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Nuveen ESG Mid-Cap Growth ETF

140 hedge funds and large institutions have $306M invested in Nuveen ESG Mid-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

9% more funds holding

Funds holding: 129140 (+11)

2.18% more ownership

Funds ownership: 74.93%77.11% (+2.2%)

7% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 44

0% less capital invested

Capital invested by funds: $307M → $306M (-$1.34M)

Holders
140
Holders Change
+11
Holders Change %
+8.53%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
47
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$55.6M +$2.05M +42,864 +4%
Wells Fargo
2
Wells Fargo
California
$37M -$351K -7,325 -0.9%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24.4M +$828K +17,290 +3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$22.1M +$2.91M +60,811 +15%
LPL Financial
5
LPL Financial
California
$21.9M -$5.28M -110,291 -19%
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$21.5M -$748K -15,622 -3%
Bank of America
7
Bank of America
North Carolina
$14M -$239K -5,000 -2%
Ameriprise
8
Ameriprise
Minnesota
$11M -$2.23M -46,541 -17%
UBS Group
9
UBS Group
Switzerland
$9.18M -$595K -12,413 -6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6M +$76.4K +1,595 +1%
Raymond James Financial
11
Raymond James Financial
Florida
$5.03M +$66K +1,379 +1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.91M +$131K +2,726 +3%
AG
13
AlTi Global
New York
$3.9M -$3.43M -71,684 -47%
Creative Planning
14
Creative Planning
Kansas
$3.7M -$2.01K -42 -0.1%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$3.46M +$423K +8,831 +14%
AAS
16
Ameritas Advisory Services
Nebraska
$3.35M +$3.36M +70,186 New
WT
17
Whittier Trust
California
$3.09M
FT
18
Fiduciary Trust
Massachusetts
$3.02M -$2.01K -42 -0.1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.76M +$168K +3,504 +6%
WTC
20
WhitTier Trust Company
Nevada
$2.75M -$214K -4,458 -7%
WWA
21
WCG Wealth Advisors
Nevada
$2.07M +$2.08M +43,346 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.02M +$1.3M +27,045 +176%
BPA
23
Beacon Pointe Advisors
California
$2.02M +$55K +1,149 +3%
TRCT
24
Tower Research Capital (TRC)
New York
$1.93M +$1.94M +40,487 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$1.88M +$718 +15 +0%