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Nuveen ESG Mid-Cap Growth ETF

136 hedge funds and large institutions have $287M invested in Nuveen ESG Mid-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 46

0.25% less ownership

Funds ownership: 76.61%76.36% (-0.25%)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

1% less funds holding

Funds holding: 138136 (-2)

12% less capital invested

Capital invested by funds: $327M → $287M (-$40.1M)

Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
1.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
47
Reduced
46
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47M +$9.62M +206,148 +23%
Wells Fargo
2
Wells Fargo
California
$33.8M -$4.62M -99,001 -11%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$25.9M -$1.62M -34,594 -5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.5M +$170K +3,633 +0.7%
LPL Financial
5
LPL Financial
California
$18.5M +$48.9K +1,047 +0.2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$15.3M +$2.91M +62,281 +21%
Bank of America
7
Bank of America
North Carolina
$14.3M +$631K +13,507 +4%
AG
8
AlTi Global
New York
$10.6M -$812K -17,393 -7%
UBS Group
9
UBS Group
Switzerland
$8.91M +$10.9K +234 +0.1%
Ameriprise
10
Ameriprise
Minnesota
$8.82M -$1.01M -21,611 -10%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.39M +$36K +770 +0.6%
AAS
12
Ameritas Advisory Services
Nebraska
$4.62M +$129K +2,755 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$4.56M -$325K -6,963 -6%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.21M +$508K +10,888 +12%
Creative Planning
15
Creative Planning
Kansas
$3.33M -$141K -3,016 -4%
WT
16
Whittier Trust
California
$2.96M -$11.7K -250 -0.4%
FT
17
Fiduciary Trust
Massachusetts
$2.72M +$10.7K +230 +0.4%
WTC
18
WhitTier Trust Company
Nevada
$2.68M -$150K -3,221 -5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.47M -$105K -2,245 -4%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$2.15M +$381K +8,152 +19%
LFASL
21
Lugano Financial Advisors SA (LFA)
Switzerland
$2M
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$1.93M -$71.5K -1,531 -3%
VF
23
Virtu Financial
New York
$1.92M +$872K +18,667 +72%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.78M +$8.4K +180 +0.4%
OMC
25
Old Mission Capital
Illinois
$1.69M +$1.62M +34,662 +747%