +55,771 +7%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$30.2M -$2.29M -48,098 -7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.7M +$990K +20,744 +4%
LPL Financial
5
LPL Financial
California
$20.4M +$454K +9,522 +2%
Bank of America
6
Bank of America
North Carolina
$15.1M -$28.3K -593 -0.2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$14M +$1.78M +37,342 +15%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$13.3M
AG
9
AlTi Global
New York
$12.6M +$601K +12,597 +5%
Ameriprise
10
Ameriprise
Minnesota
$10.8M -$1.07M -22,402 -9%
UBS Group
11
UBS Group
Switzerland
$9.82M +$224K +4,688 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.92M +$435K +9,126 +8%
Raymond James Financial
13
Raymond James Financial
Florida
$5.37M +$5.4M +113,264 New
AAS
14
Ameritas Advisory Services
Nebraska
$4.97M +$7.35K +154 +0.1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$4.13M -$143K -3,006 -3%
Creative Planning
16
Creative Planning
Kansas
$3.82M +$13.8K +289 +0.4%
WT
17
Whittier Trust
California
$3.28M -$1.01M -21,109 -23%
WTC
18
WhitTier Trust Company
Nevada
$3.11M +$423K +8,869 +16%
FT
19
Fiduciary Trust
Massachusetts
$2.99M
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.83M -$31.4K -658 -1%
MD
21
Money Design
Japan
$2.63M +$2.64M +55,245 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$2.21M +$20.8K +435 +0.9%
LFASL
23
Lugano Financial Advisors SA (LFA)
Switzerland
$2.2M
DAS
24
Dynamic Advisor Solutions
Arizona
$2.12M -$5.06K -106 -0.2%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$1.99M +$338K +7,078 +20%

NUMG Hedge Fund Activity: Q4 2024 in Review

138 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q4 2024, worth a combined $327M — up 8% from $303M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NUMG positions and 6 closed out — a net gain of 18 holders — while 33 added to existing stakes and 59 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.66M. The largest seller was TIAA Trust, National Association, cutting an estimated $2.29M.

  • 138 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q4 2024, up from 123 in Q3 2024.
  • Funds reported $327M of Nuveen ESG Mid-Cap Growth ETF stock for Q4 2024, up 8% quarter-over-quarter.
  • 24 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q4 2024 and 6 closed out, a net change of +18 holders.
  • The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q4 2024 was Wells Fargo, an estimated $2.66M added.
  • The largest Nuveen ESG Mid-Cap Growth ETF seller in Q4 2024 was TIAA Trust, National Association, an estimated $2.29M sold.

Based on aggregated 13F filings for Q4 2024.