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Nuveen ESG Mid-Cap Growth ETF

130 hedge funds and large institutions have $313M invested in Nuveen ESG Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $287M → $313M (+$25.8M)

2.23% less ownership

Funds ownership: 76.36%74.13% (-2.2%)

4% less funds holding

Funds holding: 136130 (-6)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

30% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 50

Holders
130
Holders Change
-6
Holders Change %
-4.41%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
35
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$53.7M +$630K +14,038 +1%
Wells Fargo
2
Wells Fargo
California
$38.3M +$139K +3,096 +0.4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$25M -$354K -7,888 -2%
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$24.2M -$4.67M -104,046 -17%
LPL Financial
5
LPL Financial
California
$22.9M +$1.88M +41,898 +10%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$18.5M +$1.15M +25,569 +7%
Bank of America
7
Bank of America
North Carolina
$16.8M +$700K +15,602 +5%
Ameriprise
8
Ameriprise
Minnesota
$13M +$2.83M +63,029 +31%
UBS Group
9
UBS Group
Switzerland
$10.9M +$755K +16,823 +8%
AG
10
AlTi Global
New York
$7.62M -$4.06M -90,369 -37%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.9M +$755K +16,819 +13%
Raymond James Financial
12
Raymond James Financial
Florida
$5.08M -$62.6K -1,395 -1%
AAS
13
Ameritas Advisory Services
Nebraska
$4.59M -$584K -13,002 -12%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$3.93M -$768K -17,106 -17%
Creative Planning
15
Creative Planning
Kansas
$3.75M -$629 -14 -0%
FT
16
Fiduciary Trust
Massachusetts
$3.07M
WT
17
Whittier Trust
California
$3.03M -$288K -6,414 -9%
WTC
18
WhitTier Trust Company
Nevada
$2.98M -$42.2K -940 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.78M -$808 -18 -0%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$2.64M +$222K +4,941 +10%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$1.93M -$235K -5,245 -12%
BPA
22
Beacon Pointe Advisors
California
$1.83M +$91.3K +2,034 +6%
Goldman Sachs
23
Goldman Sachs
New York
$1.82M +$11.3K +252 +0.7%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.64M -$333K -7,428 -18%
WWA
25
WCG Wealth Advisors
Nevada
$1.3M -$38.6K -859 -3%

NUMG Hedge Fund Activity: Q2 2025 in Review

130 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q2 2025, worth a combined $313M — up 9% from $287M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of NUMG and 13 opened new positions — a net loss of 4 holders — while 50 trimmed existing stakes and 35 added.

The largest buyer was Ameriprise, adding an estimated $2.83M. The largest seller was TIAA Trust, National Association, cutting an estimated $4.67M.

  • 130 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q2 2025, down from 136 in Q1 2025.
  • Funds reported $313M of Nuveen ESG Mid-Cap Growth ETF stock for Q2 2025, up 9% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q2 2025 and 17 closed out, a net change of -4 holders.
  • The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q2 2025 was Ameriprise, an estimated $2.83M added.
  • The largest Nuveen ESG Mid-Cap Growth ETF seller in Q2 2025 was TIAA Trust, National Association, an estimated $4.67M sold.

Based on aggregated 13F filings for Q2 2025.